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Schwab US TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TVM
551
True Vision MN
Minnesota
$213K +$5.58K +208 +3%
MA
552
MONECO Advisors
Connecticut
$213K +$590 +22 +0.3%
JE
553
Jacobs Equity
Utah
$212K +$215K +8,006 New
E
554
EntreWealth
Texas
$210K +$211K +7,868 New
WMR
555
Wealth Management Resources
Rhode Island
$209K -$12.2K -453 -5%
GWP
556
Gateway Wealth Partners
Wisconsin
$208K +$210K +7,836 New
SFA
557
Sequoia Financial Advisors
Ohio
$206K -$46.9K -1,749 -18%
GM
558
GeoWealth Management
Illinois
$206K -$28.6K -1,068 -12%
AWM
559
Accurate Wealth Management
Florida
$204K -$27K -1,008 -12%
GIA
560
Goodwin Investment Advisory
Georgia
$204K -$29.8K -1,112 -13%
GVAG
561
Great Valley Advisor Group
Delaware
$202K +$205K +7,636 New
HWA
562
HCR Wealth Advisors
California
$200K -$2.28K -85 -1%
MSWA
563
Marshall & Sterling Wealth Advisors
New York
$181K +$2.87K +107 +2%
CCM
564
Chilton Capital Management
Texas
$174K +$176K +6,556 New
BA
565
Ballast Advisors
Minnesota
$172K +$4.32K +161 +3%
WA
566
WPG Advisers
Maryland
$159K +$1.15K +43 +0.7%
BWL
567
Bogart Wealth LLC
Virginia
$155K +$132K +4,908 +516%
PA
568
Parallel Advisors
California
$144K -$103K -3,856 -42%
LFASL
569
Lugano Financial Advisors SA (LFA)
Switzerland
$143K – – –
RF
570
Rossby Financial
Florida
$136K +$3.03K +113 +2%
BTI
571
Blue Trust Inc
Georgia
$133K +$51.3K +1,912 +62%
AF
572
Advisornet Financial
Minnesota
$133K -$56.7K -2,115 -30%
AFC
573
Ares Financial Consulting
California
$129K +$130K +4,863 New
William Blair & Company
574
William Blair & Company
Illinois
$125K -$15.1K -564 -11%
PAG
575
Paladin Advisory Group
Iowa
$125K +$126K +4,700 New