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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
51
Woodmont Investment Counsel
Tennessee
$18.1M +$1.18M +41,315 +7%
IPW
52
Impact Partnership Wealth
Georgia
$17.6M +$8.06M +283,159 +86%
Mariner
53
Mariner
Kansas
$16.7M -$770K -27,042 -4%
WCWM
54
Willow Creek Wealth Management
California
$16.6M +$1.38M +48,577 +9%
FHA
55
Flagship Harbor Advisors
Massachusetts
$16M -$12M -422,382 -43%
3AM
56
3EDGE Asset Management
Florida
$15.6M -$1.64M -57,736 -10%
HGA
57
Hobbs Group Advisors
South Carolina
$15.3M -$1.69M -59,484 -10%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$15M -$723K -25,376 -5%
MPW
59
Melone Private Wealth
Michigan
$14.9M +$143K +5,031 +1%
GAG
60
GM Advisory Group
New York
$14.4M +$183K +6,411 +1%
SRSA
61
S.R. Schill & Associates
Washington
$14M +$222K +7,781 +2%
OIA
62
OneDigital Investment Advisors
Kansas
$13.8M +$124K +4,364 +0.9%
LFAS
63
Level Four Advisory Services
Texas
$13.6M +$64.3K +2,257 +0.5%
AC
64
Arjuna Capital
North Carolina
$13.6M -$76.6K -2,691 -0.6%
WC
65
Waterloo Capital
Texas
$12.9M +$2.97M +104,392 +30%
AA
66
Apriem Advisors
California
$12.7M +$77.7K +2,728 +0.6%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$12.6M +$3.12M +109,456 +33%
TFGT
68
TS Financial Group (TSFG)
Illinois
$12.3M +$1.4M +49,057 +13%
CAC
69
Certified Advisory Corp
Florida
$12.2M -$290K -10,178 -2%
SL
70
Salomon & Ludwin
Virginia
$12M +$908K +31,883 +8%
APA
71
Astoria Portfolio Advisors
New York
$12M -$5.88M -206,370 -33%
MAM
72
Madison Asset Management
Wisconsin
$11.4M +$11.3M +395,287 New
OBWG
73
Onyx Bridge Wealth Group
New York
$11.3M +$5.79M +203,285 +108%
Bank of Nova Scotia
74
Bank of Nova Scotia
Ontario, Canada
$11M +$8.18M +287,191 +297%
SWP
75
Stratos Wealth Partners
Ohio
$10.4M +$9.24M +324,352 +875%