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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
$1.54B +$145M +5,039,791 +10%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.28B +$16.3M +566,244 +1%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$1.11B +$42M +1,455,301 +4%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$368M +$189M +6,558,818 +104%
MG
5
Mather Group
Illinois
$341M +$16.7M +578,120 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$224M +$48.3M +1,674,443 +27%
Ameriprise
7
Ameriprise
Minnesota
$219M +$23.1M +799,805 +12%
MFG
8
Merit Financial Group
Georgia
$178M +$13M +450,448 +8%
GI
9
GLOBALT Investments
Georgia
$170M +$8.72M +302,580 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$157M +$60.4M +2,093,567 +62%
ODIJL
11
One Day In July LLC
Vermont
$154M +$14.2M +491,442 +10%
EWM
12
Evermay Wealth Management
Virginia
$141M +$7.79M +270,295 +6%
OIA
13
OneDigital Investment Advisors
Kansas
$115M +$100M +3,477,038 +668%
State Street
14
State Street
Massachusetts
$108M +$31.6M +1,094,811 +41%
KWM
15
Kingsview Wealth Management
Oregon
$97.8M +$1.52M +52,880 +2%
AssetMark Inc
16
AssetMark Inc
California
$89M +$7.51M +260,437 +9%
Wells Fargo
17
Wells Fargo
California
$84.6M +$2.19M +76,128 +3%
KIM
18
Kestra Investment Management
Texas
$82.2M +$82.7M +2,868,259 New
CI
19
CX Institutional
Indiana
$80.7M +$1.83M +63,583 +2%
SGAM
20
Stephens Group Asset Management
Arkansas
$72.7M -$21.2M -735,515 -22%
IAA
21
Independent Advisor Alliance
North Carolina
$67M +$66.2M +2,295,031 +5,409%
MNA
22
Manning & Napier Advisors
New York
$65.6M -$2.26M -78,345 -3%
SWIG
23
Strategic Wealth Investment Group
Kentucky
$63.5M +$477K +16,545 +0.8%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$59.1M +$4M +138,588 +7%
Bank of America
25
Bank of America
North Carolina
$54M -$360M -12,490,680 -87%