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Schwab US TIPS ETF
SCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
301
Strategic Blueprint
Georgia
$904K -$2.71M -102,718 -75%
SWM
302
SigFig Wealth Management
California
$888K +$142K +5,386 +12%
AWS
303
Atria Wealth Solutions
New York
$852K +$249K +9,424 +42%
BWM
304
Benchmark Wealth Management
Connecticut
$843K -$130K -4,922 -14%
PB
305
Pinnacle Bancorp
Nebraska
$831K +$19.2K +728 +2%
HWM
306
Horizons Wealth Management
North Carolina
$816K +$5.65K +214 +0.7%
BC
307
Bakala Capital
South Carolina
$804K +$22.7K +860 +3%
O3W
308
Omni 360 Wealth
New Jersey
$800K -$13.4K -508 -2%
FHC
309
First Heartland Consultants
Missouri
$800K +$80K +3,028 +11%
AIM
310
AHL Investment Management
Florida
$790K -$68.6K -2,598 -8%
SFS
311
Sowell Financial Services
Arkansas
$789K -$40.1K -1,520 -5%
DG
312
DMC Group
Alabama
$779K -$623K -23,598 -45%
EWM
313
Empirical Wealth Management
Washington
$776K -$36.9K -1,398 -5%
AAS
314
Asset Allocation Strategies
Michigan
$766K +$306K +11,586 +68%
RF
315
RHS Financial
California
$759K -$38.9K -1,472 -5%
ASN
316
Advisory Services Network
Georgia
$755K – – –
AWM
317
Apollon Wealth Management
South Carolina
$755K -$95.9K -3,630 -11%
SEIA
318
Signature Estate & Investment Advisors
California
$742K -$19.9K -754 -3%
JAG
319
Journey Advisory Group
Kentucky
$738K – – –
WCFA
320
Walkner Condon Financial Advisors
Wisconsin
$734K -$89.3K -3,382 -11%
NL
321
NWAM LLC
Washington
$720K +$710K +26,864 New
IA
322
IFG Advisory
Georgia
$716K -$152K -5,766 -18%
FPAS
323
Focus Partners Advisor Solutions
Missouri
$713K +$702K +26,584 New
EWA
324
EverSource Wealth Advisors
Alabama
$702K -$179K -6,784 -21%
PRS
325
Pinkerton Retirement Specialists
Idaho
$702K +$43.7K +1,656 +7%
11 12
13
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