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Schwab US TIPS ETF
SCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
451
Cornerstone Wealth Advisors
Minnesota
$227K -$147K -4,750 -39%
TC
452
TownSquare Capital
Utah
$227K -$22.4K -722 -9%
PIFP
453
Partners in Financial Planning
Virginia
$226K +$224K +7,222 New
STB
454
S&T Bank
Pennsylvania
$224K – – –
KPWS
455
Kestra Private Wealth Services
Texas
$223K -$20.1K -648 -8%
SFS
456
Summit Financial Strategies
Ohio
$221K -$5.02K -162 -2%
BCA
457
Bay Colony Advisors
Massachusetts
$219K +$5.15K +166 +2%
WIA
458
World Investment Advisors
California
$219K +$7.38K +238 +4%
RI
459
Ridgewood Investments
New Jersey
$219K +$217K +7,000 New
FWM
460
Frontier Wealth Management
Missouri
$218K +$216K +6,976 New
CWA
461
Clearview Wealth Advisors
Oregon
$215K +$59.2K +1,908 +38%
HF
462
HRT Financial
New York
$212K +$211K +6,800 New
LFG
463
Larson Financial Group
Missouri
$210K +$7.69K +248 +4%
GWM
464
Gray Wealth Management
Maine
$209K -$22.3K -720 -10%
MAS
465
Managed Account Services
Florida
$208K – – –
IAS
466
IMA Advisory Services
Colorado
$208K +$17.2K +554 +9%
PFGIA
467
Patriot Financial Group Insurance Agency
Massachusetts
$208K +$54.6K +1,762 +36%
TW
468
Transform Wealth
Colorado
$208K +$206K +6,646 New
AWA
469
ARS Wealth Advisors
Florida
$208K +$206K +6,660 New
SF
470
Synovus Financial
Georgia
$207K – – –
KCM
471
Kanawha Capital Management
Virginia
$205K – – –
DY
472
Dowling & Yahnke
California
$204K +$202K +6,512 New
TFA
473
Toth Financial Advisory
Virginia
$171K +$55.8K +1,800 +49%
SL
474
Savior LLC
Massachusetts
$144K +$21.5K +694 +18%
GWM
475
Geneos Wealth Management
Colorado
$137K +$3.1K +100 +2%
17 18
19
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