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State Street SPDR Portfolio TIPS ETF
SPIP

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
151
Rossby Financial
Florida
$110K +$109K +4,237 New
PWA
152
Provenance Wealth Advisors
Florida
$106K – – –
FW
153
Fairway Wealth
Ohio
$83.4K – – –
PTC
154
Private Trust Company
Ohio
$81.1K +$20.7K +804 +35%
PGAM
155
Princeton Global Asset Management
New Jersey
$78K -$12.8K -498 -14%
W
156
WealthCollab
Washington
$72.7K – – –
SAM
157
Smartleaf Asset Management
Massachusetts
$69.3K +$8.13K +315 +14%
PS
158
Principal Securities
Iowa
$67.8K – – –
SFFS
159
Stonehage Fleming Financial Services
Jersey
$59.1K – – –
WAS
160
Winch Advisory Services
Wisconsin
$50.5K +$52 +2 +0.1%
SSB
161
Sandy Spring Bank
Maryland
$44.5K +$43.5K +1,686 New
RIA
162
Realta Investment Advisors
Delaware
$44.1K +$16.3K +631 +61%
MDCM
163
Morgan Dempsey Capital Management
Wisconsin
$37.9K +$11.7K +455 +46%
FMII
164
Farmers & Merchants Investments Inc
Nebraska
$32.1K – – –
BTI
165
Blue Trust Inc
Georgia
$31.3K +$3.02K +117 +11%
1IA
166
1620 Investment Advisors
Massachusetts
$30.3K – – –
ATC
167
Adirondack Trust Company
New York
$29.8K – – –
MA
168
Montag & Associates
Georgia
$28.7K +$28K +1,087 New
HI
169
Harbour Investments
Wisconsin
$24.8K -$232 -9 -0.9%
AWM
170
AE Wealth Management
Kansas
$23.2K -$1.88K -73 -8%
CPA
171
Cardiff Park Advisors
California
$18.5K – – –
C
172
Covestor
United Kingdom
$17K +$955 +37 +6%
T
173
Tidemark
California
$16.6K – – –
OWP
174
ORG Wealth Partners
Texas
$16.4K – – –
RWM
175
Ruedi Wealth Management
Illinois
$15.9K – – –
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