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Schwab US TIPS ETF
SCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
476
Main Street Financial Solutions
Pennsylvania
$245K -$105 -4 -0%
OWA
477
Octavia Wealth Advisors
Ohio
$242K -$46.4K -1,766 -16%
DPIM
478
Duff & Phelps Investment Management
Illinois
$240K -$103K -3,900 -30%
AIM
479
Alhambra Investment Management
Florida
$240K – – –
NB
480
NBT Bank
New York
$240K +$110K +4,185 +82%
MA
481
MONECO Advisors
Connecticut
$234K +$11.3K +429 +5%
LFG
482
Larson Financial Group
Missouri
$232K +$31.1K +1,184 +15%
MAS
483
Madden Advisory Services
Florida
$231K +$30.7K +1,167 +15%
TWP
484
Tempus Wealth Planning
California
$230K +$19.4K +737 +9%
CIA
485
Capital Investment Advisors
Georgia
$228K +$4.63K +176 +2%
T
486
Transce3nd
Texas
$228K +$232K +8,814 New
PWMG
487
Pinnacle Wealth Management Group
Michigan
$227K – – –
UCFA
488
United Capital Financial Advisors
Texas
$224K +$11.9K +454 +6%
TA
489
TPG Advisors
Illinois
$223K -$44.4K -1,688 -16%
HWA
490
HCR Wealth Advisors
California
$217K -$2.1K -80 -0.9%
BFG
491
Berger Financial Group
Minnesota
$216K +$8.15K +310 +4%
PA
492
Parallel Advisors
California
$216K – – –
FWI
493
Facet Wealth Inc
Maryland
$213K +$213K +8,116 New
CS
494
Cannell & Spears
New York
$212K +$1.05K +40 +0.5%
JE
495
JMAC Enterprises
Pennsylvania
$209K -$53 -2 -0%
AA
496
ArborFi Advisors
Michigan
$208K +$212K +8,066 New
WJWM
497
Williams Jones Wealth Management
New York
$207K – – –
BCM
498
Blume Capital Management
California
$207K – – –
MFA
499
Mayflower Financial Advisors
Massachusetts
$202K -$12K -457 -6%
IJWM
500
Inman Jager Wealth Management
Mississippi
$202K +$206K +7,827 New
18 19
20
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