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State Street SPDR Portfolio TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
126
Western Wealth Management
Colorado
$482K -$8.93K -357 -2%
LEFP
127
Leading Edge Financial Planning
Tennessee
$480K -$171K -6,847 -27%
CCWA
128
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$456K -$75.5K -3,017 -14%
JFA
129
JNBA Financial Advisors
Minnesota
$455K +$135K +5,387 +43%
SC
130
Savant Capital
Illinois
$443K -$30.1K -1,202 -6%
TC
131
Trilogy Capital
California
$438K +$428K +17,119 New
AWM
132
Accel Wealth Management
Iowa
$426K -$93.6K -3,741 -18%
PGFC
133
Peapack-Gladstone Financial Corp
New Jersey
$423K -$135K -5,409 -25%
Pathstone Holdings
134
Pathstone Holdings
New Jersey
$409K +$400K +15,974 New
EA
135
Efficient Advisors
Ohio
$395K -$36.7K -1,466 -9%
OFS
136
OneAscent Financial Services
Alabama
$378K +$370K +14,773 New
AAS
137
Avantax Advisory Services
Texas
$375K -$7.38K -295 -2%
LCG
138
Lynx Capital Group
Ohio
$361K +$354K +14,129 New
SAG
139
SageView Advisory Group
California
$346K -$505K -20,168 Closed
S4W
140
Solutions 4 Wealth
Texas
$346K +$339K +13,540 New
KBFS
141
Kohmann Bosshard Financial Services
Ohio
$339K -$227K -9,058 -41%
AAM
142
Advisors Asset Management
Colorado
$338K +$8.58K +343 +3%
CBC
143
Coombe, Bender & Co
New York
$332K +$7.18K +287 +2%
WAS
144
Winch Advisory Services
Wisconsin
$328K -$38.2K -1,528 -11%
SA
145
Strategic Advocates
Utah
$325K -$164K -6,546 -34%
KL
146
KWMG LLC
Kansas
$319K +$313K +12,494 New
SWP
147
Stratos Wealth Partners
Ohio
$318K +$312K +12,451 New
BWM
148
Benchmark Wealth Management
Connecticut
$316K +$13.1K +524 +4%
TFS
149
Thoroughbred Financial Services
Tennessee
$314K
Stifel Financial
150
Stifel Financial
Missouri
$293K -$23.3K -932 -8%