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Schwab US TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
326
Rockefeller Capital Management
New York
$51K -$87.7K -3,064 -63%
SSB
327
Sandy Spring Bank
Maryland
$50K -$2.81K -98 -5%
IFAM
328
Institutional & Family Asset Management
Colorado
$48K
PCM
329
Penserra Capital Management
California
$47K +$46.4K +1,620 New
CCP
330
Clarkston Capital Partners
Michigan
$41K +$344 +12 +0.8%
LAS
331
Lloyd Advisory Services
Georgia
$40K -$15.5K -540 -28%
BFC
332
Bedel Financial Consulting
Indiana
$40K -$1.26K -44 -3%
Carson Wealth (CWM LLC)
333
Carson Wealth (CWM LLC)
Nebraska
$40K
MAM
334
Marquette Asset Management
Minnesota
$37K -$57.3K -2,000 -61%
RFA
335
Reilly Financial Advisors
California
$36K
HIA
336
Harbor Investment Advisory
Maryland
$31K
GI
337
Gradient Investments
Minnesota
$30K -$15.6K -546 -34%
VCP
338
Verus Capital Partners
Arizona
$29K +$29.3K +1,022 New
OPS
339
Orion Portfolio Solutions
Nebraska
$26K -$33.3K -1,164 -56%
SNT
340
Security National Trust
West Virginia
$24K
AW
341
Avion Wealth
Texas
$24K +$23.8K +832 New
ClearBridge Investments
342
ClearBridge Investments
New York
$21K
CIR
343
Clear Investment Research
Georgia
$20K -$286 -10 -1%
TWA
344
TCI Wealth Advisors
Arizona
$20K
VFA
345
Valeo Financial Advisors
Indiana
$20K +$12K +420 +3%
S
346
SignatureFD
Georgia
$18K -$6.24K -218 -26%
LFG
347
LifePlan Financial Group
Ohio
$17K +$802 +28 +5%
CAC
348
Certified Advisory Corp
Florida
$16K +$13.6K +474 +551%
FHA
349
First Horizon Advisors
Tennessee
$16K +$16.5K +576 New
DI
350
Disciplined Investments
Oklahoma
$15K