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State Street SPDR Portfolio TIPS ETF
SPIP

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
101
Resonant Capital Advisors
Wisconsin
$802K -$195K -7,453 -19%
LFAS
102
Level Four Advisory Services
Texas
$780K – – –
MPW
103
MA Private Wealth
California
$779K -$210K -8,017 -21%
MWM
104
Modera Wealth Management
New Jersey
$751K +$760K +29,075 New
DWP
105
Destiny Wealth Partners
Florida
$728K -$49.3K -1,885 -6%
GRP
106
Global Retirement Partners
California
$716K -$9.99K -382 -1%
IWC
107
Integrated Wealth Concepts
Massachusetts
$696K +$115K +4,386 +19%
QCIG
108
Quad-Cities Investment Group
Iowa
$696K -$161K -6,152 -19%
V
109
Veritable
Delaware
$683K – – –
WA
110
Waverly Advisors
Alabama
$677K +$685K +26,196 New
WWM
111
Western Wealth Management
Colorado
$676K +$131 +5 +0%
PGFC
112
Peapack-Gladstone Financial Corp
New Jersey
$664K -$83K -3,174 -11%
AG
113
Ascent Group
Virginia
$661K +$677K +25,902 New
CCWA
114
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$607K +$95.6K +3,657 +18%
TC
115
TownSquare Capital
Utah
$604K -$387K -14,820 -39%
SAG
116
SageView Advisory Group
California
$595K -$291K -11,130 -33%
CAGAS
117
Capital Advisory Group Advisory Services
Minnesota
$595K +$418 +16 +0.1%
NWM
118
Northwest Wealth Management
Iowa
$593K -$53.9K -2,060 -8%
RI
119
Ridgewood Investments
New Jersey
$585K +$55K +2,104 +10%
LA
120
LexAurum Advisors
Kansas
$562K -$38.7K -1,482 -6%
LFG
121
Larson Financial Group
Missouri
$545K +$34.2K +1,307 +7%
AWM
122
Accel Wealth Management
Iowa
$527K +$500K +19,115 +1,479%
FNC
123
First National Corp
Massachusetts
$510K – – –
GWP
124
Gateway Wealth Partners
Wisconsin
$508K -$94.7K -3,623 -16%
SC
125
Savant Capital
Illinois
$507K -$33.3K -1,275 -6%
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