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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 +$45.6M +1,612,302 +4%
Financial Engines Advisors
2
Financial Engines Advisors
California
$984M +$37.3M +1,320,750 +4%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$737M
MG
4
Mather Group
Illinois
$243M +$77M +2,724,009 +45%
Ameriprise
5
Ameriprise
Minnesota
$211M +$25M +885,100 +13%
State Street
6
State Street
Massachusetts
$144M +$3.39M +119,878 +2%
MFG
7
Merit Financial Group
Georgia
$126M +$5.63M +199,315 +5%
UBS Group
8
UBS Group
Switzerland
$123M +$10.3M +365,116 +9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$94.5M +$1.83M +64,650 +2%
Bank of America
10
Bank of America
North Carolina
$93.5M -$26.5M -937,528 -22%
GI
11
GLOBALT Investments
Georgia
$92.3M -$514K -18,182 -0.5%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$88.8M +$5.43M +192,119 +6%
Wells Fargo
13
Wells Fargo
California
$83.8M +$27.9M +985,838 +49%
CWM
14
Congress Wealth Management
Massachusetts
$82.1M -$3.81M -134,909 -4%
KWM
15
Kingsview Wealth Management
Oregon
$80.3M +$76.8M +2,718,481 +1,667%
SGAM
16
Stephens Group Asset Management
Arkansas
$80.2M +$913K +32,302 +1%
ODIJL
17
One Day In July LLC
Vermont
$73M +$10.8M +381,321 +17%
CI
18
CX Institutional
Indiana
$61M +$19.4M +686,745 +46%
AssetMark Inc
19
AssetMark Inc
California
$60.2M +$8.96M +316,834 +17%
Goldman Sachs
20
Goldman Sachs
New York
$59.7M +$56.8M +2,010,149 +1,553%
PAG
21
Private Advisor Group
New Jersey
$50.3M -$5.96M -210,741 -10%
MIFH
22
Migdal Insurance & Financial Holdings
Israel
$48.3M +$1.48M +52,394 +3%
MNA
23
Manning & Napier Advisors
New York
$45.8M -$922K -32,634 -2%
JP Morgan Chase
24
JP Morgan Chase
New York
$41M -$37.8K -1,337 -0.1%
IAA
25
Independent Advisor Alliance
North Carolina
$40.3M +$40.1M +1,420,236 +5,283%