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State Street SPDR Portfolio TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$7.4M -$8.44K -323 -0.1%
TCFP
27
Treasure Coast Financial Planning
Florida
$7.05M +$199K +7,609 +3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$6.69M -$97.2K -3,719 -1%
Ameriprise
29
Ameriprise
Minnesota
$6.61M +$9.26K +354 +0.1%
MWM
30
Merriman Wealth Management
Washington
$6.37M -$203K -7,766 -3%
PWM
31
Prentice Wealth Management
New York
$6.27M -$803K -30,730 -11%
BA
32
Bridge Advisory
California
$5.89M -$164K -6,289 -3%
PAG
33
Private Advisor Group
New Jersey
$5.46M -$3.15M -120,470 -36%
CWM
34
Collaborative Wealth Management
Florida
$4.88M +$553K +21,137 +13%
Truist Financial
35
Truist Financial
North Carolina
$4.79M -$5.09M -194,732 -51%
AWA
36
Aquire Wealth Advisors
Utah
$4.77M +$248K +9,504 +5%
AWM
37
AE Wealth Management
Kansas
$4.7M +$406K +15,537 +9%
FTUS
38
Flow Traders U.S.
New York
$4.67M +$1.28M +48,869 +37%
PFM
39
Phillips Financial Management
Indiana
$4.6M +$6.77K +259 +0.1%
CCFCSB
40
Cape Cod Five Cents Savings Bank
Massachusetts
$4.25M -$336K -12,870 -7%
VBFP
41
Valtinson Bruner Financial Planning
Minnesota
$4.2M -$595K -22,741 -12%
EFL
42
ERn Financial LLC
Wisconsin
$4.2M +$80K +3,061 +2%
UBS Group
43
UBS Group
Switzerland
$4.08M +$1.59K +61 +0%
WCWM
44
Wooster Corthell Wealth Management
Connecticut
$3.79M +$539K +20,604 +16%
IA
45
IFG Advisory
Georgia
$3.52M +$3.26M +124,533 +1,079%
SW
46
SMART Wealth
Nebraska
$3.44M +$385K +14,734 +12%
VCM
47
Verde Capital Management
Michigan
$3.26M +$104K +3,981 +3%
SWM
48
SigFig Wealth Management
California
$2.91M -$260K -9,942 -9%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$2.9M +$2.65M +101,410 +930%
IA
50
Insight Advisors
Pennsylvania
$2.84M +$7.76K +297 +0.3%