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Schwab US TIPS ETF
SCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
501
Jeppson Wealth Management
California
$284K -$476K -17,126 -61%
TW
502
Transform Wealth
Colorado
$284K -$7.67K -276 -2%
ML
503
Mayport LLC
Massachusetts
$283K +$304K +10,938 New
BTWM
504
Baker Tilly Wealth Management
Wisconsin
$277K -$188K -6,756 -39%
LCM
505
Liberty Capital Management
Michigan
$277K -$17.8K -642 -6%
CT
506
Colonial Trust
South Carolina
$277K +$297K +10,700 New
AG
507
Ascent Group
Virginia
$275K -$51.4K -1,850 -15%
SWM
508
Spire Wealth Management
Virginia
$275K -$15.1K -544 -5%
FMC
509
First Merchants Corp
Indiana
$274K +$2.72K +98 +0.9%
SF
510
Summit Financial
New Jersey
$274K – – –
NL
511
NEPC LLC
Massachusetts
$272K – – –
CCG
512
Coastwise Capital Group
California
$270K +$4.95K +178 +2%
GLA
513
Good Life Advisors
Pennsylvania
$265K -$28.3K -1,018 -9%
VM
514
VPR Management
Texas
$259K – – –
ZIG
515
Zullo Investment Group
Pennsylvania
$257K -$29.3K -1,054 -10%
AHC
516
Anderson Hoagland & Co
Missouri
$256K -$8.87M -319,086 -97%
RPA
517
Rock Point Advisors
Vermont
$256K -$278 -10 -0.1%
JHCP
518
Jackson Hole Capital Partners
Oklahoma
$254K – – –
EL
519
EMFO LLC
Florida
$254K +$222 +8 +0.1%
MWA
520
MFA Wealth Advisors
Pennsylvania
$254K +$16.1K +578 +6%
SAM
521
Secure Asset Management
Michigan
$250K – – –
FPAS
522
Focus Partners Advisor Solutions
Missouri
$248K -$60.7K -2,182 -19%
FAIM
523
Financial Advocates Investment Management
Washington
$245K -$89.6K -3,224 -25%
PFA
524
Pinnacle Family Advisors
Missouri
$244K +$1K +36 +0.4%
SAM
525
Seelaus Asset Management
New Jersey
$242K -$1.67K -60 -0.6%
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