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State Street SPDR Portfolio TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$5.27M +$2.85M +112,599 +119%
AWA
27
Aquire Wealth Advisors
Utah
$5.07M +$268K +10,577 +6%
AIA
28
Alera Investment Advisors
Illinois
$4.96M +$4.94M +195,009 New
Bank of New York Mellon
29
Bank of New York Mellon
New York
$4.59M -$847K -33,457 -16%
Jane Street
30
Jane Street
New York
$4.34M +$1.45M +57,152 +50%
PFM
31
Phillips Financial Management
Indiana
$3.99M -$433K -17,091 -10%
Goldman Sachs
32
Goldman Sachs
New York
$3.83M -$2.09M -82,402 -35%
DJSG
33
D.J. St. Germain
Massachusetts
$3.83M -$578K -22,839 -13%
Truist Financial
34
Truist Financial
North Carolina
$3.7M -$166K -6,569 -4%
IA
35
IFG Advisory
Georgia
$3.48M -$709 -28 -0%
PAG
36
Private Advisor Group
New Jersey
$3.26M -$37K -1,463 -1%
IWS
37
Integrity Wealth Solutions
Colorado
$3.12M -$781K -30,833 -20%
GF
38
Gries Financial
Ohio
$3M +$41.9K +1,654 +1%
SIA
39
SeaBridge Investment Advisors
New Jersey
$2.89M +$153K +6,048 +6%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$2.88M -$2.96K -117 -0.1%
TCFP
41
Treasure Coast Financial Planning
Florida
$2.62M -$3.05M -120,346 -54%
UBS Group
42
UBS Group
Switzerland
$2.62M +$113K +4,477 +5%
Financial Engines Advisors
43
Financial Engines Advisors
California
$2.53M +$298K +11,790 +13%
CCFCSB
44
Cape Cod Five Cents Savings Bank
Massachusetts
$2.53M -$708K -27,973 -22%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$2.52M +$27.2K +1,073 +1%
VCM
46
Verde Capital Management
Michigan
$2.46M +$259K +10,220 +12%
ACG
47
Allen Capital Group
Nebraska
$2.33M -$40.5K -1,598 -2%
SWM
48
SigFig Wealth Management
California
$2.1M -$179K -7,060 -8%
IA
49
Insight Advisors
Pennsylvania
$2.06M -$910K -35,938 -31%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$2.01M -$38K -1,499 -2%