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State Street SPDR Portfolio TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Modera Wealth Management
New Jersey
$789K -$3.87K -148 -0.5%
SWTS
77
Stonehaven Wealth & Tax Solutions
Wisconsin
$743K -$15.5K -595 -2%
EH
78
Equitable Holdings
New York
$727K -$20.7K -791 -3%
AI
79
Auour Investments
Massachusetts
$696K +$18.3K +701 +3%
AFA
80
Amicus Financial Advisors
Texas
$649K -$5.62K -215 -0.9%
KW
81
KWB Wealth
California
$625K -$15.7K -602 -2%
BW
82
BIP Wealth
Georgia
$613K -$12.7K -488 -2%
Northern Trust
83
Northern Trust
Illinois
$612K +$53.7K +2,055 +10%
UBS Group
84
UBS Group
Switzerland
$611K +$92.9K +3,556 +18%
LFAS
85
Level Four Advisory Services
Texas
$607K -$303K -11,616 -33%
FA
86
Flagstar Advisors
New York
$589K -$44.5K -1,705 -7%
SSWM
87
Sheets Smith Wealth Management
North Carolina
$584K
PRTG
88
Post Resch Tallon Group
New York
$492K +$18K +690 +4%
VT
89
Vise Technologies
New York
$469K
TBF
90
True Blue Financial
Michigan
$465K +$236K +9,024 +102%
KeyBank National Association
91
KeyBank National Association
Ohio
$452K +$17.3K +662 +4%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$433K -$74.4K -2,849 -15%
OIA
93
OneDigital Investment Advisors
Kansas
$401K -$81K -3,103 -17%
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$400K +$28.5K +1,090 +8%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$394K -$83.3K -3,188 -17%
GS
96
GTS Securities
Florida
$393K +$170K +6,508 +76%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$380K -$80.9K -3,096 -18%
RI
98
Ridgewood Investments
New Jersey
$360K +$361K +13,829 New
FPAS
99
Focus Partners Advisor Solutions
Missouri
$352K +$354K +13,538 New
BWMG
100
Barnes Wealth Management Group
California
$346K +$6.97K +267 +2%