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State Street SPDR Portfolio TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
101
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$436K -$2.33K -90 -0.5%
LJAC
102
L.J. Altfest & Co
New York
$426K -$104K -4,038 -20%
Pathstone Holdings
103
Pathstone Holdings
New Jersey
$406K
EA
104
Efficient Advisors
Ohio
$395K -$12.1K -467 -3%
SC
105
Savant Capital
Illinois
$395K -$19.7K -763 -5%
FPAS
106
Focus Partners Advisor Solutions
Missouri
$380K +$374K +14,465 New
NL
107
Navalign LLC
California
$378K -$40.6K -1,573 -10%
AWM
108
Accel Wealth Management
Iowa
$366K -$38.2K -1,479 -10%
GEA
109
Glen Eagle Advisors
New Jersey
$360K -$141K -5,461 -29%
CA
110
CoreCap Advisors
Michigan
$348K -$15K -579 -4%
VT
111
Vise Technologies
New York
$345K -$127K -4,921 -27%
BWM
112
Benchmark Wealth Management
Connecticut
$343K +$5.07K +196 +2%
LCG
113
Lynx Capital Group
Ohio
$324K
FTS
114
Fifth Third Securities
Ohio
$320K -$5.35K -207 -2%
SOS
115
Silver Oak Securities
Tennessee
$297K +$289K +11,185 +9,898%
Stifel Financial
116
Stifel Financial
Missouri
$283K -$15.5K -601 -5%
ATPW
117
Ashton Thomas Private Wealth
Arizona
$282K +$3K +116 +1%
FSG
118
Financial Strategies Group
Michigan
$282K
AIA
119
Alera Investment Advisors
Illinois
$265K -$4.78M -184,935 -95%
CI
120
Cordant Inc
Oregon
$257K
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$252K -$5.58K -216 -2%
HWM
122
HB Wealth Management
Georgia
$251K
BS
123
Banco Santander
Spain
$251K
KeyBank National Association
124
KeyBank National Association
Ohio
$249K +$33.8K +1,307 +16%
PFGIA
125
Patriot Financial Group Insurance Agency
Massachusetts
$245K -$14.8K -572 -6%