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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 376 M -USD 22.9 M -768,679 -6%
Lincoln National Corp
2
Lincoln National Corp
Pennsylvania
USD 197 M +USD 16 M +536,891 +9%
State Street
3
State Street
Massachusetts
USD 130 M -USD 27.2 M -914,930 -18%
Pure Financial Advisors
4
Pure Financial Advisors
California
USD 43.6 M -USD 1.03 M -34,732 -2%
TD Ameritrade Investment Management
5
TD Ameritrade Investment Management
Nebraska
USD 36.8 M +USD 3.29 M +110,425 +10%
LPL Financial
6
LPL Financial
California
USD 23.8 M +USD 12.5 M +421,396 +114%
Morgan Stanley
7
Morgan Stanley
New York
USD 23.1 M +USD 3.81 M +128,033 +20%
Bank of America
8
Bank of America
North Carolina
USD 22.4 M -USD 7.08 M -237,826 -24%
Financial Enhancement Group
9
Financial Enhancement Group
Indiana
USD 18.5 M -USD 7.65 M -256,952 -30%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 18 M +USD 7.17 M +240,759 +67%
AssetMark Inc
11
AssetMark Inc
California
USD 17.5 M -USD 3.19 M -107,013 -16%
Capital Analysts LLC
12
Capital Analysts LLC
Pennsylvania
USD 16.8 M -USD 244 k -8,182 -1%
TIAA FSB
13
TIAA FSB
Florida
USD 14.5 M +USD 3.3 M +111,026 +30%
Willow Creek Wealth Management
14
Willow Creek Wealth Management
California
USD 13.8 M +USD 275 k +9,230 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
USD 11.3 M +USD 1.18 M +39,759 +12%
UBP Investment Advisors
16
UBP Investment Advisors
Switzerland
USD 10.8 M +USD 184 k +6,168 +2%
Stadion Money Management
17
Stadion Money Management
Georgia
USD 9.6 M +USD 113 k +3,806 +1%
Global Financial Private Capital
18
Global Financial Private Capital
Florida
USD 8.91 M -USD 413 k -13,881 -4%
Cannon Financial Strategists
19
Cannon Financial Strategists
Georgia
USD 8.83 M -USD 134 k -4,511 -2%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
USD 8.58 M +USD 74.4 k +2,500 +0.9%
UBS Group
21
UBS Group
Switzerland
USD 8.14 M +USD 1.52 M +50,899 +23%
Private Advisor Group
22
Private Advisor Group
New Jersey
USD 8.04 M +USD 6.76 M +226,968 +572%
Glovista Investments
23
Glovista Investments
New Jersey
USD 7.03 M +USD 6.96 M +233,685 Nuevas
TD Private Client Wealth
24
TD Private Client Wealth
New York
USD 6.04 M +USD 5.97 M +200,543 Nuevas
Blueprint Investment Partners
25
Blueprint Investment Partners
North Carolina
USD 5.76 M +USD 154 k +5,188 +3%
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