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State Street SPDR Portfolio TIPS ETF
SPIP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Charles Schwab
1
Charles Schwab
California
USD 95.8 M +USD 86.1 M +3,400,650 +923%
State Street
2
State Street
Massachusetts
USD 50.1 M -USD 398 k -15,709 -0.8%
LPL Financial
3
LPL Financial
California
USD 41.3 M -USD 18 k -710 -0%
Great Valley Advisor Group
4
Great Valley Advisor Group
Delaware
USD 34.1 M +USD 3.87 M +152,806 +13%
Pure Financial Advisors
5
Pure Financial Advisors
California
USD 30 M -USD 269 k -10,615 -0.9%
Cerity Partners
6
Cerity Partners
New York
USD 23.3 M +USD 403 k +15,933 +2%
Bank of America
7
Bank of America
North Carolina
USD 18.6 M -USD 2.2 M -87,029 -11%
Cannon Financial Strategists
8
Cannon Financial Strategists
Georgia
USD 18.3 M +USD 1.24 M +48,870 +7%
Stadion Money Management
9
Stadion Money Management
Georgia
USD 17.9 M -USD 4.55 M -179,841 -20%
Morgan Stanley
10
Morgan Stanley
New York
USD 15.3 M +USD 310 k +12,260 +2%
Willow Creek Wealth Management
11
Willow Creek Wealth Management
California
USD 14.5 M +USD 131 k +5,170 +0.9%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
USD 11.7 M +USD 471 k +18,600 +4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
USD 10.7 M -USD 690 k -27,246 -6%
JP Morgan Chase
14
JP Morgan Chase
New York
USD 9.6 M +USD 5.54 M +218,947 +137%
Greenline Partners
15
Greenline Partners
New York
USD 8.31 M +USD 76.6 k +3,025 +0.9%
Prentice Wealth Management
16
Prentice Wealth Management
New York
USD 8.05 M +USD 998 k +39,408 +14%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
USD 8.05 M -USD 183 k -7,234 -2%
Wells Fargo
18
Wells Fargo
California
USD 7.74 M -USD 216 k -8,527 -3%
Wooster Corthell Wealth Management
19
Wooster Corthell Wealth Management
Connecticut
USD 7.47 M +USD 452 k +17,841 +6%
TIAA Trust, National Association
20
TIAA Trust, National Association
North Carolina
USD 6.83 M -USD 207 k -8,186 -3%
Raymond James Financial Services Advisors
21
Raymond James Financial Services Advisors
Florida
USD 6.69 M -USD 188 k -7,445 -3%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
USD 6.38 M -USD 3.23 M -127,471 -34%
Osaic Holdings
23
Osaic Holdings
Arizona
USD 6.24 M -USD 156 k -6,181 -2%
RI
24
Rinkey Investments
California
USD 5.69 M -USD 12 k -475 -0.2%
EFL
25
ERn Financial LLC
Wisconsin
USD 5.33 M +USD 553 k +21,853 +12%
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