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State Street SPDR Portfolio TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNC
76
First National Corp
Massachusetts
$563K
BFA
77
Beaumont Financial Advisors
Massachusetts
$510K -$284K -9,975 -36%
Truist Financial
78
Truist Financial
North Carolina
$479K +$478K +16,779 New
AWM
79
AE Wealth Management
Kansas
$475K +$263K +9,218 +124%
BFA
80
Beacon Financial Advisory
Ohio
$468K +$468K +16,416 New
JP Morgan Chase
81
JP Morgan Chase
New York
$463K +$377K +13,230 +444%
LWPC
82
Legacy Wealth Partners (California)
California
$459K +$453K +15,895 New
V
83
Veritable
Delaware
$457K
PAS
84
Park Avenue Securities
New York
$448K +$188K +6,594 +73%
WAS
85
Winch Advisory Services
Wisconsin
$447K -$139K -4,881 -24%
BRWA
86
B. Riley Wealth Advisors
Florida
$443K -$33.5K -1,176 -7%
CAAS
87
Capital Asset Advisory Services
Michigan
$427K +$419K +14,717 New
GEA
88
Glen Eagle Advisors
New Jersey
$419K +$120K +4,224 +40%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$411K
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$400K +$75.2K +2,640 +23%
TFS
91
Thoroughbred Financial Services
Tennessee
$390K +$2.17K +76 +0.6%
CIAS
92
CBIZ Investment Advisory Services
Ohio
$361K
SIC
93
Samalin Investment Counsel
New York
$359K +$359K +12,599 New
FHC
94
First Heartland Consultants
Missouri
$351K -$113K -3,955 -24%
WI
95
WrapManager Inc
California
$337K +$79.9K +2,805 +31%
WAS
96
Wealth Advisory Solutions
Indiana
$336K +$336K +11,786 New
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$334K -$20.2K -709 -6%
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$333K +$122K +4,291 +58%
PAG
99
Pinnacle Advisory Group
Maryland
$314K +$27.2K +953 +9%
MHS
100
M Holdings Securities
Oregon
$310K +$309K +10,848 New