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State Street SPDR Portfolio TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
76
Concorde Asset Management
Michigan
$606K -$2.31K -80 -0.4%
EW
77
Emerson Wealth
Michigan
$604K -$33.1K -1,146 -5%
VCM
78
Verde Capital Management
Michigan
$603K +$9.93K +344 +2%
Creative Planning
79
Creative Planning
Kansas
$584K +$378K +13,083 +186%
KBFS
80
Kohmann Bosshard Financial Services
Ohio
$578K -$120K -4,171 -17%
PAS
81
Park Avenue Securities
New York
$578K +$122K +4,231 +27%
CI
82
Cordant Inc
Oregon
$543K -$99.3K -3,437 -16%
AWM
83
AE Wealth Management
Kansas
$535K +$51.9K +1,797 +11%
WAS
84
Wealth Advisory Solutions
Indiana
$534K +$191K +6,620 +56%
NFG
85
Next Financial Group
Texas
$496K +$306K +10,599 +164%
Charles Schwab
86
Charles Schwab
California
$482K +$479K +16,585 New
V
87
Veritable
Delaware
$465K
WAS
88
Winch Advisory Services
Wisconsin
$464K +$9.62K +333 +2%
JP Morgan Chase
89
JP Morgan Chase
New York
$461K -$9.88K -342 -2%
BFA
90
Beacon Financial Advisory
Ohio
$456K -$20.2K -698 -4%
LWPC
91
Legacy Wealth Partners (California)
California
$443K -$18.7K -647 -4%
CAAS
92
Capital Asset Advisory Services
Michigan
$423K -$13K -451 -3%
GEA
93
Glen Eagle Advisors
New Jersey
$411K -$15K -520 -4%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$411K
TFS
95
Thoroughbred Financial Services
Tennessee
$397K
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$340K -$66.4K -2,300 -16%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$327K -$12.8K -444 -4%
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$326K -$12.8K -443 -4%
SIA
99
Strategic Investment Advisors
Michigan
$324K +$19.6K +677 +6%
SIC
100
Samalin Investment Counsel
New York
$321K -$43.9K -1,519 -12%