SPIP icon

State Street SPDR Portfolio TIPS ETF
SPIP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
226
Abound Wealth Management
Tennessee
$15 +$25 +1 New
LNC
227
Lincoln National Corp
Pennsylvania
– -$214M -8,350,188 Closed
CSIA
228
Charles Schwab Investment Advisory
California
– -$90.6M -3,536,643 Closed
FIA
229
Foundations Investment Advisors
Arizona
– -$8.19M -319,619 Closed
MWM
230
Mosley Wealth Management
California
– -$8.13M -317,309 Closed
KFGK
231
Keystone Financial Group (Kentucky)
Kentucky
– -$2.37M -92,560 Closed
Northern Trust
232
Northern Trust
Illinois
– -$1.27M -49,389 Closed
EIA
233
Eldridge Investment Advisors
New Hampshire
– -$1.2M -46,768 Closed
BA
234
Bridge Advisory
California
– -$917K -35,778 Closed
DWP
235
Destiny Wealth Partners
Florida
– -$665K -25,959 Closed
DWM
236
Drive Wealth Management
Utah
– -$357K -13,919 Closed
S4W
237
Solutions 4 Wealth
Texas
– -$347K -13,540 Closed
PGFC
238
Peapack-Gladstone Financial Corp
New Jersey
– -$324K -12,650 Closed
TFS
239
Thoroughbred Financial Services
Tennessee
– -$314K -12,288 Closed
NL
240
NWAM LLC
Washington
– -$291K -11,515 Closed
TC
241
Trilogy Capital
California
– -$286K -11,174 Closed
Prudential Financial
242
Prudential Financial
New Jersey
– -$283K -11,027 Closed
PWH
243
Priebe Wealth Holdings
Minnesota
– -$265K -10,330 Closed
SWP
244
Stratos Wealth Partners
Ohio
– -$250K -9,759 Closed
EIP
245
Ellis Investment Partners
Pennsylvania
– -$228K -8,880 Closed
KPWS
246
Kestra Private Wealth Services
Texas
– -$223K -8,706 Closed
AAS
247
Avantax Advisory Services
Texas
– -$216K -8,413 Closed
RSWM
248
Robertson Stephens Wealth Management
California
– -$212K -8,292 Closed
BRWA
249
B. Riley Wealth Advisors
Florida
– -$205K -8,249 Closed
PP
250
Prosperity Planning
Missouri
– -$202K -7,882 Closed
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10
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