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State Street SPDR Portfolio TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Silverlake Wealth Management
Vermont
$228K +$1.55K +60 +0.7%
NL
127
NWAM LLC
Washington
$227K +$223K +8,648 New
TC
128
TownSquare Capital
Utah
$224K -$30.4K -1,177 -12%
W
129
WealthCollab
Washington
$222K
TPW
130
Transatlantique Private Wealth
New York
$219K
YWM
131
Yoder Wealth Management
California
$218K
CST
132
Charles Schwab Trust
Nevada
$218K +$214K +8,288 New
NWM
133
Northwest Wealth Management
Iowa
$207K -$29.7K -1,150 -13%
PP
134
Prosperity Planning
Missouri
$206K +$202K +7,826 New
US Bancorp
135
US Bancorp
Minnesota
$187K +$129 +5 +0.1%
TPCW
136
TD Private Client Wealth
New York
$152K -$141K -5,473 -49%
Jones Financial Companies
137
Jones Financial Companies
Missouri
$144K +$87.5K +3,387 +162%
JFA
138
JNBA Financial Advisors
Minnesota
$143K -$99.2K -3,838 -41%
CAL
139
Capital Analysts LLC
Pennsylvania
$141K -$91.6K -3,543 -40%
SAM
140
S.A. Mason
Michigan
$138K
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$105K -$362 -14 -0.3%
PWA
142
Provenance Wealth Advisors
Florida
$105K
AF
143
Allworth Financial
California
$104K -$40.2K -1,556 -28%
Citigroup
144
Citigroup
New York
$102K +$12.3K +476 +14%
PGAM
145
Princeton Global Asset Management
New Jersey
$90.8K -$37.6K -1,455 -30%
HGERS
146
Householder Group Estate & Retirement Specialist
Arizona
$85K +$672 +26 +0.8%
FW
147
Fairway Wealth
Ohio
$82.8K -$13.7K -531 -14%
PTC
148
Private Trust Company
Ohio
$80.9K -$129 -5 -0.2%
PS
149
Principal Securities
Iowa
$72.2K
TCG
150
Transcendent Capital Group
Oklahoma
$63.2K +$52 +2 +0.1%