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Schwab US TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
301
C.M. Bidwell & Associates
Hawaii
$1.16M +$235K +8,982 +25%
WMR
302
Wealth Management Resources
Rhode Island
$1.16M -$157K -6,002 -12%
LEFP
303
Leading Edge Financial Planning
Tennessee
$1.14M +$1.15M +43,892 New
CFP
304
Curran Financial Partners
South Carolina
$1.13M -$132K -5,034 -10%
M
305
MYeCFO
California
$1.13M +$1.13M +43,382 New
LFP
306
Leeward Financial Partners
Washington
$1.1M
TDWM
307
Topel & Distasi Wealth Management
California
$1.1M
WFA
308
Websterrogers Financial Advisors
South Carolina
$1.08M -$155K -5,940 -12%
MI
309
Merk Investments
California
$1.08M -$432K -16,496 -28%
OWA
310
One Wealth Advisors
California
$1.05M +$1.06M +40,520 New
CAPTRUST Financial Advisors
311
CAPTRUST Financial Advisors
North Carolina
$1.03M -$47.5K -1,816 -4%
IAN
312
Integrated Advisors Network
Texas
$1.01M -$407K -15,542 -29%
BA
313
Bennicas & Associates
California
$1.01M -$400K -15,274 -28%
CWA
314
Clearview Wealth Advisors
Oregon
$997K -$1.69M -64,684 -63%
CA
315
Cambridge Advisors
Nebraska
$994K -$161K -6,140 -14%
LWM
316
Laidlaw Wealth Management
New York
$990K -$61.7K -2,358 -6%
PIA
317
Panoramic Investment Advisors
Colorado
$987K +$998K +38,132 New
MSFS
318
Main Street Financial Solutions
Pennsylvania
$987K -$552K -21,118 -36%
GRP
319
Global Retirement Partners
California
$986K -$362K -13,836 -27%
KAS
320
Kestra Advisory Services
Texas
$970K -$711K -27,182 -42%
GEA
321
Glen Eagle Advisors
New Jersey
$968K -$230K -8,796 -19%
SAM
322
SignalPoint Asset Management
Missouri
$955K -$12.7K -484 -1%
FANJ
323
Financial Architects (New Jersey)
New Jersey
$954K -$447K -17,100 -32%
SWM
324
SigFig Wealth Management
California
$951K -$74.5K -2,848 -8%
IAA
325
Independent Advisor Alliance
North Carolina
$948K +$28.1K +1,076 +3%