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Schwab US TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LAIC
226
Lederer & Associates Investment Counsel
California
$4.5M +$601K +19,084 +15%
BOC
227
Bull Oak Capital
California
$4.47M +$4.48M +142,262 New
AWM
228
Adams Wealth Management
Utah
$4.45M +$112K +3,562 +3%
TW
229
TrinityPoint Wealth
Connecticut
$4.43M +$42.1K +1,336 +1%
VFM
230
Vivid Financial Management
California
$4.42M +$1.96M +62,236 +79%
VAS
231
Valicenti Advisory Services
New York
$4.4M -$325K -10,334 -7%
HNW
232
High Note Wealth
Minnesota
$4.39M +$643K +20,412 +17%
ARIS
233
Advanced Research Investment Solutions
California
$4.29M +$1.1M +34,932 +34%
AI
234
Atria Investments
North Carolina
$4.26M +$2.16M +68,630 +102%
GA
235
Gateway Advisory
New Jersey
$4.24M +$3.9K +124 +0.1%
PCIA
236
Prime Capital Investment Advisors
Kansas
$4.22M +$797K +25,322 +23%
T
237
TCWP
Ohio
$4.18M +$4.19M +132,978 New
Renaissance Technologies
238
Renaissance Technologies
New York
$4.17M -$5.46M -173,462 -57%
EI
239
Ellevest Inc
New York
$4.16M +$159K +5,060 +4%
PWM
240
Peterson Wealth Management
Nevada
$4.16M +$4.17M +132,408 New
CNBTD
241
Citizens National Bank Trust Department
Mississippi
$4.16M +$778K +24,698 +23%
AOWM
242
Alpha Omega Wealth Management
Virginia
$4.14M +$72.5K +2,302 +2%
USCWA
243
U.S. Capital Wealth Advisors
Texas
$4.1M +$756K +24,008 +23%
T
244
TNF
Montana
$4.07M +$149K +4,726 +4%
RF
245
RHS Financial
California
$3.93M +$469K +14,894 +14%
RC
246
Roundview Capital
New Jersey
$3.8M +$86.5K +2,746 +2%
AFP
247
Ausdal Financial Partners
Iowa
$3.76M +$916K +29,094 +32%
PC
248
Prairiewood Capital
North Dakota
$3.75M -$272K -8,626 -7%
MSFS
249
Main Street Financial Solutions
Pennsylvania
$3.73M -$21.9K -696 -0.6%
CIM
250
Cambria Investment Management
California
$3.73M -$75.6K -2,402 -2%