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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
$1.36B +$83.9M +2,918,962 +7%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.19B +$156M +5,444,992 +15%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$1.04B
Bank of America
4
Bank of America
North Carolina
$517M -$9.55M -332,408 -2%
MG
5
Mather Group
Illinois
$310M +$10.9M +379,765 +4%
RBA
6
Richard Bernstein Advisors
New York
$232M -$6.44M -224,145 -3%
Ameriprise
7
Ameriprise
Minnesota
$207M -$39.8M -1,384,148 -16%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$172M +$20.1M +700,724 +13%
GI
9
GLOBALT Investments
Georgia
$162M -$2.83M -98,511 -2%
MFG
10
Merit Financial Group
Georgia
$155M +$8.37M +291,256 +6%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$154M +$22.5M +783,183 +17%
EWM
12
Evermay Wealth Management
Virginia
$129M +$15M +523,486 +13%
ODIJL
13
One Day In July LLC
Vermont
$126M +$18.8M +655,484 +18%
Osaic Holdings
14
Osaic Holdings
Arizona
$101M +$82M +2,852,112 +440%
SWIG
15
Strategic Wealth Investment Group
Kentucky
$96.3M +$93.5M +3,252,821 +4,105%
SGAM
16
Stephens Group Asset Management
Arkansas
$94.6M +$9.36M +325,705 +11%
KWM
17
Kingsview Wealth Management
Oregon
$87.2M +$7.66M +266,485 +10%
Wells Fargo
18
Wells Fargo
California
$82M +$4.12M +143,335 +5%
CI
19
CX Institutional
Indiana
$77.7M +$76.7M +2,667,815 +13,890%
State Street
20
State Street
Massachusetts
$77.4M -$87.5M -3,046,884 -53%
AssetMark Inc
21
AssetMark Inc
California
$76.2M +$4.32M +150,394 +6%
Morgan Stanley
22
Morgan Stanley
New York
$64.8M +$2.26M +78,548 +4%
CFG
23
Compton Financial Group
Maryland
$59.2M +$1.73M +60,286 +3%
SFC
24
Strategic Financial Concepts
Texas
$59.2M +$1.73M +60,286 +3%
MNA
25
Manning & Napier Advisors
New York
$57.3M +$4.28M +148,890 +8%