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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$800M +$42.2M +1,520,976 +6%
Financial Engines Advisors
2
Financial Engines Advisors
California
$799M +$11.8M +425,471 +2%
Ameriprise
3
Ameriprise
Minnesota
$175M +$262K +9,451 +0.2%
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$171M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$122M +$4.92M +177,120 +4%
MFG
6
Merit Financial Group
Georgia
$119M +$99.5M +3,585,095 +624%
UBS Group
7
UBS Group
Switzerland
$101M -$1.74M -62,536 -2%
CWM
8
Congress Wealth Management
Massachusetts
$96.3M -$12M -431,794 -11%
State Street
9
State Street
Massachusetts
$87.6M +$9.43M +339,674 +12%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$65.4M +$53.8M +1,937,968 +550%
SGAM
11
Stephens Group Asset Management
Arkansas
$58.3M +$19M +686,415 +51%
GI
12
GLOBALT Investments
Georgia
$56.3M +$54.8M +1,972,952 New
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$55.1M +$7.99M +288,023 +18%
PAG
14
Private Advisor Group
New Jersey
$51.7M -$42.9K -1,546 -0.1%
JP Morgan Chase
15
JP Morgan Chase
New York
$47.3M +$5.79M +208,595 +14%
MNG
16
Manning & Napier Group
New York
$46M
CI
17
CX Institutional
Indiana
$38.3M -$1.75M -62,890 -4%
SPA
18
Sentinel Pension Advisors
Massachusetts
$34.4M +$1.77M +63,693 +6%
NA
19
NewEdge Advisors
Louisiana
$33.7M +$2.9M +104,553 +10%
OBWP
20
O'Brien Wealth Partners
Massachusetts
$32.5M -$210K -7,584 -0.7%
AWM
21
AE Wealth Management
Kansas
$30.2M +$635K +22,868 +2%
Morgan Stanley
22
Morgan Stanley
New York
$29.5M -$44.3M -1,596,433 -61%
HighTower Advisors
23
HighTower Advisors
Illinois
$26.4M +$1.98M +71,424 +8%
GVAG
24
Great Valley Advisor Group
Delaware
$25.3M +$3.36M +121,107 +16%
PGA
25
Portland Global Advisors
Maine
$25.1M +$3M +107,982 +14%