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State Street SPDR Portfolio TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Q1WB
201
Quest 10 Wealth Builders
Virginia
$1.14K – – –
BNP Paribas Financial Markets
202
BNP Paribas Financial Markets
France
$1.09K +$496 +19 +83%
CT
203
Clearstead Trust
Maine
$858 – – –
MG
204
Mather Group
Illinois
$832 +$836 +32 New
TFA
205
Transamerica Financial Advisors
Florida
$633 – – –
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$390 -$52 -2 -12%
KG
207
Kilter Group
New York
$183 – – –
SRCM
208
Signature Resources Capital Management
California
$78 – – –
ADL
209
Asset Dedication LLC
California
$27 +$26 +1 New
FMP
210
Financial Management Professionals
Texas
$26 – – –
1L
211
10Elms LLP
Oklahoma
$7 – – –
IA
212
IFG Advisory
Georgia
– -$5.25M -202,235 Closed
CCWA
213
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$430K -16,589 Closed
WI
214
WBI Investments
New Jersey
– -$329K -12,681 Closed
MWM
215
Maridea Wealth Management
New York
– -$299K -11,514 Closed
CWM
216
Collaborative Wealth Management
Florida
– -$281K -10,838 Closed
AWM
217
Accel Wealth Management
Iowa
– -$252K -9,718 Closed
TFP
218
TrueWealth Financial Partners
Washington
– -$229K -8,840 Closed
RCA
219
Resonant Capital Advisors
Wisconsin
– -$208K -7,997 Closed
CMMS
220
Comprehensive Money Management Services
Florida
– -$201K -7,727 Closed
SAG
221
SageView Advisory Group
California
– -$198K -7,632 Closed
MA
222
Montag & Associates
Georgia
– -$28.2K -1,087 Closed
SA
223
Strategic Advocates
Utah
– -$14K -538 Closed
DRS
224
Deane Retirement Strategies
Louisiana
– -$8.46K -326 Closed
NS
225
NBC Securities
Alabama
– -$7.38K -284 Closed