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Schwab US TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
301
Bison Wealth
Georgia
$67K +$66.8K +2,356 New
SWM
302
Selective Wealth Management
Virginia
$65K +$113 +4 +0.2%
RMA
303
Roffman Miller Associates
Pennsylvania
$65K +$65.2K +2,300 New
IA
304
Independence Advisors
Pennsylvania
$61K +$61.2K +2,158 New
OPS
305
Orion Portfolio Solutions
Nebraska
$58K +$58.4K +2,062 New
LAS
306
Lloyd Advisory Services
Georgia
$55K +$54.5K +1,924 New
BBPWM
307
Blue Bell Private Wealth Management
Pennsylvania
$54K
AIC
308
Ameritas Investment Company
Nebraska
$52K +$51.7K +1,824 New
SSB
309
Sandy Spring Bank
Maryland
$52K +$51.7K +1,824 New
MA
310
MCF Advisors
Kentucky
$51K +$4.31K +152 +9%
PA
311
Procyon Advisors
Connecticut
$49K +$48.6K +1,714 New
IFAM
312
Institutional & Family Asset Management
Colorado
$48K
PFGIA
313
Patriot Financial Group Insurance Agency
Massachusetts
$48K +$17.6K +622 +58%
IA
314
IFP Advisors
Florida
$48K +$19.7K +696 +67%
LWM
315
Lenox Wealth Management
Ohio
$45K +$624 +22 +1%
GI
316
Gradient Investments
Minnesota
$45K +$6.35K +224 +16%
TFA
317
Toth Financial Advisory
Virginia
$42K +$13.8K +488 +48%
BFC
318
Bedel Financial Consulting
Indiana
$41K +$57 +2 +0.1%
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$40K
CCP
320
Clarkston Capital Partners
Michigan
$40K +$1.3K +46 +3%
CTC
321
Central Trust Company
Missouri
$36K
EWA
322
Evolution Wealth Advisors
Florida
$36K +$36K +1,270 New
RFA
323
Reilly Financial Advisors
California
$35K
BAM
324
Bellevue Asset Management
Washington
$33K +$32.7K +1,154 New
HIA
325
Harbor Investment Advisory
Maryland
$31K +$30.9K +1,092 New