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Schwab US TIPS ETF
SCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
FMC
476
First Merchants Corp
Indiana
$229K – – –
PGFC
477
Peapack-Gladstone Financial Corp
New Jersey
$226K -$4.72K -178 -2%
WP
478
WealthSource Partners
California
$225K +$1.8K +68 +0.8%
CWA
479
Clarity Wealth Advisors
California
$225K +$228K +8,592 New
CPRC
480
Consolidated Portfolio Review Corp
New York
$224K -$25.4K -958 -10%
FIC
481
Family Investment Center
Missouri
$223K +$901 +34 +0.4%
T
482
TNF
Montana
$220K -$49K -1,848 -18%
AG
483
Ascent Group
Virginia
$219K -$21.2K -798 -9%
KWM
484
Keebeck Wealth Management
Illinois
$214K -$71.1K -2,680 -25%
CWM
485
Cabot Wealth Management
Massachusetts
$213K – – –
IWA
486
IVC Wealth Advisors
Pennsylvania
$212K +$215K +8,102 New
CRC
487
Curi RMB Capital
Illinois
$211K +$214K +8,056 New
AFG
488
Atomi Financial Group
New York
$209K +$211K +7,958 New
SCA
489
Stokes Capital Advisors
South Carolina
$207K -$167K -6,306 -44%
MCCP
490
Mission Creek Capital Partners
California
$206K -$5.25K -198 -2%
HDIM
491
Hanson & Doremus Investment Management
Vermont
$204K -$2.23K -84 -1%
SHFP
492
Second Half Financial Partners
Florida
$203K +$206K +7,756 New
NB
493
NBT Bank
New York
$202K +$205K +7,716 New
VWA
494
V Wealth Advisors
Kansas
$202K +$204K +7,692 New
CFS
495
Cannon Financial Strategists
Georgia
$201K -$41.4K -1,562 -17%
PWM
496
PBMares Wealth Management
Virginia
$201K – – –
JCM
497
Jacobsen Capital Management
Utah
$201K +$424 +16 +0.2%
HHRDM
498
H&H Retirement Design & Management
Nevada
$200K +$202K +7,638 New
LIA
499
LBMC Investment Advisors
Tennessee
$200K – – –
C
500
Covestor
United Kingdom
$197K -$901 -34 -0.5%
18 19
20
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