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State Street SPDR Portfolio TIPS ETF
SPIP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Raffa Wealth Management
26
Raffa Wealth Management
District of Columbia
USD 4.06 M +USD 4.1 M +158,108 Nuevas
Focus Partners Wealth
27
Focus Partners Wealth
Massachusetts
USD 3.65 M +USD 3.69 M +142,117 Nuevas
VCM
28
Verde Capital Management
Michigan
USD 3.33 M +USD 55.9 k +2,154 +2%
Garde Capital
29
Garde Capital
Washington
USD 3.27 M +USD 171 k +6,597 +5%
NA
30
Note Advisors
New York
USD 3.1 M +USD 156 k +6,003 +5%
Raymond James Financial
31
Raymond James Financial
Florida
USD 3.08 M +USD 117 k +4,525 +4%
IWS
32
Integrity Wealth Solutions
Colorado
USD 2.82 M +USD 62.3 k +2,401 +2%
JP Morgan Chase
33
JP Morgan Chase
New York
USD 2.68 M -USD 390 k -15,035 -13%
TIAA Trust, National Association
34
TIAA Trust, National Association
North Carolina
USD 2.6 M +USD 648 +25 +0%
BWM
35
BlackDiamond Wealth Management
New York
USD 2.51 M +USD 1.04 M +40,147 +67%
CFS Investment Advisory Services
36
CFS Investment Advisory Services
New Jersey
USD 2.51 M +USD 958 k +36,927 +60%
Foundations Investment Advisors
37
Foundations Investment Advisors
Arizona
USD 2.37 M +USD 305 k +11,768 +15%
Allen Capital Group
38
Allen Capital Group
Nebraska
USD 2.19 M +USD 35.9 k +1,385 +2%
Continuum Advisory
39
Continuum Advisory
Idaho
USD 2.06 M +USD 157 k +6,063 +8%
L.J. Altfest & Co
40
L.J. Altfest & Co
New York
USD 2.04 M +USD 106 k +4,079 +5%
Jacobi Capital Management
41
Jacobi Capital Management
Pennsylvania
USD 2.03 M +USD 293 k +11,306 +17%
Truist Financial
42
Truist Financial
North Carolina
USD 2.01 M -USD 136 k -5,229 -6%
D.J. St. Germain
43
D.J. St. Germain
Massachusetts
USD 1.92 M -USD 26.8 k -1,035 -1%
RI
44
Rinkey Investments
California
USD 1.83 M -USD 23.9 k -921 -1%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
USD 1.78 M +USD 247 k +9,514 +16%
Gerber Kawasaki Wealth & Investment Management
46
Gerber Kawasaki Wealth & Investment Management
California
USD 1.75 M +USD 172 k +6,646 +11%
SigFig Wealth Management
47
SigFig Wealth Management
California
USD 1.48 M -USD 26.5 k -1,022 -2%
CANC
48
Culbertson A N & Co
Virginia
USD 1.46 M – – –
Mariner
49
Mariner
Kansas
USD 1.45 M -USD 19.6 k -755 -1%
Osaic Holdings
50
Osaic Holdings
Arizona
USD 1.29 M +USD 221 k +8,541 +20%
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