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Schwab US TIPS ETF
SCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
DPIM
326
Duff & Phelps Investment Management
Illinois
$775K -$112K -3,600 -13%
PMG
327
ProVise Management Group
Florida
$767K – – –
MAFM
328
Mid Atlantic Financial Management
Pennsylvania
$742K -$164K -5,304 -18%
PD
329
Planning Directions
Pennsylvania
$735K +$730K +23,530 New
PB
330
Pinnacle Bancorp
Nebraska
$729K +$20.7K +668 +3%
SI
331
Stephens Inc
Arkansas
$722K +$69.6K +2,244 +11%
QCIG
332
Quad-Cities Investment Group
Iowa
$717K +$6.2K +200 +0.9%
FAIM
333
Financial Advocates Investment Management
Washington
$714K +$124K +4,006 +21%
BAM
334
BTS Asset Management
Massachusetts
$714K +$711K +22,940 New
FCM
335
Firestone Capital Management
Florida
$709K – – –
PRS
336
Pinkerton Retirement Specialists
Idaho
$706K -$393K -12,674 -36%
SWM
337
Spire Wealth Management
Virginia
$706K -$50.9K -1,642 -7%
SAM
338
SignalPoint Asset Management
Missouri
$704K +$227K +7,326 +48%
OIA
339
OneDigital Investment Advisors
Kansas
$698K -$102K -3,294 -13%
NRI
340
NFP Retirement Inc
California
$693K +$688K +22,186 New
ABC
341
Associated Banc-Corp
Wisconsin
$684K +$321K +10,356 +90%
PJSIMP
342
P.J. Schmidt Investment Management (PJS)
Wisconsin
$676K -$10K -324 -1%
GCA
343
Gradient Capital Advisors
California
$674K -$1.98K -64 -0.3%
OIM
344
Oder Investment Management
California
$667K -$29.3K -946 -4%
CPW
345
Catalyst Private Wealth
California
$659K +$158K +5,100 +32%
WWM
346
WT Wealth Management
Arizona
$658K +$24.1K +778 +4%
WKWM
347
Walter & Keenan Wealth Management
Indiana
$649K – – –
IP
348
Intellectus Partners
California
$648K – – –
OBWG
349
Onyx Bridge Wealth Group
New York
$647K – – –
SP
350
Successful Portfolios
Florida
$634K +$2.42K +78 +0.4%
12 13
14
15 16