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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$20.8M +$449K +15,355 +2%
PAG
52
Private Advisor Group
New Jersey
$20.8M +$65K +2,221 +0.3%
W
53
WorthPointe
California
$20.4M +$4.74M +161,891 +30%
DJSG
54
D.J. St. Germain
Massachusetts
$18.8M +$1.7M +58,092 +10%
GEA
55
Glen Eagle Advisors
New Jersey
$18.6M +$8.42M +288,049 +83%
GPWA
56
Great Point Wealth Advisors
Massachusetts
$18.3M -$329K -11,234 -2%
GI
57
Gradient Investments
Minnesota
$18M +$1.03M +35,179 +6%
CIA
58
Concurrent Investment Advisors
Florida
$18M +$847K +28,973 +5%
MNA
59
Manning & Napier Advisors
New York
$16.5M -$1.2M -40,951 -7%
FG
60
Fiduciary Group
Georgia
$16.2M +$1.62M +55,285 +11%
MMA
61
Miracle Mile Advisors
California
$15.7M +$481K +16,445 +3%
CGPCS
62
Capital Group Private Client Services
California
$15.6M -$175K -6,000 -1%
MCM
63
MAI Capital Management
Ohio
$15.4M +$1.59M +54,373 +12%
OWA
64
OakTrust Wealth Advisors
Connecticut
$14.5M +$410K +14,028 +3%
SIA
65
SeaBridge Investment Advisors
New Jersey
$14.4M -$421K -14,388 -3%
SF
66
Summit Financial
New Jersey
$13.9M +$13.5M +462,458 +3,544%
FWM
67
Fonville Wealth Management
Virginia
$13.7M +$4.4M +150,467 +47%
SFM
68
Signet Financial Management
New Jersey
$13.5M +$514K +17,587 +4%
PFPG
69
Pinnacle Financial Partners (Georgia)
Georgia
$12.9M +$4.42M +151,011 +52%
MWAM
70
Manhattan West Asset Management
California
$12.8M +$1.03M +35,135 +9%
PWG
71
Private Wealth Group
Florida
$12.6M +$775K +26,514 +7%
Stifel Financial
72
Stifel Financial
Missouri
$12.4M -$4M -136,724 -24%
PWA
73
Principia Wealth Advisory
Texas
$12M +$12M +411,891 New
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$12M -$4.02M -137,597 -25%
RI
75
Rinkey Investments
California
$11.9M +$5.18K +177 +0%