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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
26
DAGCO Inc
Ohio
$33.5M +$8.7M +297,434 +35%
GKWIM
27
Gerber Kawasaki Wealth & Investment Management
California
$32.8M +$13.3M +453,499 +68%
HWA
28
HHM Wealth Advisors
Tennessee
$32.7M +$578K +19,773 +2%
AFAS
29
Acorn Financial Advisory Services
Virginia
$29.5M +$965K +32,992 +3%
Renaissance Technologies
30
Renaissance Technologies
New York
$28.2M -$19.8M -676,500 -41%
CA
31
Crane Advisory
California
$27.8M +$977K +33,425 +4%
CFD
32
Creative Financial Designs
Indiana
$27.7M +$1.38M +47,118 +5%
WIC
33
Woodmont Investment Counsel
Tennessee
$27.6M +$2.56M +87,460 +10%
Raymond James Financial
34
Raymond James Financial
Florida
$27M +$3.8M +129,954 +16%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$26.1M +$5.81M +198,705 +29%
PAS
36
Park Avenue Securities
New York
$24.9M -$2.47M -84,458 -9%
HWA
37
Heartwood Wealth Advisors
Virginia
$24.9M +$359K +12,268 +1%
NCM
38
Nelson Capital Management
California
$24.4M +$875K +29,929 +4%
ECM
39
Evergreen Capital Management
Washington
$24.3M -$484K -16,543 -2%
AssetMark Inc
40
AssetMark Inc
California
$23.2M -$19.5M -665,779 -46%
BSWM
41
Boston Standard Wealth Management
Massachusetts
$23M +$1.1M +37,631 +5%
QC
42
Quent Capital
New York
$22.3M +$5.54M +189,365 +33%
PAG
43
Private Advisor Group
New Jersey
$22.1M -$4.06M -138,855 -16%
WCWM
44
Willow Creek Wealth Management
California
$21.9M +$571K +19,547 +3%
UBS Group
45
UBS Group
Switzerland
$20.8M -$191K -6,516 -0.9%
SPIA
46
Steward Partners Investment Advisory
New York
$19.2M +$2M +68,439 +12%
EH
47
Equitable Holdings
New York
$19.2M +$10.6M +363,541 +125%
JP Morgan Chase
48
JP Morgan Chase
New York
$17.6M +$95.7K +3,275 +0.5%
GPWA
49
Great Point Wealth Advisors
Massachusetts
$17.3M +$17.2M +589,064 New
TRCT
50
Tower Research Capital (TRC)
New York
$17M +$15.2M +520,109 +848%