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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 392 M +USD 49.7 M +495,889 +15%
Fidelity Investments
2
Fidelity Investments
Massachusetts
USD 306 M -USD 9.2 M -91,873 -3%
BlackRock
3
BlackRock
New York
USD 191 M +USD 8.16 M +81,429 +5%
Modera Wealth Management
4
Modera Wealth Management
New Jersey
USD 184 M +USD 10.2 M +101,437 +6%
Ritholtz Wealth Management
5
Ritholtz Wealth Management
New York
USD 153 M +USD 8.46 M +84,443 +6%
LPL Financial
6
LPL Financial
California
USD 148 M +USD 20.2 M +201,769 +16%
Bank of America
7
Bank of America
North Carolina
USD 124 M -USD 35.8 M -357,877 -23%
Morgan Stanley
8
Morgan Stanley
New York
USD 116 M -USD 8.89 M -88,719 -7%
Modern Wealth Management
9
Modern Wealth Management
Kansas
USD 107 M +USD 1.35 M +13,432 +1%
Partners Capital Investment Group
10
Partners Capital Investment Group
Massachusetts
USD 97.1 M +USD 5.83 M +58,198 +6%
Wealthcare Advisory Partners
11
Wealthcare Advisory Partners
Pennsylvania
USD 84.2 M +USD 2.32 M +23,166 +3%
O'Shaughnessy Asset Management
12
O'Shaughnessy Asset Management
Connecticut
USD 81.9 M +USD 4.91 M +48,991 +6%
Wealthcare Capital Management
13
Wealthcare Capital Management
Virginia
USD 73.8 M +USD 522 k +5,216 +0.7%
Destination Wealth Management
14
Destination Wealth Management
California
USD 72 M +USD 2.23 M +22,251 +3%
AlTi Global
15
AlTi Global
New York
USD 70.1 M -USD 2.85 M -28,491 -4%
State Street
16
State Street
Massachusetts
USD 68.2 M -USD 2.31 M -23,109 -3%
Ameriprise
17
Ameriprise
Minnesota
USD 66 M -USD 9.05 M -90,312 -12%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
USD 62.8 M +USD 820 k +8,188 +1%
Haverford Trust Company
19
Haverford Trust Company
Pennsylvania
USD 58.8 M -USD 568 k -5,673 -1%
Keating Investment Counselors
20
Keating Investment Counselors
Florida
USD 53.2 M +USD 68.2 k +681 +0.1%
JP Morgan Chase
21
JP Morgan Chase
New York
USD 51.9 M +USD 649 k +6,480 +1%
M. Kulyk & Associates
22
M. Kulyk & Associates
Georgia
USD 51.6 M +USD 1.19 M +11,833 +2%
3EDGE Asset Management
23
3EDGE Asset Management
Florida
USD 49.8 M -USD 7.54 M -75,280 -13%
Cerity Partners
24
Cerity Partners
New York
USD 48.7 M +USD 1.37 M +13,725 +3%
Tortoise Investment Management
25
Tortoise Investment Management
New York
USD 47.4 M +USD 1.71 M +17,080 +4%
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