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Schwab US TIPS ETF
SCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
626
Blue Trust Inc
Georgia
$2.9K -$104 -4 -3%
CSWM
627
Cassady Schiller Wealth Management
Ohio
$2.76K – – –
WPWM
628
Western Pacific Wealth Management
Illinois
$2.66K +$2.65K +102 New
CPG
629
Cornerstone Planning Group
New Jersey
$2.47K -$4.15K -160 -63%
WAG
630
Wiser Advisor Group
Arizona
$2.35K – – –
WTC
631
WhitTier Trust Company
Nevada
$2.03K – – –
DFA
632
DHJJ Financial Advisors
Illinois
$1.63K – – –
TRCT
633
Tower Research Capital (TRC)
New York
$1.62K – – –
GWM
634
Geneos Wealth Management
Colorado
$1.56K -$8.98K -346 -85%
RP
635
Rice Partnership
Hawaii
$1.51K +$1.5K +58 New
CSC
636
Caldwell Sutter Capital
California
$1.41K – – –
EW
637
Element Wealth
Mississippi
$1.3K – – –
CA
638
Centerpoint Advisors
Massachusetts
$1K – – –
FMP
639
Financial Management Professionals
Texas
$1K – – –
NG
640
NWK Group
California
$965 – – –
IPW
641
Impact Partnership Wealth
Georgia
$939 – – –
GWSA
642
Global Wealth Strategies & Associates
Colorado
$887 +$882 +34 New
AFWM
643
Abich Financial Wealth Management
Virginia
$782 – – –
NC
644
NewSquare Capital
Pennsylvania
$782 – – –
MFT
645
Moisand Fitzgerald Tamayo
Florida
$418 – – –
PAM
646
Palisade Asset Management
Minnesota
$209 +$208 +8 New
NB
647
NBT Bank
New York
$104 – – –
DJSG
648
D.J. St. Germain
Massachusetts
$60 +$52 +2 New
BWA
649
BlueSky Wealth Advisors
North Carolina
– -$31.4M -1,202,654 Closed
ARIS
650
Advanced Research Investment Solutions
California
– -$13.7M -525,314 Closed
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