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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MNA
51
Manning & Napier Advisors
New York
$17.7M +$3.38M +115,403 +24%
CIA
52
Concurrent Investment Advisors
Florida
$17.2M +$16.2M +553,249 +1,666%
DJSG
53
D.J. St. Germain
Massachusetts
$17.1M +$1.56M +53,102 +10%
GI
54
Gradient Investments
Minnesota
$17M +$704K +24,040 +4%
Stifel Financial
55
Stifel Financial
Missouri
$16.5M +$467K +15,939 +3%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$16.1M +$173K +5,919 +1%
CGPCS
57
Capital Group Private Client Services
California
$15.8M -$999K -34,089 -6%
W
58
WorthPointe
California
$15.7M +$12.7M +434,911 +426%
MMA
59
Miracle Mile Advisors
California
$15.2M +$1.96M +66,914 +15%
SIA
60
SeaBridge Investment Advisors
New Jersey
$14.9M +$4.02M +137,359 +37%
FG
61
Fiduciary Group
Georgia
$14.7M +$1.75M +59,707 +14%
OWA
62
OakTrust Wealth Advisors
Connecticut
$14.2M +$14.2M +484,422 New
MCM
63
MAI Capital Management
Ohio
$13.8M +$13.6M +464,377 +6,002%
SFM
64
Signet Financial Management
New Jersey
$13.1M +$672K +22,935 +5%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$12.3M +$540K +18,423 +5%
AWAU
66
Alliance Wealth Advisors (Utah)
Utah
$12.1M +$11.5M +391,549 +1,673%
RI
67
Rinkey Investments
California
$11.9M -$29.5K -1,007 -0.2%
OBWP
68
O'Brien Wealth Partners
Massachusetts
$11.9M +$246K +8,409 +2%
PWG
69
Private Wealth Group
Florida
$11.8M +$1.32M +45,152 +13%
MWAM
70
Manhattan West Asset Management
California
$11.8M +$2.5M +85,357 +27%
LFS
71
Lighthouse Financial Services
California
$11.7M +$11.7M +400,433 New
EWA
72
EP Wealth Advisors
California
$11.2M +$11.2M +381,567 New
TCFP
73
Treasure Coast Financial Planning
Florida
$10.7M +$515K +17,593 +5%
MFG
74
Merit Financial Group
Georgia
$10.7M -$2.05M -69,957 -16%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$10.7M +$1.32M +44,901 +14%