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Schwab US TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
501
Montgomery Financial Services
Maryland
$384K +$386K +14,476 New
WC
502
Waterloo Capital
Texas
$384K +$165K +6,170 +74%
PFA
503
Petra Financial Advisors
Colorado
$378K +$381K +14,267 New
SPW
504
Surience Private Wealth
Washington
$378K -$32K -1,200 -8%
NAM
505
NorthCrest Asset Manangement
Minnesota
$372K +$43K +1,611 +13%
LWA
506
LifeGoal Wealth Advisors
New York
$369K -$111K -4,164 -23%
IWM
507
Inlight Wealth Management
Georgia
$365K +$24.3K +912 +7%
IA
508
Integrity Alliance
Iowa
$361K +$118K +4,419 +48%
NB
509
NBT Bank
New York
$359K – – –
E
510
EntreWealth
Texas
$349K +$133K +5,003 +59%
FHA
511
Flagship Harbor Advisors
Massachusetts
$347K +$2.94K +110 +0.8%
AAS
512
Ameritas Advisory Services
Nebraska
$345K -$1.13M -42,310 -76%
BEI
513
Benjamin Edwards Inc
Missouri
$344K +$20.1K +752 +6%
AA
514
Aire Advisors
California
$343K +$346K +12,960 New
WFA
515
WJ Financial Advisors
Connecticut
$342K -$2.67K -100 -0.8%
CW
516
Curio Wealth
Maryland
$341K -$17.6K -661 -5%
SI
517
Stash Investments
New York
$340K +$342K +12,829 New
IWA
518
IVC Wealth Advisors
Pennsylvania
$337K +$22.8K +853 +7%
BCM
519
Blume Capital Management
California
$331K – – –
CA
520
CoreCap Advisors
Michigan
$330K -$94.4K -3,537 -22%
HFA
521
Hippocratic Financial Advisors
California
$328K +$71.7K +2,688 +28%
HCP
522
Hexagon Capital Partners
Arkansas
$327K -$5.23K -196 -2%
SA
523
SRH Advisors
Kansas
$326K -$17.3K -650 -5%
CNBT
524
Canandaigua National Bank & Trust
New York
$326K +$328K +12,284 New
Brown Advisory
525
Brown Advisory
Maryland
$323K -$18.2K -683 -5%