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iShares 0-5 Year TIPS Bond ETF
STIP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Betterment LLC
1
Betterment LLC
New York
USD 310 M -USD 10.7 M -108,013 -3%
BlackRock
2
BlackRock
New York
USD 176 M -USD 27.1 M -274,533 -13%
Bank of America
3
Bank of America
North Carolina
USD 167 M -USD 17.6 M -178,242 -10%
Modera Wealth Management
4
Modera Wealth Management
New Jersey
USD 159 M +USD 36.8 M +372,563 +30%
Ritholtz Wealth Management
5
Ritholtz Wealth Management
New York
USD 137 M +USD 11.6 M +116,986 +9%
LPL Financial
6
LPL Financial
California
USD 134 M +USD 15.3 M +154,588 +13%
Morgan Stanley
7
Morgan Stanley
New York
USD 132 M -USD 9.6 M -96,794 -7%
Modern Wealth Management
8
Modern Wealth Management
Kansas
USD 108 M +USD 3.18 M +32,204 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
USD 103 M -USD 2.35 M -23,819 -2%
AlTi Global
10
AlTi Global
New York
USD 84.1 M -USD 23.8 M -240,866 -22%
Ameriprise
11
Ameriprise
Minnesota
USD 77.5 M -USD 76.4 M -773,482 -50%
Wealthcare Advisory Partners
12
Wealthcare Advisory Partners
Pennsylvania
USD 75.6 M +USD 6.61 M +66,903 +10%
O'Shaughnessy Asset Management
13
O'Shaughnessy Asset Management
Connecticut
USD 71.2 M +USD 11.6 M +117,423 +20%
State Street
14
State Street
Massachusetts
USD 70.3 M +USD 1.1 M +11,128 +2%
Destination Wealth Management
15
Destination Wealth Management
California
USD 67.2 M +USD 4.6 M +46,510 +7%
Wealthcare Capital Management
16
Wealthcare Capital Management
Virginia
USD 66.2 M +USD 59.4 M +600,881 +925%
Haverford Trust Company
17
Haverford Trust Company
Pennsylvania
USD 60 M +USD 564 k +5,707 +1%
3EDGE Asset Management
18
3EDGE Asset Management
Florida
USD 57.9 M -USD 3.57 M -36,157 -6%
Fidelity Investments
19
Fidelity Investments
Massachusetts
USD 56.3 M -USD 280 M -2,834,476 -83%
Keating Investment Counselors
20
Keating Investment Counselors
Florida
USD 55.8 M +USD 13.8 k +140 +0%
JP Morgan Chase
21
JP Morgan Chase
New York
USD 52.6 M +USD 6.59 M +66,707 +14%
Central Trust Company
22
Central Trust Company
Missouri
USD 51 M -USD 2.99 M -30,268 -6%
Wells Fargo
23
Wells Fargo
California
USD 50.8 M -USD 9.48 M -95,936 -16%
Partners Capital Investment Group
24
Partners Capital Investment Group
Massachusetts
USD 50.2 M -USD 19.7 M -199,821 -28%
M. Kulyk & Associates
25
M. Kulyk & Associates
Georgia
USD 48 M +USD 2.19 M +22,166 +5%
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