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State Street SPDR Portfolio TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
251
Steward Partners Investment Advisory
New York
$6K
Citigroup
252
Citigroup
New York
$4K -$44.9K -1,430 -91%
LPWM
253
Lake Point Wealth Management
Texas
$4K
WT
254
Washington Trust
Rhode Island
$3K -$8.6K -274 -72%
TRCT
255
Tower Research Capital (TRC)
New York
$3K
CT
256
Clearstead Trust
Maine
$3K +$2.79K +89 New
KFI
257
Key Financial Inc
Pennsylvania
$3K +$2.92K +93 New
MAM
258
McCarthy Asset Management
California
$2K
CIAS
259
Capital Investment Advisory Services
North Carolina
$1K
BWM
260
BerganKDV Wealth Management
Minnesota
$1K +$1.41K +45 New
GI
261
Glovista Investments
New Jersey
-$4.65M -149,300 Closed
HR
262
Hayden Royal
North Carolina
-$2.78M -89,338 Closed
LFAS
263
Level Four Advisory Services
Texas
-$2.75M -88,424 Closed
FHC
264
First Heartland Consultants
Missouri
-$2.22M -71,322 Closed
TSS
265
Two Sigma Securities
New York
-$1.17M -37,624 Closed
JWCA
266
J.W. Cole Advisors
Florida
-$363K -11,655 Closed
AL
267
Aspiriant LLC
California
-$296K -9,495 Closed
VAS
268
Vestmark Advisory Solutions
Massachusetts
-$219K -7,020 Closed
IWM
269
IHT Wealth Management
Illinois
-$207K -6,639 Closed
SB
270
Strategic Blueprint
Georgia
-$116K -3,723 Closed
HWA
271
Heritage Wealth Advisors
Virginia
-$78.3K -2,514 Closed
SL
272
Savior LLC
Massachusetts
-$36K -1,143 Closed
JWBC
273
John W. Brooker & Co
California
-$33K -1,062 Closed
RG
274
Retirement Group
California
-$21K -678 Closed
MPWT
275
MassMutual Private Wealth & Trust
Connecticut
-$18K -586 Closed