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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
51
Willow Creek Wealth Management
California
$12.3M +$10.9M +391,116 +948%
CAN
52
Cetera Advisor Networks
California
$12.1M -$25.1K -903 -0.2%
GRP
53
Global Retirement Partners
California
$11.6M +$195K +7,011 +2%
TC
54
Trilogy Capital
California
$11.5M +$659K +23,747 +6%
LFAS
55
Level Four Advisory Services
Texas
$11.1M -$273K -9,828 -2%
Mariner
56
Mariner
Kansas
$11M +$7.15M +257,821 +200%
CWM
57
Comprehensive Wealth Management
Washington
$10.2M -$96.9K -3,491 -1%
UFA
58
US Financial Advisors
Massachusetts
$10M +$309K +11,130 +3%
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$9.81M +$5.04M +181,697 +112%
EH
60
Equitable Holdings
New York
$9.65M +$3.8M +136,965 +68%
WC
61
Waterloo Capital
Texas
$9.56M +$7.79M +280,819 +520%
GAG
62
GM Advisory Group
New York
$9.45M -$711K -25,638 -7%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$8.97M +$1.16M +41,771 +15%
CPP
64
Capasso Planning Partners
South Carolina
$8.46M +$3.11M +112,000 +61%
KWM
65
Kingsview Wealth Management
Oregon
$8.46M +$500K +18,017 +6%
RJA
66
Raymond James & Associates
Florida
$8.26M +$85.8K +3,093 +1%
ARC
67
Advisor Resource Council
Texas
$8.23M +$7.59M +273,635 +1,898%
Mirae Asset Global Investments
68
Mirae Asset Global Investments
South Korea
$8.23M -$833K -30,000 -9%
NP
69
NorthRock Partners
Minnesota
$8.15M +$7.92M +285,482 New
ODIJL
70
One Day In July LLC
Vermont
$8.01M +$7.78M +280,379 New
IA
71
IFG Advisory
Georgia
$8M +$823K +29,648 +12%
D
72
Dentgroup
Louisiana
$7.68M +$3.19M +114,999 +75%
SWP
73
Stratos Wealth Partners
Ohio
$7.16M -$685K -24,691 -9%
DJSG
74
D.J. St. Germain
Massachusetts
$6.98M -$1.41M -50,691 -17%
SFM
75
Signet Financial Management
New Jersey
$6.93M +$458K +16,516 +7%