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Schwab US TIPS ETF
SCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
551
Calton & Associates
Florida
$222K -$42.6K -1,596 -16%
AOWM
552
Asset One Wealth Management
Washington
$221K +$221K +8,270 New
WC
553
Waterloo Capital
Texas
$221K -$6.67K -250 -3%
SFS
554
Sowell Financial Services
Arkansas
$219K -$14.5K -542 -6%
BPW
555
BlueDoor Private Wealth
Massachusetts
$218K – – –
BF
556
Brooklyn FI
New York
$218K – – –
UCFA
557
United Capital Financial Advisors
Texas
$218K -$3.76K -141 -2%
9FG
558
93 Financial Group
Massachusetts
$216K -$2.29K -86 -1%
CA
559
Claro Advisors
Massachusetts
$215K +$216K +8,086 New
TVM
560
True Vision MN
Minnesota
$215K +$747 +28 +0.3%
BFG
561
Berger Financial Group
Minnesota
$214K -$640 -24 -0.3%
GM
562
GeoWealth Management
Illinois
$213K +$6.64K +249 +3%
AWM
563
Accurate Wealth Management
Florida
$212K +$6.46K +242 +3%
LFG
564
Larson Financial Group
Missouri
$211K -$22K -823 -9%
SIA
565
Strategic Investment Advisors
Michigan
$211K +$211K +7,926 New
WMR
566
Wealth Management Resources
Rhode Island
$210K – – –
SW
567
SVB Wealth
Massachusetts
$206K -$59.2K -2,218 -22%
MGIA
568
Moneta Group Investment Advisors
Missouri
$204K +$205K +7,682 New
RWP
569
RWA Wealth Partners
Massachusetts
$202K +$203K +7,609 New
MWM
570
Maridea Wealth Management
New York
$201K -$933K -34,964 -82%
EBA
571
Eagle Bay Advisors
New York
$200K -$2.2M -82,391 -92%
CPG
572
Cornerstone Planning Group
New Jersey
$199K +$139K +5,213 +237%
RFS
573
Richardson Financial Services
Massachusetts
$188K -$30.3K -1,135 -14%
MSWA
574
Marshall & Sterling Wealth Advisors
New York
$182K – – –
SWM
575
SHP Wealth Management
Massachusetts
$173K +$103K +3,879 +148%
21 22
23
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