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State Street SPDR Portfolio TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
151
Horst & Graben Wealth Management
Oregon
$293K +$287K +11,454 New
HWM
152
HB Wealth Management
Georgia
$293K +$3.93K +157 +1%
ATPW
153
Ashton Thomas Private Wealth
Arizona
$288K -$93.6K -3,739 -25%
FSG
154
Financial Strategies Group
Michigan
$286K -$6.43K -257 -2%
NL
155
NWAM LLC
Washington
$274K +$48.7K +1,947 +22%
CA
156
CoreCap Advisors
Michigan
$273K -$2.58K -103 -1%
FCI
157
Financial Counselors Inc
Kansas
$262K
VPP
158
Vertex Planning Partners
Illinois
$253K +$37.7K +1,506 +18%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$250K -$6.23K -249 -2%
CI
160
Cordant Inc
Oregon
$250K -$28.3K -1,130 -10%
BS
161
Banco Santander
Spain
$244K
Prudential Financial
162
Prudential Financial
New Jersey
$237K -$599K -23,928 -72%
CAL
163
Capital Analysts LLC
Pennsylvania
$235K -$81.4K -3,251 -26%
PPP
164
Private Portfolio Partners
New Jersey
$226K -$47.7K -1,907 -18%
EIP
165
Ellis Investment Partners
Pennsylvania
$226K +$1.6K +64 +0.7%
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$224K +$3.35K +134 +2%
AWM
167
Ameliora Wealth Management
Switzerland
$224K
KPWS
168
Kestra Private Wealth Services
Texas
$223K -$2.28K -91 -1%
W
169
WealthCollab
Washington
$216K +$212K +8,464 New
AWS
170
Atria Wealth Solutions
New York
$215K -$667K -26,666 -76%
TPW
171
Transatlantique Private Wealth
New York
$213K +$209K +8,333 New
YWM
172
Yoder Wealth Management
California
$212K
RSWM
173
Robertson Stephens Wealth Management
California
$212K
IFG
174
Independent Financial Group
California
$206K
PP
175
Prosperity Planning
Missouri
$202K +$197K +7,882 New