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Schwab US TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
3AM
26
3D Asset Management
Connecticut
$757K -$228K -8,348 -23%
SAM
27
SignalPoint Asset Management
Missouri
$698K +$261K +9,574 +73%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$693K +$697K +25,554 New
REMPR
29
Roof Eidam Maycock Peralta (REMP)
California
$689K +$693K +25,400 New
VFS
30
VSR Financial Services
Kansas
$613K +$617K +22,600 New
Creative Planning
31
Creative Planning
Kansas
$596K +$600K +21,984 New
PWM
32
Perigon Wealth Management
California
$591K +$15.4K +566 +3%
LYV
33
Live Your Vision
Pennsylvania
$564K +$41.1K +1,506 +8%
TCM
34
Twele Capital Management
Minnesota
$469K
AIM
35
Avity Investment Management
Connecticut
$456K
BWA
36
Burt Wealth Advisors
Maryland
$445K +$448K +16,420 New
GC
37
Garde Capital
Washington
$439K +$69.2K +2,538 +19%
Goldman Sachs
38
Goldman Sachs
New York
$436K -$1.09M -39,840 -71%
AF
39
Allworth Financial
California
$375K +$88.2K +3,232 +31%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$346K +$12.3K +450 +4%
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$342K -$18.6K -680 -5%
BSB
42
Bangor Savings Bank
Maine
$330K -$6.55K -240 -2%
UBS Group
43
UBS Group
Switzerland
$319K +$321K +11,750 New
BHTS
44
Bar Harbor Trust Services
Maine
$311K +$2.73K +100 +0.9%
LPL Financial
45
LPL Financial
California
$296K +$15.5K +568 +5%
Citigroup
46
Citigroup
New York
$282K +$11.1K +406 +4%
IFS
47
Ifrah Financial Services
Arkansas
$266K -$21.9K -802 -8%
BFPW
48
BOK Financial Private Wealth
Colorado
$259K +$260K +9,534 New
WA
49
Waverly Advisors
Alabama
$234K -$3.33K -122 -1%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$211K +$764 +28 +0.4%