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Schwab US TIPS ETF
SCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
501
Verdence Capital Advisors
Maryland
$252K +$249K +9,318 New
LFG
502
Larson Financial Group
Missouri
$251K -$54.6K -2,041 -18%
PA
503
Parallel Advisors
California
$250K +$98.6K +3,686 +66%
AIM
504
Alhambra Investment Management
Florida
$250K – – –
CIA
505
Capital Investment Advisors
Georgia
$243K +$1.77K +66 +0.7%
GWA
506
Geometric Wealth Advisors
District of Columbia
$242K +$241K +8,993 New
IWM
507
Inlight Wealth Management
Georgia
$242K +$27.1K +1,014 +13%
TWP
508
Tempus Wealth Planning
California
$240K -$482 -18 -0.2%
SS
509
Sound Stewardship
Kansas
$238K -$11.4K -427 -5%
AWE
510
Avidian Wealth Enterprises
Texas
$238K -$17.5K -655 -7%
GM
511
GeoWealth Management
Illinois
$238K +$24.7K +924 +12%
GIA
512
Goodwin Investment Advisory
Georgia
$237K +$236K +8,803 New
LRIA
513
Leonard Rickey Investment Advisors
Washington
$236K +$24K +895 +11%
WPC
514
Wedmont Private Capital
Pennsylvania
$235K +$234K +8,736 New
AWM
515
Accurate Wealth Management
Florida
$235K +$232K +8,683 New
MAS
516
Madden Advisory Services
Florida
$233K -$9.53K -356 -4%
EAM
517
Evanson Asset Management
California
$232K +$231K +8,613 New
MP
518
McDonald Partners
Ohio
$226K +$225K +8,393 New
WMR
519
Wealth Management Resources
Rhode Island
$225K -$42.1K -1,574 -16%
QWM
520
Quadcap Wealth Management
Texas
$222K -$78.7K -2,939 -26%
BF
521
Brooklyn FI
New York
$221K – – –
FIA
522
Foundations Investment Advisors
Arizona
$220K -$13.8K -517 -6%
BFG
523
Berger Financial Group
Minnesota
$217K – – –
MA
524
MONECO Advisors
Connecticut
$216K +$2.6K +97 +1%
BCWM
525
Bartlett & Co Wealth Management
Ohio
$212K +$5.35K +200 +3%
19 20
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