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Schwab US TIPS ETF
SCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
351
Strategic Investment Advisors
Michigan
$627K +$45K +1,452 +8%
PCMC
352
Private Capital Management (Colorado)
Colorado
$619K -$97.3K -3,140 -14%
RWM
353
Ritholtz Wealth Management
New York
$612K +$607K +19,572 New
T
354
TRUADVICE
Florida
$604K +$588K +18,956 New
TPCW
355
TD Private Client Wealth
New York
$602K +$406K +13,104 +212%
NWS
356
Newport Wealth Strategies
California
$599K +$200K +6,440 +51%
VCP
357
Vista Capital Partners
Oregon
$577K -$15.1K -486 -3%
CWM
358
Cranbrook Wealth Management
Michigan
$577K +$992 +32 +0.2%
BPB
359
Badgley, Phelps & Bell
Washington
$570K -$16.8M -540,462 -97%
GJIC
360
Gamble Jones Investment Counsel
California
$563K – – –
APW
361
Austin Private Wealth
Texas
$562K +$558K +17,990 New
CHA
362
Carmichael Hill & Associates
Maryland
$551K +$54.9K +1,772 +11%
NL
363
NEPC LLC
Massachusetts
$536K -$152K -4,900 -22%
MGIA
364
Moneta Group Investment Advisors
Missouri
$529K +$99K +3,192 +23%
SGI
365
Summit Global Investments
Utah
$512K -$4.84K -156 -0.9%
WIC
366
Whitegate Investment Counselors
New Hampshire
$507K -$3.97K -128 -0.8%
HB
367
Homrich & Berg
Georgia
$497K -$109K -3,502 -18%
GRP
368
Global Retirement Partners
California
$475K -$3.1K -100 -0.7%
LF
369
Lee Financial
Texas
$472K -$139K -4,482 -23%
MWA
370
MFA Wealth Advisors
Pennsylvania
$459K -$6.19M -199,510 -93%
DBRC
371
D.B. Root & Company
Pennsylvania
$456K +$11.5K +370 +3%
AAM
372
Advisors Asset Management
Colorado
$450K +$55.4K +1,786 +14%
CWM
373
Cabot Wealth Management
Massachusetts
$447K +$21.5K +692 +5%
BWM
374
BCS Wealth Management
Tennessee
$447K +$137K +4,408 +45%
SFG
375
SageGuard Financial Group
Tennessee
$446K +$19.7K +636 +5%
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15
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