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State Street SPDR Portfolio TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
126
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$425K -$31.9K -1,248 -7%
FTS
127
Fifth Third Securities
Ohio
$413K -$167K -6,511 -29%
Pathstone Holdings
128
Pathstone Holdings
New Jersey
$409K
AWM
129
Accel Wealth Management
Iowa
$403K -$23.6K -921 -6%
EA
130
Efficient Advisors
Ohio
$396K +$256 +10 +0.1%
Mariner
131
Mariner
Kansas
$392K -$256K -10,025 -40%
JFA
132
JNBA Financial Advisors
Minnesota
$374K -$82.3K -3,218 -18%
AAM
133
Advisors Asset Management
Colorado
$368K +$29.2K +1,140 +9%
DWM
134
Drive Wealth Management
Utah
$357K -$132K -5,151 -27%
NWM
135
Napa Wealth Management
California
$351K +$350K +13,689 New
LCG
136
Lynx Capital Group
Ohio
$348K -$13.6K -532 -4%
S4W
137
Solutions 4 Wealth
Texas
$347K
CBC
138
Coombe, Bender & Co
New York
$333K +$486 +19 +0.1%
PGFC
139
Peapack-Gladstone Financial Corp
New Jersey
$324K -$99.5K -3,892 -24%
BWM
140
Benchmark Wealth Management
Connecticut
$316K
TFS
141
Thoroughbred Financial Services
Tennessee
$314K
TC
142
TownSquare Capital
Utah
$307K -$180K -7,029 -37%
OFS
143
OneAscent Financial Services
Alabama
$297K -$81.2K -3,174 -21%
NL
144
NWAM LLC
Washington
$291K +$20.3K +792 +7%
WWM
145
Western Wealth Management
Colorado
$288K -$195K -7,622 -40%
HGWM
146
Horst & Graben Wealth Management
Oregon
$288K -$5.78K -226 -2%
Stifel Financial
147
Stifel Financial
Missouri
$287K -$6.45K -252 -2%
FSG
148
Financial Strategies Group
Michigan
$287K +$1.56K +61 +0.5%
TC
149
Trilogy Capital
California
$286K -$152K -5,945 -35%
TPCW
150
TD Private Client Wealth
New York
$283K -$385K -15,045 -58%