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Schwab US TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$39.4M +$31.6M +1,027,694 +424%
LFS
27
Lutz Financial Services
Nebraska
$36.5M +$4.18M +136,058 +13%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$32.3M +$1.21M +39,474 +4%
BWA
29
BlueSky Wealth Advisors
North Carolina
$31.3M +$1.46M +47,642 +5%
BOPW
30
Brandywine Oak Private Wealth
Pennsylvania
$29.3M +$1.96M +63,676 +7%
FWM
31
Focused Wealth Management
New York
$28.5M +$1.5M +48,838 +6%
LPL Financial
32
LPL Financial
California
$27.5M +$109K +3,534 +0.4%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$26.5M +$457K +14,888 +2%
Creative Planning
34
Creative Planning
Kansas
$26.2M +$23.7M +772,498 +1,086%
FM
35
Foster & Motley
Ohio
$25.5M +$3.95M +128,582 +19%
Wealthfront Advisers
36
Wealthfront Advisers
California
$24.3M +$163K +5,308 +0.7%
WCWM
37
Wooster Corthell Wealth Management
Connecticut
$23.7M +$1.62M +52,802 +7%
FI
38
FormulaFolio Investments
Michigan
$22.5M +$1.68M +54,822 +8%
QAM
39
QCI Asset Management
New York
$21.3M +$874K +28,462 +4%
WCM
40
Wealthcare Capital Management
Virginia
$20.9M +$401K +13,056 +2%
KLC
41
Knowledge Leaders Capital
Colorado
$20.5M +$264K +8,594 +1%
GC
42
Gilbert & Cook
Iowa
$20.4M -$117K -3,808 -0.6%
PAG
43
Pinnacle Advisory Group
Maryland
$20.1M +$364K +11,848 +2%
Morgan Stanley
44
Morgan Stanley
New York
$18.3M -$251K -8,182 -1%
Osaic Holdings
45
Osaic Holdings
Arizona
$18.3M +$1.38M +44,816 +8%
CST
46
Charles Schwab Trust
Nevada
$18.1M -$5.78M -188,312 -24%
SFG
47
Sage Financial Group
Pennsylvania
$17.6M +$17.4M +567,930 New
MIM
48
Morningstar Investment Management
Illinois
$17.4M -$11.2M -366,186 -39%
DWP
49
Destiny Wealth Partners
Florida
$17.4M +$17.2M +559,654 New
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17M +$1.89M +61,474 +13%