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State Street SPDR Portfolio TIPS ETF
SPIP

Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
1
Charles Schwab
California
$88.2M -$3.06M -118,874 -3%
State Street
2
State Street
Massachusetts
$46.9M -$335K -13,010 -0.7%
LPL Financial
3
LPL Financial
California
$39.2M +$3.47M +134,776 +10%
Bank of America
4
Bank of America
North Carolina
$29.9M +$12.3M +478,559 +68%
PFA
5
Pure Financial Advisors
California
$29M -$433K -16,838 -1%
Cerity Partners
6
Cerity Partners
New York
$22.7M +$184K +7,150 +0.8%
3AM
7
3EDGE Asset Management
Florida
$19.8M +$20.1M +782,945 New
CFS
8
Cannon Financial Strategists
Georgia
$19.5M +$1.4M +54,512 +8%
SMM
9
Stadion Money Management
Georgia
$19.2M +$66.9K +2,600 +0.3%
WCWM
10
Willow Creek Wealth Management
California
$15.2M +$591K +22,981 +4%
HFS
11
Hughes Financial Services
Virginia
$14.4M +$14.7M +569,946 New
Morgan Stanley
12
Morgan Stanley
New York
$10.8M -$418K -16,256 -4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.25M -$427K -16,596 -4%
PWM
14
Prentice Wealth Management
New York
$8.71M +$428K +16,616 +5%
GVAG
15
Great Valley Advisor Group
Delaware
$8.44M -$1.54M -59,654 -15%
GP
16
Greenline Partners
New York
$8.26M -$165K -6,426 -2%
WCWM
17
Wooster Corthell Wealth Management
Connecticut
$7.67M +$35.3K +1,370 +0.5%
Wells Fargo
18
Wells Fargo
California
$7.25M -$236K -9,156 -3%
EFL
19
ERn Financial LLC
Wisconsin
$5.84M +$308K +11,951 +5%
AWA
20
Aquire Wealth Advisors
Utah
$5.45M +$311K +12,096 +6%
Raymond James Financial
21
Raymond James Financial
Florida
$5.16M +$5.25M +204,026 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$4.05M -$3.39M -131,635 -45%
TIAA Trust, National Association
23
TIAA Trust, National Association
North Carolina
$3.89M +$193K +7,500 +5%
IA
24
IFG Advisory
Georgia
$3.81M +$310K +12,034 +9%
Truist Financial
25
Truist Financial
North Carolina
$3.48M +$52.1K +2,023 +1%
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