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Schwab US TIPS ETF
SCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
526
McDonald Partners
Ohio
$248K +$26.1K +972 +12%
TFP
527
Tilia Fiduciary Partners
North Carolina
$248K -$17.3K -646 -6%
AIM
528
Alhambra Investment Management
Florida
$246K – – –
STA
529
Summit Trail Advisors
New York
$244K -$41.8K -1,559 -14%
LRIA
530
Leonard Rickey Investment Advisors
Washington
$240K +$7.51K +280 +3%
SS
531
Sound Stewardship
Kansas
$236K +$1.23K +46 +0.5%
SFS
532
Sowell Financial Services
Arkansas
$233K -$431K -16,063 -65%
VCA
533
Verdence Capital Advisors
Maryland
$233K -$14.5K -540 -6%
LFG
534
Larson Financial Group
Missouri
$232K -$14.6K -544 -6%
KNW
535
Kesler Norman & Wride
Utah
$232K +$235K +8,755 New
AWE
536
Avidian Wealth Enterprises
Texas
$230K -$3.89K -145 -2%
CIA
537
Capital Investment Advisors
Georgia
$230K -$8.85K -330 -4%
WC
538
Waterloo Capital
Texas
$227K +$229K +8,552 New
PNFS
539
PW Nova Financial Services
Pennsylvania
$223K +$225K +8,406 New
WPC
540
Wedmont Private Capital
Pennsylvania
$222K -$10.1K -376 -4%
WWM
541
Western Wealth Management
Colorado
$222K +$225K +8,381 New
QCM
542
Quantinno Capital Management
New York
$221K +$224K +8,339 New
UCFA
543
United Capital Financial Advisors
Texas
$221K +$14.2K +530 +7%
QWM
544
Quadcap Wealth Management
Texas
$218K -$832 -31 -0.4%
BPW
545
BlueDoor Private Wealth
Massachusetts
$217K +$220K +8,200 New
MAS
546
Madden Advisory Services
Florida
$217K -$11.7K -436 -5%
9FG
547
93 Financial Group
Massachusetts
$217K +$220K +8,193 New
BF
548
Brooklyn FI
New York
$217K – – –
RFS
549
Richardson Financial Services
Massachusetts
$215K -$34.8K -1,298 -14%
BFG
550
Berger Financial Group
Minnesota
$214K – – –
20 21
22
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