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State Street SPDR Portfolio TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
226
Elevation Wealth Partners
California
$1.27K +$1.28K +49 New
TFA
227
Transamerica Financial Advisors
Florida
$1K -$78 -3 -10%
CT
228
Clearstead Trust
Maine
$880 – – –
RPCA
229
Running Point Capital Advisors
California
$775 – – –
FCAG
230
First Capital Advisors Group
New Jersey
$588 +$601 +23 New
AssetMark Inc
231
AssetMark Inc
California
$258 -$5.99K -229 -96%
FWM
232
Focused Wealth Management
New York
$207 – – –
NC
233
NewSquare Capital
Pennsylvania
$129 – – –
SIS
234
Strategic Investment Solutions
Illinois
$73 – – –
HWA
235
HHM Wealth Advisors
Tennessee
$26 – – –
BlueCrest Capital Management
236
BlueCrest Capital Management
Jersey
– -$3.38M -126,593 Closed
SMF
237
Sterling Manor Financial
New York
– -$1.17M -43,946 Closed
Simplicity Solutions
238
Simplicity Solutions
Minnesota
– -$1.12M -42,092 Closed
GIA
239
Gladstone Institutional Advisory
Florida
– -$781K -29,287 Closed
Renaissance Technologies
240
Renaissance Technologies
New York
– -$667K -25,000 Closed
GAA
241
Global Assets Advisory
Florida
– -$631K -24,014 Closed
AWM
242
Avaii Wealth Management
Wisconsin
– -$477K -17,878 Closed
CFA
243
Compass Financial Advisors
Indiana
– -$438K -16,428 Closed
Belvedere Trading
244
Belvedere Trading
Illinois
– -$347K -13,000 Closed
Thrivent Financial for Lutherans
245
Thrivent Financial for Lutherans
Minnesota
– -$315K -11,864 Closed
Northern Trust
246
Northern Trust
Illinois
– -$276K -10,352 Closed
HH
247
Hilltop Holdings
Texas
– -$251K -9,395 Closed
TSS
248
Two Sigma Securities
New York
– -$246K -9,239 Closed
TB
249
Treynor Bancshares
Iowa
– -$243K -9,111 Closed
SIC
250
Samalin Investment Counsel
New York
– -$240K -9,009 Closed