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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
51
Capital Group Private Client Services
California
$16.8M +$95.3K +3,258 +0.6%
GI
52
Gradient Investments
Minnesota
$16.4M -$931K -31,846 -5%
Stifel Financial
53
Stifel Financial
Missouri
$16M +$1.35M +46,175 +9%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$15.9M -$1.03M -35,381 -6%
DJSG
55
D.J. St. Germain
Massachusetts
$15.6M +$1.2M +40,922 +8%
MNA
56
Manning & Napier Advisors
New York
$14.4M +$2.04M +69,618 +17%
SWP
57
Stratos Wealth Partners
Ohio
$14.4M +$365K +12,479 +3%
Kovitz Investment Group Partners
58
Kovitz Investment Group Partners
Illinois
$14.3M +$735K +25,145 +5%
IPW
59
Impact Partnership Wealth
Georgia
$13.6M +$1.14M +38,925 +9%
MMA
60
Miracle Mile Advisors
California
$13.3M +$735K +25,127 +6%
LWA
61
Lowe Wealth Advisors
Maryland
$13M +$506K +17,304 +4%
FG
62
Fiduciary Group
Georgia
$12.9M +$1.88M +64,261 +17%
MFG
63
Merit Financial Group
Georgia
$12.8M -$138M -4,730,310 -92%
SFM
64
Signet Financial Management
New Jersey
$12.4M +$752K +25,712 +6%
RI
65
Rinkey Investments
California
$12M +$103K +3,513 +0.9%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$11.7M +$11.7M +400,368 New
OBWP
67
O'Brien Wealth Partners
Massachusetts
$11.7M +$160K +5,482 +1%
SIA
68
SeaBridge Investment Advisors
New Jersey
$10.9M -$2.48M -84,661 -19%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$10.8M +$10.8M +369,891 New
PWG
70
Private Wealth Group
Florida
$10.5M +$4.22M +144,199 +67%
TCFP
71
Treasure Coast Financial Planning
Florida
$10.2M +$193K +6,607 +2%
Envestnet Portfolio Solutions
72
Envestnet Portfolio Solutions
Illinois
$10.1M -$204K -6,990 -2%
GEA
73
Glen Eagle Advisors
New Jersey
$9.96M +$214K +7,312 +2%
Mariner
74
Mariner
Kansas
$9.94M +$663K +22,671 +7%
OIA
75
OneDigital Investment Advisors
Kansas
$9.42M +$7.93M +271,186 +543%