SPIP icon

State Street SPDR Portfolio TIPS ETF
SPIP

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFP
101
Valtinson Bruner Financial Planning
Minnesota
$334K -$17.4K -666 -5%
FSG
102
Financial Strategies Group
Michigan
$329K +$41.7K +1,596 +15%
NL
103
NWAM LLC
Washington
$323K -$5.88K -225 -2%
SC
104
Savant Capital
Illinois
$321K -$13.9K -532 -4%
AAM
105
Advisors Asset Management
Colorado
$314K -$194K -7,430 -38%
KBFS
106
Kohmann Bosshard Financial Services
Ohio
$313K -$2.79K -107 -0.9%
FTS
107
Fifth Third Securities
Ohio
$309K -$35.6K -1,363 -10%
KAS
108
Kestra Advisory Services
Texas
$309K +$59.8K +2,290 +24%
LCG
109
Lynx Capital Group
Ohio
$304K – – –
DA
110
Detalus Advisors
Missouri
$279K +$16.3K +623 +6%
IWN
111
Independent Wealth Network
Iowa
$273K +$274K +10,488 New
KFGK
112
Keystone Financial Group (Kentucky)
Kentucky
$259K -$12.1K -465 -4%
BT
113
Banque Transatlantique
France
$256K +$257K +9,829 New
CI
114
Cordant Inc
Oregon
$255K – – –
HWM
115
HB Wealth Management
Georgia
$252K – – –
BS
116
Banco Santander
Spain
$248K – – –
RA
117
Range Advisory
Virginia
$243K +$244K +9,324 New
GCM
118
Gunpowder Capital Management
Maryland
$242K -$13.3K -508 -5%
DADC
119
D.A. Davidson & Co
Montana
$239K +$240K +9,190 New
SEP
120
Southland Equity Partners
Missouri
$233K -$7.42K -284 -3%
SOS
121
Silver Oak Securities
Tennessee
$230K -$3.08K -118 -1%
LFG
122
Larson Financial Group
Missouri
$225K -$60.4K -2,313 -21%
EIP
123
Ellis Investment Partners
Pennsylvania
$212K +$1.04K +40 +0.5%
CA
124
CoreCap Advisors
Michigan
$210K +$1.8K +69 +0.9%
BRPW
125
Ballast Rock Private Wealth
South Carolina
$208K -$31.9K -1,220 -13%
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