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State Street SPDR Portfolio TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Clearstead Advisors
151
Clearstead Advisors
Ohio
$8K +$7.88K +273 New
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$7K – – –
SFSG
153
Stearns Financial Services Group
North Carolina
$6K +$6.38K +221 New
Steward Partners Investment Advisory
154
Steward Partners Investment Advisory
New York
$5K – – –
LFG
155
LifePlan Financial Group
Ohio
$4K -$1.24K -43 -23%
LPWM
156
Lake Point Wealth Management
Texas
$4K – – –
JFA
157
JNBA Financial Advisors
Minnesota
$2K – – –
Orion Portfolio Solutions
158
Orion Portfolio Solutions
Nebraska
$1K -$8.38K -290 -87%
CIAS
159
Capital Investment Advisory Services
North Carolina
$1K – – –
EW
160
Evoke Wealth
California
$697 +$693 +24 New
Merriman Wealth Management
161
Merriman Wealth Management
Washington
– -$7.71M -270,102 Closed
BFA
162
Beaumont Financial Advisors
Massachusetts
– -$510K -17,863 Closed
FHC
163
First Heartland Consultants
Missouri
– -$351K -12,296 Closed
MHS
164
M Holdings Securities
Oregon
– -$310K -10,848 Closed
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
– -$246K -8,622 Closed
Atria Investments
166
Atria Investments
North Carolina
– -$242K -8,472 Closed
W
167
WealthOne
New York
– -$240K -8,398 Closed
BRC
168
Bell Rock Capital
Delaware
– -$211K -7,364 Closed
AWM
169
Affinity Wealth Management
Delaware
– -$208K -7,284 Closed
IFWM
170
Institute for Wealth Management
Colorado
– -$111K -3,885 Closed
VCM
171
Vigilant Capital Management
Maine
– -$42K -1,480 Closed
MCF Advisors
172
MCF Advisors
Kentucky
– -$31K -1,084 Closed
EI
173
Ellevest Inc
New York
– -$14K -496 Closed
TA
174
TFG Advisers
Michigan
– -$12K -425 Closed
CFD
175
Creative Financial Designs
Indiana
– -$12K -408 Closed