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State Street SPDR Portfolio TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
126
Prosperity Planning
Missouri
$203K
CMMS
127
Comprehensive Money Management Services
Florida
$201K
SAG
128
SageView Advisory Group
California
$198K +$200K +7,632 New
GSWM
129
Golden State Wealth Management
California
$193K +$32.3K +1,231 +20%
GEA
130
Glen Eagle Advisors
New Jersey
$178K -$91.5K -3,491 -34%
GWM
131
Gilpin Wealth Management
Colorado
$164K +$166K +6,335 New
OP
132
ORG Partners
Indiana
$145K +$6.34K +242 +5%
SAM
133
S.A. Mason
Michigan
$136K
RF
134
Rossby Financial
Florida
$109K -$629 -24 -0.6%
CAL
135
Capital Analysts LLC
Pennsylvania
$107K
NFSG
136
Newbridge Financial Services Group
Florida
$106K +$107K +4,097 New
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$105K -$16.3K -623 -13%
AF
138
Allworth Financial
California
$102K -$16.4K -627 -14%
TPCW
139
TD Private Client Wealth
New York
$100K -$4.2K -160 -4%
SAM
140
Smartleaf Asset Management
Massachusetts
$96.5K
JFA
141
JNBA Financial Advisors
Minnesota
$87.4K
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$79.6K -$18.3K -697 -19%
PTC
143
Private Trust Company
Ohio
$78.8K
W
144
WealthCollab
Washington
$71.5K -$52 -2 -0.1%
MDCM
145
Morgan Dempsey Capital Management
Wisconsin
$70.9K
US Bancorp
146
US Bancorp
Minnesota
$67.7K +$3.77K +144 +6%
FW
147
Fairway Wealth
Ohio
$59K +$3.67K +140 +7%
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$54.8K +$50.8K +1,938 +1,107%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$53.2K +$26.2K +999 +95%
WAS
150
Winch Advisory Services
Wisconsin
$51.7K +$682 +26 +1%