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Schwab US TIPS ETF
SCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
426
Firethorn Wealth Partners
Georgia
$837K +$838K +26,628 New
HWA
427
Heritage Wealth Advisors
Virginia
$836K – – –
SW
428
SVB Wealth
Massachusetts
$826K -$595K -18,882 -42%
TPCW
429
TD Private Client Wealth
New York
$819K +$190K +6,030 +30%
ACM
430
Antonetti Capital Management
Florida
$807K +$67.1K +2,130 +9%
CWM
431
Concentric Wealth Management
California
$785K -$12.6K -400 -2%
IFG
432
Independent Financial Group
California
$779K +$780K +24,782 New
GJIC
433
Gamble Jones Investment Counsel
California
$775K – – –
PJSIMP
434
P.J. Schmidt Investment Management (PJS)
Wisconsin
$773K +$118K +3,760 +18%
WOSD
435
WFA of San Diego
California
$765K -$84.3K -2,676 -10%
ZIG
436
Zuckerman Investment Group
Illinois
$755K +$756K +24,000 New
GCA
437
Gradient Capital Advisors
California
$747K – – –
KCPG
438
Kavar Capital Partners Group
Kansas
$747K +$60.1K +1,910 +9%
GWM
439
Grand Wealth Management
Michigan
$742K +$743K +23,588 New
WWM
440
Western Wealth Management
Colorado
$733K +$736K +23,372 New
PPW
441
Pinnacle Private Wealth
Massachusetts
$731K +$732K +23,248 New
RC
442
RegentAtlantic Capital
New Jersey
$727K +$389K +12,360 +115%
SWM
443
Spire Wealth Management
Virginia
$726K +$15.8K +502 +2%
JE
444
JMAC Enterprises
Pennsylvania
$726K +$757K +24,042 New
CPW
445
Catalyst Private Wealth
California
$719K +$25.2K +800 +4%
BAM
446
BTS Asset Management
Massachusetts
$716K +$141K +4,466 +24%
OIM
447
Oder Investment Management
California
$712K +$2.52K +80 +0.4%
WP
448
WealthSource Partners
California
$708K +$20.1K +638 +3%
DPIM
449
Duff & Phelps Investment Management
Illinois
$704K -$6.3K -200 -0.9%
PAS
450
Park Avenue Securities
New York
$704K +$223K +7,078 +46%
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