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Schwab US TIPS ETF
SCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
476
Cresset Asset Management
Illinois
$221K -$251K -9,850 -54%
GVAG
477
Great Valley Advisor Group
Delaware
$221K -$96.1K -3,778 -31%
PFGIA
478
Patriot Financial Group Insurance Agency
Massachusetts
$220K +$215K +8,432 New
UB
479
UMB Bank
Missouri
$220K -$14.3K -564 -6%
OW
480
Olistico Wealth
Oklahoma
$217K -$121K -4,768 -36%
CA
481
CoreCap Advisors
Michigan
$216K -$6.36K -250 -3%
BBWP
482
Beacon Bridge Wealth Partners
Pennsylvania
$216K -$21.3K -836 -9%
FVWA
483
Foster Victor Wealth Advisors
South Carolina
$215K +$210K +8,258 New
IWA
484
IVC Wealth Advisors
Pennsylvania
$212K +$207K +8,122 New
C
485
Covestor
United Kingdom
$212K +$9.46K +372 +5%
TDWM
486
Topel & Distasi Wealth Management
California
$212K +$206K +8,112 New
BCM
487
Blume Capital Management
California
$209K – – –
VBFP
488
Valtinson Bruner Financial Planning
Minnesota
$208K -$5.54M -217,768 -96%
WJWM
489
Williams Jones Wealth Management
New York
$208K – – –
CPRC
490
Consolidated Portfolio Review Corp
New York
$207K -$4.83K -190 -2%
HWM
491
HB Wealth Management
Georgia
$207K +$201K +7,914 New
GFP
492
Guardian Financial Partners
California
$204K +$199K +7,818 New
WIP
493
WealthCare Investment Partners
Rhode Island
$201K +$197K +7,728 New
CFS
494
Cannon Financial Strategists
Georgia
$200K +$195K +7,676 New
PWM
495
PBMares Wealth Management
Virginia
$200K +$195K +7,674 New
PGFC
496
Peapack-Gladstone Financial Corp
New Jersey
$200K -$10.2K -400 -5%
FCG
497
Financial Connections Group
California
$199K +$195K +7,650 New
BCWM
498
Bartlett & Co Wealth Management
Ohio
$198K +$2.54K +100 +1%
BC
499
Bartlett & Co
Ohio
$198K +$2.54K +100 +1%
EWA
500
EP Wealth Advisors
California
$197K +$192K +7,546 New
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