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Schwab US TIPS ETF
SCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
526
F.L. Putnam Investment Management
Massachusetts
$351K +$60.8K +1,982 +21%
BC
527
Burleson & Co
California
$350K -$553K -18,042 -61%
CCG
528
Capital CS Group
California
$350K -$319K -10,400 -47%
BTWM
529
Baker Tilly Wealth Management
Wisconsin
$349K -$655K -21,342 -65%
CA
530
Callahan Advisors
Texas
$347K +$1.35K +44 +0.4%
BS
531
Boenning & Scattergood
Pennsylvania
$347K +$351K +11,438 New
TW
532
Transform Wealth
Colorado
$346K +$90.9K +2,964 +35%
HGERS
533
Householder Group Estate & Retirement Specialist
Arizona
$342K +$346K +11,278 New
D
534
Diversified
Delaware
$341K -$1.42M -46,140 -80%
GLA
535
Good Life Advisors
Pennsylvania
$340K +$148K +4,810 +75%
T
536
TRUADVICE
Florida
$339K +$24.7K +804 +7%
HWMA
537
Heritage Wealth Management (Arizona)
Arizona
$338K +$341K +11,130 New
LA
538
LexAurum Advisors
Kansas
$337K -$283K -9,232 -45%
DWM
539
Destination Wealth Management
California
$336K +$340K +11,084 New
BFG
540
Berger Financial Group
Minnesota
$335K +$22.3K +728 +7%
NDSI
541
Newman Dignan & Sheerar Inc
Rhode Island
$329K +$6.69K +218 +2%
WS
542
Wedbush Securities
California
$327K +$331K +10,786 New
CS
543
Cannell & Spears
New York
$324K -$2.27K -74 -0.7%
SPI
544
Sutton Place Investors
New York
$320K -$300K -9,796 -48%
GSEP
545
Golden State Equity Partners
California
$319K +$323K +10,520 New
NL
546
NEPC LLC
Massachusetts
$318K – – –
MWM
547
MBE Wealth Management
Wisconsin
$314K +$317K +10,336 New
WSTAM
548
Wilbanks Smith & Thomas Asset Management
Virginia
$302K – – –
RPA
549
Rock Point Advisors
Vermont
$300K +$920 +30 +0.3%
KPWS
550
Kestra Private Wealth Services
Texas
$299K +$62.4K +2,034 +26%
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