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Schwab US TIPS ETF
SCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
MNBTD
226
Moody National Bank Trust Division
Texas
$2.89M – – –
STA
227
Summit Trail Advisors
New York
$2.88M +$3M +103,362 New
T
228
TNF
Montana
$2.86M +$827K +28,496 +39%
LTL
229
Lowery Thomas LLC
California
$2.81M -$5.23M -180,116 -64%
HFA
230
Highland Financial Advisors
New Jersey
$2.79M +$2.9M +100,084 New
SI
231
Stephens Inc
Arkansas
$2.79M -$93.5K -3,222 -3%
CWM
232
Congress Wealth Management
Massachusetts
$2.78M +$84.9K +2,924 +3%
MFA
233
Mayflower Financial Advisors
Massachusetts
$2.77M +$793K +27,320 +38%
NW
234
NewEdge Wealth
Pennsylvania
$2.77M -$1.68M -57,952 -37%
HCM
235
Hengehold Capital Management
Ohio
$2.73M +$399K +13,740 +16%
FAM
236
Formidable Asset Management
Ohio
$2.72M +$76.8K +2,648 +3%
SFS
237
Security Financial Services
Indiana
$2.66M +$1.21M +41,708 +78%
CA
238
Corrado Advisors
New Jersey
$2.58M -$1.91M -65,656 -41%
HHRDM
239
H&H Retirement Design & Management
Nevada
$2.57M -$468K -16,140 -15%
KWM
240
Kingsview Wealth Management
Oregon
$2.55M +$460K +15,840 +21%
AFS
241
Annapolis Financial Services
Maryland
$2.54M +$668K +23,018 +34%
SWM
242
SeaCrest Wealth Management
New York
$2.53M -$16.6M -570,690 -86%
BAM
243
Belpointe Asset Management
Nevada
$2.44M +$329K +11,340 +15%
SPAS
244
Spectrum Planning & Advisory Services
California
$2.44M +$677K +23,332 +36%
MSFS
245
Main Street Financial Solutions
Pennsylvania
$2.42M -$488K -16,816 -16%
WLIM
246
White Lighthouse Investment Management
Massachusetts
$2.41M -$94.4K -3,254 -4%
BSB
247
Bangor Savings Bank
Maine
$2.4M -$5.69K -196 -0.2%
SB
248
Strategic Blueprint
Georgia
$2.36M +$1.05M +36,272 +75%
HC
249
Hamilton Capital
Ohio
$2.35M -$90.8K -3,128 -4%
BIP
250
Blueprint Investment Partners
North Carolina
$2.33M -$191K -6,572 -7%
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