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iShares 0-5 Year TIPS Bond ETF
STIP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Modera Wealth Management
1
Modera Wealth Management
New Jersey
USD 123 M -USD 2.08 M -21,048 -2%
BlackRock
2
BlackRock
New York
USD 112 M -USD 21.8 M -220,375 -16%
Personal Capital Advisors
3
Personal Capital Advisors
California
USD 85.2 M +USD 7.11 M +71,850 +9%
Bank of America
4
Bank of America
North Carolina
USD 67.7 M +USD 5.52 M +55,794 +9%
Destination Wealth Management
5
Destination Wealth Management
California
USD 48.7 M +USD 1.95 M +19,671 +4%
UBS Group
6
UBS Group
Switzerland
USD 41.2 M +USD 3.25 M +32,857 +9%
L.J. Altfest & Co
7
L.J. Altfest & Co
New York
USD 39.6 M +USD 823 k +8,310 +2%
Morgan Stanley
8
Morgan Stanley
New York
USD 33.2 M +USD 20.7 M +209,230 +165%
Lee Financial
9
Lee Financial
Texas
USD 32.4 M +USD 656 k +6,623 +2%
Wells Fargo
10
Wells Fargo
California
USD 29.9 M +USD 3.88 M +39,217 +15%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
USD 28.8 M +USD 2.28 M +22,989 +9%
Cerity Partners OCIO
12
Cerity Partners OCIO
New York
USD 23.7 M -USD 429 k -4,331 -2%
Keating Investment Counselors
13
Keating Investment Counselors
Florida
USD 22.2 M +USD 22.2 M +224,488 Nuevas
Ameriprise
14
Ameriprise
Minnesota
USD 19.7 M +USD 10.7 M +108,321 +119%
Trilogy Capital
15
Trilogy Capital
California
USD 17.5 M +USD 641 k +6,477 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
USD 14.5 M +USD 10.1 M +102,302 +228%
BBVA USA Bancshares
17
BBVA USA Bancshares
Texas
USD 13 M +USD 3.02 M +30,483 +30%
James Investment Research
18
James Investment Research
Ohio
USD 12.2 M -USD 133 k -1,346 -1%
TRUE Private Wealth Advisors
19
TRUE Private Wealth Advisors
Oregon
USD 12.1 M +USD 10.4 k +105 +0.1%
Stordahl Capital Management
20
Stordahl Capital Management
Colorado
USD 11.1 M +USD 974 k +9,834 +10%
Barber Financial Group
21
Barber Financial Group
Kansas
USD 10.6 M +USD 499 k +5,042 +5%
United Capital Financial Advisors
22
United Capital Financial Advisors
Texas
USD 10.6 M +USD 10.6 M +107,186 Nuevas
Bank of New York Mellon
23
Bank of New York Mellon
New York
USD 10.4 M +USD 75.2 k +760 +0.7%
The Family Firm
24
The Family Firm
Maryland
USD 10 M +USD 62 k +626 +0.6%
BB&T Securities
25
BB&T Securities
Virginia
USD 10 M +USD 1.36 M +13,761 +16%
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