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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Comprehensive Wealth Management
Washington
$7.21M -$960K -33,396 -12%
ICMP
102
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.75M +$2.82M +98,283 +73%
MML Investors Services
103
MML Investors Services
Massachusetts
$6.69M +$1.94M +67,547 +41%
IWC
104
Integrated Wealth Concepts
Massachusetts
$6.65M +$788K +27,414 +14%
KFI
105
Key Financial Inc
Pennsylvania
$6.64M -$81.5K -2,835 -1%
IA
106
Inspire Advisors
Idaho
$6.54M -$283K -9,844 -4%
A
107
AlphaQuest
New York
$6.49M +$595K +20,701 +10%
AI
108
Auour Investments
Massachusetts
$6.48M -$7.33K -255 -0.1%
Creative Planning
109
Creative Planning
Kansas
$6.45M +$92.1K +3,205 +1%
RPGK
110
Retirement Planning Group (Kansas)
Kansas
$6.23M -$965K -33,594 -13%
SF
111
Synovus Financial
Georgia
$5.99M -$86.5K -3,009 -1%
VWWMG
112
Vermillion & White Wealth Management Group
Pennsylvania
$5.88M +$5.82M +202,624 +25,139%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$5.85M +$4.5M +156,586 +341%
SA
114
Sanctuary Advisors
Indiana
$5.83M +$904K +31,470 +18%
OBWG
115
Onyx Bridge Wealth Group
New York
$5.82M -$5.45M -189,795 -49%
Renaissance Technologies
116
Renaissance Technologies
New York
$5.46M +$715K +24,900 +15%
DC
117
Davenport & Co
Virginia
$5.45M +$1.31M +45,703 +32%
HPC
118
Hobart Private Capital
North Carolina
$5.39M +$425K +14,792 +9%
AQR Capital Management
119
AQR Capital Management
Connecticut
$5.35M +$4.31M +150,006 +429%
WWM
120
Western Wealth Management
Colorado
$5.1M -$16.2K -563 -0.3%
GWP
121
Gateway Wealth Partners
Wisconsin
$5.04M +$752K +26,174 +18%
KAS
122
Kestra Advisory Services
Texas
$4.97M +$782K +27,226 +19%
MYIA
123
Mount Yale Investment Advisors
Colorado
$4.68M +$4.65M +161,961 New
TC
124
Trilogy Capital
California
$4.66M +$361K +12,561 +8%
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$4.62M +$3.74M +130,103 +440%