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State Street SPDR Portfolio TIPS Index ETF
SPIP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Charles Schwab Investment Advisory
1
Charles Schwab Investment Advisory
California
USD 347 M -USD 21.1 M -771,324 -6%
State Street
2
State Street
Massachusetts
USD 261 M +USD 26.4 M +965,390 +11%
Lincoln National Corp
3
Lincoln National Corp
Pennsylvania
USD 209 M +USD 6.99 M +255,886 +4%
Pure Financial Advisors
4
Pure Financial Advisors
California
USD 47.2 M -USD 246 k -8,994 -0.5%
AssetMark Inc
5
AssetMark Inc
California
USD 21 M -USD 1.84 M -67,354 -8%
Bank of America
6
Bank of America
North Carolina
USD 20.4 M -USD 8.81 M -322,530 -31%
Financial Enhancement Group
7
Financial Enhancement Group
Indiana
USD 19.9 M -USD 6.82 M -249,564 -26%
Morgan Stanley
8
Morgan Stanley
New York
USD 15.3 M +USD 130 k +4,746 +0.9%
TD Ameritrade Investment Management
9
TD Ameritrade Investment Management
Nebraska
USD 14.9 M +USD 3.52 M +128,748 +32%
Global Financial Private Capital
10
Global Financial Private Capital
Florida
USD 11.8 M -USD 391 k -14,300 -3%
Willow Creek Wealth Management
11
Willow Creek Wealth Management
California
USD 10.3 M +USD 670 k +24,536 +7%
UBP Investment Advisors
12
UBP Investment Advisors
Switzerland
USD 9.4 M -USD 390 k -14,288 -4%
Stadion Money Management
13
Stadion Money Management
Georgia
USD 8.57 M +USD 443 k +16,220 +6%
Merriman Wealth Management
14
Merriman Wealth Management
Washington
USD 7.8 M +USD 7.65 M +280,022 Nuevas
UBS AM
15
UBS AM
Illinois
USD 7.69 M +USD 579 k +21,192 +8%
TIAA FSB
16
TIAA FSB
Florida
USD 7.68 M -USD 4.96 M -181,646 -40%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
USD 7.14 M -USD 2 M -73,238 -22%
OptiFour Integrated Wealth Management
18
OptiFour Integrated Wealth Management
Virginia
USD 5.2 M +USD 263 k +9,630 +5%
UBS Group
19
UBS Group
Switzerland
USD 5.11 M +USD 276 k +10,116 +6%
Ritholtz Wealth Management
20
Ritholtz Wealth Management
New York
USD 3.71 M -USD 10.2 M -373,556 -74%
Larson Financial Group
21
Larson Financial Group
Missouri
USD 3.55 M +USD 346 k +12,664 +11%
EFL
22
ERn Financial LLC
Wisconsin
USD 3.54 M -USD 36.4 k -1,332 -1%
Cannon Financial Strategists
23
Cannon Financial Strategists
Georgia
USD 3.38 M +USD 3.32 M +121,430 Nuevas
Guggenheim Capital
24
Guggenheim Capital
Illinois
USD 3.22 M +USD 740 k +27,092 +31%
Ladenburg Thalmann Financial Services
25
Ladenburg Thalmann Financial Services
Florida
USD 3.18 M +USD 69.8 k +2,556 +2%
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