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State Street SPDR Portfolio TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$746K +$78.3K +3,087 +11%
MWM
102
Modera Wealth Management
New Jersey
$727K +$4.54K +179 +0.6%
DWM
103
Drive Wealth Management
Utah
$709K -$213K -8,399 -23%
GLA
104
Good Life Advisors
Pennsylvania
$702K -$525K -20,698 -42%
DWP
105
Destiny Wealth Partners
Florida
$693K -$8.12K -320 -1%
GVAG
106
Great Valley Advisor Group
Delaware
$686K -$256K -10,088 -27%
WA
107
Waverly Advisors
Alabama
$651K
TPCW
108
TD Private Client Wealth
New York
$650K -$181K -7,155 -21%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$637K -$910K -35,872 -58%
LEFP
110
Leading Edge Financial Planning
Tennessee
$636K -$283K -11,142 -30%
NL
111
Navalign LLC
California
$563K +$246K +9,693 +75%
RI
112
Ridgewood Investments
New Jersey
$560K -$1.95K -77 -0.3%
TC
113
TownSquare Capital
Utah
$559K -$22.3K -878 -4%
KBFS
114
Kohmann Bosshard Financial Services
Ohio
$554K -$423K -16,667 -43%
NWM
115
Northwest Wealth Management
Iowa
$551K -$19.4K -767 -3%
CAGAS
116
Capital Advisory Group Advisory Services
Minnesota
$551K -$21K -827 -4%
PGFC
117
Peapack-Gladstone Financial Corp
New Jersey
$545K -$95K -3,746 -15%
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$538K +$308K +12,163 +128%
LA
119
LexAurum Advisors
Kansas
$526K -$14.9K -586 -3%
CCWA
120
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$518K -$67.3K -2,652 -11%
LFG
121
Larson Financial Group
Missouri
$515K -$8.47K -334 -2%
AWM
122
Accel Wealth Management
Iowa
$507K
SAG
123
SageView Advisory Group
California
$501K -$72.6K -2,862 -12%
AI
124
Auour Investments
Massachusetts
$495K +$37.1K +1,462 +8%
FNC
125
First National Corp
Massachusetts
$490K