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State Street SPDR Portfolio TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KW
76
KWB Wealth
California
$641K +$127K +4,854 +24%
FA
77
Flagstar Advisors
New York
$631K +$155K +5,899 +32%
BW
78
BIP Wealth
Georgia
$624K -$34.4K -1,313 -5%
SSWM
79
Sheets Smith Wealth Management
North Carolina
$583K
Creative Planning
80
Creative Planning
Kansas
$567K +$4.72K +180 +0.8%
Northern Trust
81
Northern Trust
Illinois
$557K
UBS Group
82
UBS Group
Switzerland
$517K -$110K -4,192 -17%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$506K +$66.3K +2,527 +15%
AAM
84
Advisors Asset Management
Colorado
$506K -$192K -7,339 -27%
OIA
85
OneDigital Investment Advisors
Kansas
$481K -$1.78K -68 -0.4%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$476K -$69K -2,630 -13%
PRTG
87
Post Resch Tallon Group
New York
$475K +$1.31K +50 +0.3%
VT
88
Vise Technologies
New York
$469K +$69.2K +2,639 +17%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$459K -$117K -4,471 -20%
KeyBank National Association
90
KeyBank National Association
Ohio
$434K +$39.1K +1,493 +10%
CCWA
91
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$430K
FFA
92
Farther Finance Advisors
California
$420K +$151K +5,775 +55%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$371K +$13.2K +502 +4%
VBFP
94
Valtinson Bruner Financial Planning
Minnesota
$350K -$4.59K -175 -1%
FTS
95
Fifth Third Securities
Ohio
$344K -$19.6K -749 -5%
BWMG
96
Barnes Wealth Management Group
California
$338K +$1.65K +63 +0.5%
SC
97
Savant Capital
Illinois
$334K -$7.68K -293 -2%
NL
98
NWAM LLC
Washington
$330K +$332K +12,660 New
WI
99
WBI Investments
New Jersey
$329K -$315 -12 -0.1%
GRP
100
Global Retirement Partners
California
$319K -$14.4K -549 -4%