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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$598M +$34.6M +1,228,037 +6%
State Street
2
State Street
Massachusetts
$326M +$19.7M +696,828 +6%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$297M
Ameriprise
4
Ameriprise
Minnesota
$262M -$126M -4,460,177 -33%
LPL Financial
5
LPL Financial
California
$188M +$33.8M +1,196,323 +22%
CWM
6
Congress Wealth Management
Massachusetts
$119M +$38.8M +1,375,199 +48%
GI
7
Gradient Investments
Minnesota
$115M -$21.2M -751,210 -16%
UBS Group
8
UBS Group
Switzerland
$110M -$782K -27,719 -0.7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$102M +$20.9M +741,761 +26%
Bank of America
10
Bank of America
North Carolina
$92.2M -$4.95M -175,600 -5%
SF
11
Synovus Financial
Georgia
$61.2M -$280K -9,942 -0.5%
SGAM
12
Stephens Group Asset Management
Arkansas
$49.7M -$1.45M -51,284 -3%
Morgan Stanley
13
Morgan Stanley
New York
$48.5M -$24.5M -866,960 -34%
MNG
14
Manning & Napier Group
New York
$43.9M
CI
15
CX Institutional
Indiana
$38.2M +$2.71M +96,215 +8%
NA
16
NewEdge Advisors
Louisiana
$36.8M -$2M -70,899 -5%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$31.5M -$1.08M -38,185 -3%
JP Morgan Chase
18
JP Morgan Chase
New York
$28.9M
OBWP
19
O'Brien Wealth Partners
Massachusetts
$21.9M +$9.37M +332,066 +75%
WS
20
Wela Strategies
Georgia
$20.7M -$295K -10,439 -1%
CWM
21
Comprehensive Wealth Management
Washington
$19.4M +$305K +10,819 +2%
AssetMark Inc
22
AssetMark Inc
California
$19.3M +$3.71M +131,405 +24%
OBWG
23
Onyx Bridge Wealth Group
New York
$18.3M -$2.04M -72,358 -10%
Osaic Holdings
24
Osaic Holdings
Arizona
$17.6M +$5.8M +205,530 +49%
OIA
25
OneDigital Investment Advisors
Kansas
$17.2M +$4.32M +153,226 +34%