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State Street SPDR Portfolio TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
76
Auour Investments
Massachusetts
$679K +$10.7K +410 +2%
BW
77
BIP Wealth
Georgia
$668K -$55.1K -2,107 -8%
JP Morgan Chase
78
JP Morgan Chase
New York
$666K +$653K +24,977 +7,733%
UBS Group
79
UBS Group
Switzerland
$635K -$199K -7,616 -24%
SSWM
80
Sheets Smith Wealth Management
North Carolina
$591K
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$583K -$194K -7,416 -25%
Creative Planning
82
Creative Planning
Kansas
$570K -$12.3K -469 -2%
Northern Trust
83
Northern Trust
Illinois
$565K +$561K +21,471 New
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$552K -$242K -9,259 -31%
FNC
85
First National Corp
Massachusetts
$519K
KW
86
KWB Wealth
California
$517K +$22.6K +863 +5%
HF
87
HRT Financial
New York
$507K +$70.1K +2,683 +16%
OIA
88
OneDigital Investment Advisors
Kansas
$490K -$44.4K -1,699 -8%
FA
89
Flagstar Advisors
New York
$485K -$134K -5,108 -22%
PRTG
90
Post Resch Tallon Group
New York
$480K +$7.84K +300 +2%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$447K -$42.9K -1,642 -9%
CCWA
92
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$437K
RI
93
Ridgewood Investments
New Jersey
$433K -$78K -2,984 -15%
SEP
94
Southland Equity Partners
Missouri
$415K -$552K -21,108 -57%
VT
95
Vise Technologies
New York
$406K -$79.2K -3,028 -16%
KeyBank National Association
96
KeyBank National Association
Ohio
$401K +$48.7K +1,862 +14%
TPW
97
Transatlantique Private Wealth
New York
$398K +$110K +4,205 +39%
LFG
98
Larson Financial Group
Missouri
$386K -$196K -7,516 -34%
FTS
99
Fifth Third Securities
Ohio
$368K -$95.4K -3,651 -21%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$362K -$66.2K -2,534 -16%