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Schwab US TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
626
C2C Wealth Management
Arizona
$202K +$202K +6,410 New
GLA
627
Good Life Advisors
Pennsylvania
$201K +$201K +6,398 New
CFGS
628
Concourse Financial Group Securities
Alabama
$196K +$166K +5,268 +545%
IAS
629
IMA Advisory Services
Colorado
$194K -$12.6K -400 -6%
CAAS
630
Capital Asset Advisory Services
Michigan
$170K +$159K +5,062 +1,414%
Bank of Montreal
631
Bank of Montreal
Ontario, Canada
$169K -$33.3K -1,056 -16%
QCG
632
Quadrant Capital Group
Ohio
$150K +$150K +4,764 New
FWP
633
FAS Wealth Partners
Kansas
$149K +$2.65K +84 +2%
VCM
634
Vigilant Capital Management
Maine
$138K -$6.3K -200 -4%
RK
635
Rather & Kittrell
Tennessee
$138K +$138K +4,384 New
CIM
636
Contravisory Investment Management
Massachusetts
$136K +$137K +4,338 New
BA
637
Ballast Advisors
Minnesota
$128K +$11.9K +378 +10%
PO
638
Private Ocean
California
$124K +$63 +2 +0.1%
AWM
639
Aspire Wealth Management
Massachusetts
$122K +$122K +3,868 New
SFM
640
Signet Financial Management
New Jersey
$120K +$120K +3,818 New
HR
641
Howe & Rusling
New York
$115K -$63.9K -2,030 -36%
MW
642
Milestone Wealth
New York
$103K +$104K +3,302 New
EVM
643
Eaton Vance Management
Massachusetts
$102K +$5.1K +162 +5%
RFA
644
Reilly Financial Advisors
California
$98K -$10.6K -338 -10%
FRA
645
Front Row Advisors
California
$96K +$6.3K +200 +7%
NSIM
646
North Star Investment Management
Illinois
$95K +$94.8K +3,012 New
FCT
647
First Community Trust
Iowa
$94.3K +$94.5K +3,000 New
GWM
648
Geneos Wealth Management
Colorado
$94K -$68.3K -2,170 -42%
Carson Wealth (CWM LLC)
649
Carson Wealth (CWM LLC)
Nebraska
$90K +$89.7K +2,850 New
IRC
650
Investors Research Corp
Georgia
$88K