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Schwab US TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFWM
651
Abich Financial Wealth Management
Virginia
$780
NC
652
NewSquare Capital
Pennsylvania
$780
MWA
653
MFA Wealth Advisors
Pennsylvania
$553 +$569 +22 New
MFT
654
Moisand Fitzgerald Tamayo
Florida
$417
GJWM
655
Gilliland Jeter Wealth Management
Arkansas
$312 +$310 +12 New
SWA
656
SOA Wealth Advisors
New York
$208 -$2.74K -106 -93%
SIS
657
Strategic Investment Solutions
Illinois
$158 +$155 +6 New
DJSG
658
D.J. St. Germain
Massachusetts
$61
CSIA
659
Charles Schwab Investment Advisory
California
-$935M -35,839,060 Closed
1832 Asset Management
660
1832 Asset Management
Ontario, Canada
-$17.7M -678,088 Closed
MWM
661
Merriman Wealth Management
Washington
-$5.86M -224,676 Closed
FA
662
Fagan Associates
New York
-$5.19M -199,036 Closed
OFS
663
OneAscent Financial Services
Alabama
-$3.67M -140,846 Closed
Allspring Global Investments
664
Allspring Global Investments
North Carolina
-$3.52M -134,972 Closed
EAM
665
Empirical Asset Management
Massachusetts
-$176K -129,380 Closed
Macquarie Group
666
Macquarie Group
Australia
-$2.72M -104,150 Closed
BA
667
Bridge Advisory
California
-$1.94M -74,506 Closed
GC
668
Gilbert & Cook
Iowa
-$1.24M -47,682 Closed
IPW
669
Intergy Private Wealth
Colorado
-$819K -31,422 Closed
CBFP
670
Cedar Brook Financial Partners
Ohio
-$722K -27,694 Closed
CSPAM
671
Cary Street Partners Asset Management
Virginia
-$616K -23,632 Closed
MGW
672
MB Generational Wealth
Washington
-$183K -22,858 Closed
PS
673
Portfolio Strategies
New York
-$488K -18,712 Closed
Citadel Advisors
674
Citadel Advisors
Florida
-$440K -17,018 Closed
PBF
675
Petix & Botte Financial
California
-$436K -16,724 Closed