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State Street SPDR Portfolio TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FW
151
Fairway Wealth
Ohio
$80.8K -$1.58K -61 -2%
PTC
152
Private Trust Company
Ohio
$77.6K -$2.51K -97 -3%
W
153
WealthCollab
Washington
$71.8K
SAM
154
Smartleaf Asset Management
Massachusetts
$67.1K -$1.4K -54 -2%
BCMIO
155
Beacon Capital Management Inc (Ohio)
Ohio
$53.7K +$53.2K +2,059 New
PS
156
Principal Securities
Iowa
$52.2K -$17.4K -673 -25%
WAS
157
Winch Advisory Services
Wisconsin
$50.7K +$749 +29 +2%
RIA
158
Realta Investment Advisors
Delaware
$45.6K +$1.99K +77 +5%
AUB
159
Atlantic Union Bankshares
Virginia
$44.6K +$44.2K +1,712 New
PGAM
160
Princeton Global Asset Management
New Jersey
$43K -$33.8K -1,308 -44%
SFFS
161
Stonehage Fleming Financial Services
Jersey
$41.7K -$16.5K -640 -29%
Simplex Trading
162
Simplex Trading
Illinois
$31K +$31K +1,201 New
ATC
163
Adirondack Trust Company
New York
$29.5K
MA
164
Montag & Associates
Georgia
$28.3K
HI
165
Harbour Investments
Wisconsin
$24.6K +$78 +3 +0.3%
1IA
166
1620 Investment Advisors
Massachusetts
$22.2K -$7.75K -300 -26%
AAS
167
Ameritas Advisory Services
Nebraska
$21.9K +$21.7K +839 New
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$21.2K +$9.46K +366 +82%
EP
169
Essential Partners
California
$20.2K +$20.1K +777 New
CPA
170
Cardiff Park Advisors
California
$18.2K
AWM
171
Abound Wealth Management
Tennessee
$16.5K +$16.3K +632 New
T
172
Tidemark
California
$16.4K +$26 +1 +0.2%
OWP
173
ORG Wealth Partners
Texas
$16.3K
C
174
Covestor
United Kingdom
$16K -$724 -28 -4%
HR
175
Howe & Rusling
New York
$15.9K +$15.8K +610 New