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Schwab US TIPS ETF
SCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
451
JFS Wealth Advisors
Pennsylvania
$352K -$356K -13,600 -50%
TPCW
452
TD Private Client Wealth
New York
$349K -$149K -5,678 -30%
BS
453
Boenning & Scattergood
Pennsylvania
$347K +$299K +11,438 New
AAS
454
Asset Allocation Strategies
Michigan
$342K +$345K +13,200 New
SP
455
Successful Portfolios
Florida
$337K -$78.2K -2,988 -19%
BMCM
456
Burns Matteson Capital Management
New York
$337K -$232K -8,874 -41%
OL
457
Owen LaRue
Kentucky
$336K +$339K +12,942 New
JE
458
JMAC Enterprises
Pennsylvania
$334K -$283K -10,812 -46%
IAA
459
Ironsides Asset Advisors
North Carolina
$324K – – –
SS
460
Sound Stewardship
Kansas
$323K +$326K +12,468 New
PCIA
461
Prime Capital Investment Advisors
Kansas
$317K +$3.92K +150 +1%
CA
462
Callahan Advisors
Texas
$316K -$25K -954 -7%
MWM
463
Maltin Wealth Management
New Jersey
$315K +$318K +12,166 New
CNWM
464
Clay Northam Wealth Management
California
$315K -$39.2K -1,500 -11%
HWMA
465
Heritage Wealth Management (Arizona)
Arizona
$309K +$93K +3,554 +42%
WT
466
Whittier Trust
California
$308K +$67.3K +2,572 +28%
FHA
467
Flagship Harbor Advisors
Massachusetts
$307K +$310K +11,838 New
OFA
468
Onyx Financial Advisors
Idaho
$305K +$308K +11,776 New
PAS
469
Park Avenue Securities
New York
$304K +$105K +4,010 +52%
NCMW
470
Northern Capital Management (Washington)
Washington
$292K +$295K +11,260 New
CCG
471
Coastwise Capital Group
California
$290K +$20.7K +790 +8%
NDSI
472
Newman Dignan & Sheerar Inc
Rhode Island
$289K +$2.72K +104 +0.9%
BBWP
473
Beacon Bridge Wealth Partners
Pennsylvania
$288K +$291K +11,130 New
SWM
474
Selective Wealth Management
Virginia
$285K -$310K -11,850 -52%
KWM
475
Keebeck Wealth Management
Illinois
$281K -$159K -6,060 -36%
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19
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