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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Concurrent Investment Advisors
Florida
$19.6M +$1.71M +58,775 +10%
MNA
52
Manning & Napier Advisors
New York
$19.5M +$3.09M +106,323 +19%
IPW
53
Impact Partnership Wealth
Georgia
$19.2M -$9.75M -335,546 -34%
GPWA
54
Great Point Wealth Advisors
Massachusetts
$19.2M +$930K +32,027 +5%
PAG
55
Private Advisor Group
New Jersey
$18.4M -$2.29M -78,889 -11%
MWM
56
Modern Wealth Management
Kansas
$17.9M -$42.1M -1,449,370 -70%
EH
57
Equitable Holdings
New York
$17.7M -$12.4M -428,331 -41%
MMA
58
Miracle Mile Advisors
California
$16.6M +$1.06M +36,445 +7%
FG
59
Fiduciary Group
Georgia
$16.6M +$419K +14,422 +3%
FWM
60
Fonville Wealth Management
Virginia
$16.3M +$2.64M +90,840 +19%
MCM
61
MAI Capital Management
Ohio
$16.1M +$789K +27,164 +5%
HFS
62
Hughes Financial Services
Virginia
$16M +$16M +552,224 New
PWG
63
Private Wealth Group
Florida
$16M +$3.45M +118,761 +28%
CGPCS
64
Capital Group Private Client Services
California
$15.5M
SIA
65
SeaBridge Investment Advisors
New Jersey
$15.3M +$935K +32,197 +7%
IWC
66
Integrated Wealth Concepts
Massachusetts
$15M +$6.34M +218,120 +73%
PFPG
67
Pinnacle Financial Partners (Georgia)
Georgia
$14.9M +$2.06M +71,050 +16%
OWA
68
OakTrust Wealth Advisors
Connecticut
$14.7M +$225K +7,735 +2%
SF
69
Summit Financial
New Jersey
$14.5M +$706K +24,300 +5%
Stifel Financial
70
Stifel Financial
Missouri
$12.8M +$459K +15,794 +4%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$12.2M +$1.16M +39,831 +10%
IWAO
72
Independence Wealth Advisors (Ohio)
Ohio
$11.8M -$21.7M -746,509 -65%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$11.6M -$369K -12,714 -3%
SEI Investments
74
SEI Investments
Pennsylvania
$11.6M
LFS
75
Lighthouse Financial Services
California
$11.6M -$80.5K -2,770 -0.7%