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Schwab US TIPS ETF
SCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
RPA
451
Rock Point Advisors
Vermont
$257K – – –
CW
452
CIC Wealth
Maryland
$255K – – –
VM
453
VPR Management
Texas
$252K – – –
MWM
454
Meridian Wealth Management
Kentucky
$248K -$767K -29,770 -75%
TWP
455
Tempus Wealth Planning
California
$244K -$19.6K -760 -7%
ACA
456
Atlas Capital Advisors
Wyoming
$237K -$39.7K -1,540 -14%
HL
457
HeadInvest LLC
Maine
$232K – – –
BBWP
458
Beacon Bridge Wealth Partners
Pennsylvania
$230K -$37.1K -1,440 -14%
EWA
459
EverSource Wealth Advisors
Alabama
$229K -$4.12K -160 -2%
FHA
460
Flagship Harbor Advisors
Massachusetts
$228K +$567 +22 +0.2%
JE
461
JMAC Enterprises
Pennsylvania
$228K -$12.7K -492 -5%
UB
462
UMB Bank
Missouri
$227K – – –
WT
463
Whittier Trust
California
$226K -$75.4K -2,924 -25%
WP
464
WealthSource Partners
California
$219K +$2.37K +92 +1%
HGWM
465
Horst & Graben Wealth Management
Oregon
$216K -$84.7K -3,288 -28%
CA
466
CoreCap Advisors
Michigan
$215K -$125K -4,836 -36%
CPRC
467
Consolidated Portfolio Review Corp
New York
$205K -$10.7K -414 -5%
CFP
468
Cypress Financial Planning
New Jersey
$204K -$314K -12,200 -60%
FCI
469
Financial Counselors Inc
Kansas
$203K +$208K +8,056 New
PGFC
470
Peapack-Gladstone Financial Corp
New Jersey
$203K -$14.4K -560 -6%
BCM
471
Blume Capital Management
California
$202K +$155K +6,000 +300%
WJWM
472
Williams Jones Wealth Management
New York
$201K +$205K +7,956 New
C
473
Covestor
United Kingdom
$196K +$5.98K +232 +3%
FFA
474
Farther Finance Advisors
California
$190K +$4.74K +184 +3%
BCWM
475
Bartlett & Co Wealth Management
Ohio
$189K +$8.76K +340 +5%
17 18
19
20 21