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State Street SPDR Portfolio TIPS Index ETF
SPIP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Lincoln National Corp
1
Lincoln National Corp
Pennsylvania
USD 207 M +USD 6.53 M +261,118 +3%
Charles Schwab Investment Advisory
2
Charles Schwab Investment Advisory
California
USD 93.8 M -USD 3.75 M -149,766 -4%
State Street
3
State Street
Massachusetts
USD 49.4 M -USD 3.19 M -127,579 -6%
LPL Financial
4
LPL Financial
California
USD 46.3 M -USD 12.8 M -511,344 -22%
Bank of America
5
Bank of America
North Carolina
USD 39.9 M -USD 13.3 M -532,851 -25%
Pure Financial Advisors
6
Pure Financial Advisors
California
USD 30.7 M -USD 1.67 M -66,678 -5%
Cerity Partners
7
Cerity Partners
New York
USD 28.3 M +USD 8.93 M +356,862 +48%
Great Valley Advisor Group
8
Great Valley Advisor Group
Delaware
USD 23.5 M +USD 22.3 M +891,840 +3,229%
Stadion Money Management
9
Stadion Money Management
Georgia
USD 22.3 M -USD 15.8 M -631,442 -42%
Morgan Stanley
10
Morgan Stanley
New York
USD 19.2 M -USD 16.3 M -649,499 -46%
Cannon Financial Strategists
11
Cannon Financial Strategists
Georgia
USD 15.5 M -USD 433 k -17,315 -3%
Willow Creek Wealth Management
12
Willow Creek Wealth Management
California
USD 14.3 M +USD 938 k +37,466 +7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
USD 12.4 M -USD 1.63 M -65,181 -12%
Greenline Partners
14
Greenline Partners
New York
USD 11.1 M +USD 10.8 M +433,156 Nuevas
Charles Schwab
15
Charles Schwab
California
USD 10.1 M -USD 1.78 M -71,082 -15%
Valtinson Bruner Financial Planning
16
Valtinson Bruner Financial Planning
Minnesota
USD 9.46 M +USD 5.44 M +217,445 +143%
Mosley Wealth Management
17
Mosley Wealth Management
California
USD 8.95 M +USD 8.76 M +350,035 Nuevas
Foundations Investment Advisors
18
Foundations Investment Advisors
Arizona
USD 8.7 M -USD 901 k -36,010 -10%
Wells Fargo
19
Wells Fargo
California
USD 8.34 M +USD 371 k +14,830 +5%
TIAA Trust, National Association
20
TIAA Trust, National Association
North Carolina
USD 7.69 M -USD 888 k -35,467 -11%
Goldman Sachs
21
Goldman Sachs
New York
USD 7.46 M +USD 5.59 M +223,351 +327%
Prentice Wealth Management
22
Prentice Wealth Management
New York
USD 6.82 M +USD 318 k +12,722 +5%
Wooster Corthell Wealth Management
23
Wooster Corthell Wealth Management
Connecticut
USD 6.76 M +USD 2.52 M +100,886 +62%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
USD 6.72 M -USD 281 k -11,230 -4%
Raymond James Financial Services Advisors
25
Raymond James Financial Services Advisors
Florida
USD 6.52 M -USD 233 k -9,295 -4%
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