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State Street Multi-Asset Real Return ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
76
Evermay Wealth Management
Virginia
$64K +$69.8K +2,288 New
GRP
77
Global Retirement Partners
California
$56K +$61K +2,000 New
TWA
78
TCI Wealth Advisors
Arizona
$41K
PA
79
Parallel Advisors
California
$37K +$30.7K +1,007 +305%
SPIA
80
Steward Partners Investment Advisory
New York
$26K +$15.7K +515 +129%
SWM
81
Spire Wealth Management
Virginia
$17K
TWM
82
Tradition Wealth Management
Minnesota
$14K
CIAS
83
Capital Investment Advisory Services
North Carolina
$9K +$9.91K +325 New
CA
84
CoreCap Advisors
Michigan
$5K +$5.24K +172 New
FFG
85
Ford Financial Group
California
-$4.64M -150,549 Closed
FCAG
86
First Capital Advisors Group
New Jersey
-$3.84M -124,436 Closed
SIA
87
SkyView Investment Advisors
New Jersey
-$3.78M -123,387 Closed
PWM
88
Perigon Wealth Management
California
-$1.49M -48,325 Closed
PPW
89
Parcion Private Wealth
Washington
-$806K -26,147 Closed
IMC Chicago
90
IMC Chicago
Illinois
-$739K -23,956 Closed
BCI
91
Brinker Capital Investments
Pennsylvania
-$615K -19,944 Closed
VC
92
Veracity Capital
Georgia
-$239K -7,749 Closed
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
-$231K -7,490 Closed
FAG
94
Fortitude Advisory Group
Washington
-$41K -1,345 Closed
Citigroup
95
Citigroup
New York
-$14K -463 Closed
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
-$13.2K -429 Closed