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Schwab US TIPS ETF
SCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
326
Laraway Financial Advisors
Minnesota
$845K -$85.3K -3,240 -9%
FANJ
327
Financial Architects (New Jersey)
New Jersey
$839K -$146K -5,540 -15%
KOC
328
Koss-Olinger Consulting
Florida
$810K +$99.6K +3,784 +14%
CFG
329
Carr Financial Group
Massachusetts
$804K -$1.22M -46,396 -61%
CFP
330
Cypress Financial Planning
New Jersey
$794K -$90.4K -3,436 -10%
VC
331
Veracity Capital
Georgia
$784K +$770K +29,246 New
CPW
332
Catalyst Private Wealth
California
$771K – – –
ASI
333
Advisory Services & Investments
Oregon
$766K -$724K -27,520 -49%
IAN
334
Integrated Advisors Network
Texas
$758K -$281K -10,674 -27%
FIM
335
Fruth Investment Management
Texas
$750K – – –
BFEC
336
Benjamin F. Edwards & Company
Missouri
$747K -$78.6K -2,988 -10%
OIM
337
Oder Investment Management
California
$742K +$9.79K +372 +1%
EH
338
Equitable Holdings
New York
$735K -$236K -8,982 -25%
LPAM
339
Lodestar Private Asset Management
California
$723K +$106K +4,028 +18%
HWA
340
Heritage Wealth Advisors
Virginia
$713K – – –
WKWM
341
Walter & Keenan Wealth Management
Indiana
$710K +$82.6K +3,140 +13%
RI
342
Rinkey Investments
California
$701K +$1.53K +58 +0.2%
BJL
343
Brighton Jones LLC
Washington
$696K +$21.1K +800 +3%
LA
344
Latitude Advisors
Florida
$691K +$2.84K +108 +0.4%
WAM
345
Walker Asset Management
Missouri
$689K – – –
LSA
346
Lion Street Advisors
Texas
$682K +$670K +25,448 New
CCM
347
Coldstream Capital Management
Washington
$675K -$107K -4,084 -14%
PWM
348
PRW Wealth Management
Massachusetts
$675K +$663K +25,200 New
HWM
349
Horizons Wealth Management
North Carolina
$659K +$7.05K +268 +1%
IWA
350
Intercontinental Wealth Advisors
Texas
$655K +$643K +24,432 New
12 13
14
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