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Schwab US TIPS ETF
SCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
476
Transform Wealth
Colorado
$259K +$51.8K +1,640 +25%
HDIM
477
Hanson & Doremus Investment Management
Vermont
$255K +$257K +8,154 New
IWS
478
Insight Wealth Strategies
California
$241K +$243K +7,688 New
SFS
479
Summit Financial Strategies
Ohio
$240K +$18.8K +596 +8%
KF
480
Krilogy Financial
Missouri
$238K +$6.56K +208 +3%
DP
481
DDD Partners
Washington
$234K -$2.33K -74 -1%
RWM
482
Ritholtz Wealth Management
New York
$230K -$386K -12,222 -62%
HCM
483
Hutchinson Capital Management
California
$230K – – –
CWA
484
Cornerstone Wealth Advisors
Minnesota
$228K – – –
HL
485
HeadInvest LLC
Maine
$226K +$228K +7,236 New
PIFP
486
Partners in Financial Planning
Virginia
$226K – – –
AP
487
Appleton Partners
Massachusetts
$225K +$227K +7,180 New
BWP
488
BSW Wealth Partners
Colorado
$224K -$9.21K -292 -4%
STB
489
S&T Bank
Pennsylvania
$224K – – –
PPW
490
Parcion Private Wealth
Washington
$223K -$129K -4,076 -37%
PGFC
491
Peapack-Gladstone Financial Corp
New Jersey
$222K +$224K +7,108 New
DI
492
DFPG Investments
Utah
$220K +$221K +6,988 New
BCA
493
Bay Colony Advisors
Massachusetts
$219K – – –
LFG
494
Larson Financial Group
Missouri
$218K +$8.02K +254 +4%
CFS
495
CRA Financial Services
New Jersey
$215K -$16.7K -528 -7%
TFA
496
Toth Financial Advisory
Virginia
$215K +$43.7K +1,384 +25%
PP
497
Patron Partners
Texas
$213K -$30.7K -972 -12%
AWAG
498
ARS Wealth Advisors Group
Florida
$212K +$214K +6,776 New
WIA
499
World Investment Advisors
California
$211K -$8.27K -262 -4%
IWC
500
Integrated Wealth Concepts
Massachusetts
$211K +$213K +6,740 New
18 19
20
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