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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
$1.07B +$96.7M +3,368,959 +10%
Financial Engines Advisors
2
Financial Engines Advisors
California
$987M +$101M +3,527,587 +12%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$768M
Ameriprise
4
Ameriprise
Minnesota
$194M +$4.56M +158,738 +2%
MG
5
Mather Group
Illinois
$174M +$153M +5,345,559 +815%
State Street
6
State Street
Massachusetts
$147M +$54.7M +1,907,076 +61%
MFG
7
Merit Financial Group
Georgia
$125M -$9.73M -338,946 -7%
Bank of America
8
Bank of America
North Carolina
$125M +$34.9M +1,214,388 +39%
UBS Group
9
UBS Group
Switzerland
$118M -$1.48M -51,484 -1%
GI
10
GLOBALT Investments
Georgia
$96.8M -$3.82M -133,210 -4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$96.6M +$1.74M +60,699 +2%
CWM
12
Congress Wealth Management
Massachusetts
$89.5M -$10.9M -379,135 -11%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$87M +$12M +417,172 +16%
SGAM
14
Stephens Group Asset Management
Arkansas
$82.7M +$21.2M +739,377 +35%
ODIJL
15
One Day In July LLC
Vermont
$65M +$15.9M +554,124 +33%
Wells Fargo
16
Wells Fargo
California
$58.7M +$15.4M +536,551 +36%
PAG
17
Private Advisor Group
New Jersey
$58.6M +$378K +13,169 +0.7%
AssetMark Inc
18
AssetMark Inc
California
$53.6M +$13.5K +471 +0%
Morgan Stanley
19
Morgan Stanley
New York
$51.9M +$3.17M +110,331 +7%
MIFH
20
Migdal Insurance & Financial Holdings
Israel
$48.8M -$3.05M -106,169 -6%
MNA
21
Manning & Napier Advisors
New York
$48.7M +$412K +14,367 +0.9%
CI
22
CX Institutional
Indiana
$43.6M +$2.37M +82,429 +6%
SWIG
23
Strategic Wealth Investment Group
Kentucky
$43.6M +$43.1M +1,499,896 New
JP Morgan Chase
24
JP Morgan Chase
New York
$42.8M -$44.3M -1,543,765 -51%
CWM
25
Comprehensive Wealth Management
Washington
$40.4M -$424K -14,782 -1%