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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
51
Flagstone Financial Management
Nebraska
$25.7M +$1.11M +38,984 +4%
SRSA
52
S.R. Schill & Associates
Washington
$23.4M +$8.11M +285,319 +53%
SPIA
53
Steward Partners Investment Advisory
New York
$20.8M +$20.3M +713,837 +3,600%
BGWM
54
Bridge Generations Wealth Management
Florida
$20.1M +$1.35M +47,306 +7%
T
55
Tidemark
California
$19.5M +$8.6M +302,422 +78%
PAS
56
Park Avenue Securities
New York
$19.4M +$1.91M +67,123 +11%
CF
57
Collier Financial
Colorado
$19.3M +$969K +34,084 +5%
3AM
58
3EDGE Asset Management
Florida
$19M -$1.64M -57,819 -8%
Goldman Sachs
59
Goldman Sachs
New York
$18.9M +$9.92M +348,985 +110%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$18.1M +$5.67M +199,550 +45%
IPW
61
Impact Partnership Wealth
Georgia
$17.4M -$7.29M -256,190 -29%
WIC
62
Woodmont Investment Counsel
Tennessee
$17.1M +$943K +33,157 +6%
Truist Financial
63
Truist Financial
North Carolina
$16.5M -$3.86M -135,764 -19%
HAG
64
HighPoint Advisor Group
Illinois
$16.5M -$6.04M -212,282 -27%
TFGT
65
TS Financial Group (TSFG)
Illinois
$15.9M +$2.21M +77,732 +16%
FLPIM
66
F.L. Putnam Investment Management
Massachusetts
$15.9M +$2.55M +89,695 +19%
FHA
67
Flagship Harbor Advisors
Massachusetts
$15.7M -$898K -31,590 -5%
VT
68
Vise Technologies
New York
$15.6M +$14.4M +506,394 +1,208%
SL
69
Salomon & Ludwin
Virginia
$15.2M +$597K +20,994 +4%
MPW
70
Melone Private Wealth
Michigan
$14.6M +$76.3K +2,683 +0.5%
DC
71
Davenport & Co
Virginia
$14.4M +$1.68M +59,173 +13%
WANY
72
Wealthspire Advisors (New York)
New York
$14.1M +$14.2M +497,936 New
LFAS
73
Level Four Advisory Services
Texas
$14.1M +$409K +14,365 +3%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$13.8M +$13.9M +487,455 New
LGW
75
Leslie Global Wealth
Illinois
$13.7M +$13.7M +481,454 New