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State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX

Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
1
State Street
Massachusetts
$489M +$70M +3,342,108 +17%
SFM
2
Signet Financial Management
New Jersey
$14.9M +$2.16M +103,221 +17%
CA
3
Continuum Advisory
Idaho
$14.9M +$4.45M +212,660 +43%
AWM
4
Altavista Wealth Management
North Carolina
$10.3M +$406K +19,407 +4%
Citadel Advisors
5
Citadel Advisors
Florida
$9.64M +$7.88M +376,634 +441%
BC
6
Brio Consultants
California
$7.39M +$254K +12,153 +4%
CPFP
7
Clear Perspectives Financial Planning
Ohio
$7.16M +$6.32M +301,865 +731%
PCA
8
Pallas Capital Advisors
Massachusetts
$5.11M +$5.03M +240,303 New
Bank of America
9
Bank of America
North Carolina
$3.35M +$1.13M +53,767 +50%
NDSI
10
Newman Dignan & Sheerar Inc
Rhode Island
$2.82M +$967K +46,182 +52%
Goldman Sachs
11
Goldman Sachs
New York
$2.09M – – –
LPL Financial
12
LPL Financial
California
$2.05M +$923K +44,090 +81%
PWPS
13
Pinnacle Wealth Planning Services
Ohio
$2.03M +$815K +38,920 +66%
MML Investors Services
14
MML Investors Services
Massachusetts
$1.91M +$232K +11,062 +14%
PAG
15
Private Advisor Group
New Jersey
$1.88M +$931K +44,487 +98%
MA
16
Mutual Advisors
Nebraska
$1.77M +$114K +5,451 +7%
MGIA
17
Moneta Group Investment Advisors
Missouri
$1.71M +$134K +6,404 +8%
RJA
18
Raymond James & Associates
Florida
$1.62M +$609K +29,119 +60%
Deutsche Bank
19
Deutsche Bank
Germany
$1.44M – – –
Morgan Stanley
20
Morgan Stanley
New York
$1.13M +$525K +25,067 +86%
VWA
21
V Wealth Advisors
Kansas
$1.05M +$90.1K +4,305 +9%
Osaic Holdings
22
Osaic Holdings
Arizona
$739K +$174K +8,335 +31%
WWM
23
Western Wealth Management
Colorado
$644K +$389K +18,598 +152%
FI
24
FormulaFolio Investments
Michigan
$583K -$171K -8,159 -23%
IA
25
IFP Advisors
Florida
$391K -$37.3K -1,784 -9%
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