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State Street SPDR Portfolio TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
101
Kohmann Bosshard Financial Services
Ohio
$315K
LCG
102
Lynx Capital Group
Ohio
$304K
MWM
103
Maridea Wealth Management
New York
$299K
FSG
104
Financial Strategies Group
Michigan
$284K
LFG
105
Larson Financial Group
Missouri
$284K -$97.8K -3,730 -25%
CWM
106
Collaborative Wealth Management
Florida
$281K -$58.5K -2,233 -17%
KFGK
107
Keystone Financial Group (Kentucky)
Kentucky
$270K -$44.8K -1,707 -14%
DA
108
Detalus Advisors
Missouri
$263K -$813 -31 -0.3%
CI
109
Cordant Inc
Oregon
$255K +$1.28K +49 +0.5%
GCM
110
Gunpowder Capital Management
Maryland
$254K +$257K +9,805 New
AWM
111
Accel Wealth Management
Iowa
$252K -$22.9K -873 -8%
HWM
112
HB Wealth Management
Georgia
$251K +$3.38K +129 +1%
KAS
113
Kestra Advisory Services
Texas
$249K -$59.4K -2,264 -19%
BS
114
Banco Santander
Spain
$248K
SEP
115
Southland Equity Partners
Missouri
$240K -$171K -6,517 -41%
BRPW
116
Ballast Rock Private Wealth
South Carolina
$239K +$241K +9,205 New
SOS
117
Silver Oak Securities
Tennessee
$233K -$36K -1,374 -13%
TFP
118
TrueWealth Financial Partners
Washington
$229K +$232K +8,840 New
TBF
119
True Blue Financial
Michigan
$229K +$232K +8,840 New
GS
120
GTS Securities
Florida
$223K +$225K +8,584 New
ML
121
McAdam LLC
Pennsylvania
$220K -$10.6K -403 -5%
Jones Financial Companies
122
Jones Financial Companies
Missouri
$211K -$16.2K -619 -7%
EIP
123
Ellis Investment Partners
Pennsylvania
$210K +$3.15K +120 +2%
CA
124
CoreCap Advisors
Michigan
$208K -$14.9K -569 -7%
RCA
125
Resonant Capital Advisors
Wisconsin
$208K -$109K -4,167 -34%