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Schwab US TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
501
Brooklyn FI
New York
$220K +$215K +8,192 New
HAS
502
HBW Advisory Services
California
$218K +$213K +8,108 New
TVM
503
True Vision MN
Minnesota
$218K +$213K +8,107 New
BFG
504
Berger Financial Group
Minnesota
$217K -$7.97K -303 -4%
TA
505
TPG Advisors
Illinois
$216K -$16.4K -622 -7%
WJWM
506
Williams Jones Wealth Management
New York
$215K – – –
HCP
507
Hexagon Capital Partners
Arkansas
$213K +$154K +5,872 +286%
MA
508
MONECO Advisors
Connecticut
$213K -$29.8K -1,135 -13%
OFA
509
Onyx Financial Advisors
Idaho
$208K +$203K +7,731 New
PWMG
510
Pinnacle Wealth Management Group
Michigan
$207K -$28.9K -1,100 -13%
MFA
511
Mayflower Financial Advisors
Massachusetts
$207K -$3.58K -136 -2%
LRIA
512
Leonard Rickey Investment Advisors
Washington
$205K +$205K +7,799 New
BCWM
513
Bartlett & Co Wealth Management
Ohio
$203K -$3.26K -124 -2%
LIA
514
LBMC Investment Advisors
Tennessee
$202K +$198K +7,516 New
Carson Wealth (CWM LLC)
515
Carson Wealth (CWM LLC)
Nebraska
$202K +$34K +1,294 +21%
FAM
516
Formidable Asset Management
Ohio
$202K +$197K +7,508 New
IWA
517
IVC Wealth Advisors
Pennsylvania
$200K +$196K +7,443 New
Franklin Resources
518
Franklin Resources
California
$198K +$105 +4 +0.1%
RFS
519
Richardson Financial Services
Massachusetts
$186K +$29.7K +1,128 +20%
MAFA
520
MJT & Associates Financial Advisory
Minnesota
$181K +$177K +6,748 New
MSWA
521
Marshall & Sterling Wealth Advisors
New York
$177K +$79 +3 +0%
MCM
522
MAI Capital Management
Ohio
$168K -$10.7K -408 -6%
IWM
523
Inlight Wealth Management
Georgia
$166K +$163K +6,189 New
WA
524
WPG Advisers
Maryland
$164K -$45.1K -1,715 -22%
B
525
Birchbrook
Maine
$156K – – –