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Schwab US TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
651
Northwest Capital Management
Oregon
$680 -$25.7K -978 -97%
MAS
652
MPWM Advisory Solutions
Georgia
$672 +$683 +26 New
FMP
653
Financial Management Professionals
Texas
$620 – – –
AG
654
AmeriFlex Group
Nevada
$575 +$578 +22 New
SFGP
655
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$491 +$499 +19 New
VHAM
656
Van Hulzen Asset Management
California
$465 +$473 +18 New
MFT
657
Moisand Fitzgerald Tamayo
Florida
$414 – – –
LCM
658
Logan Capital Management
Pennsylvania
$412 +$421 +16 New
LIS
659
Legacy Investment Solutions
Idaho
$315 +$315 +12 New
LWMI
660
Legacy Wealth Management (Idaho)
Idaho
$315 +$315 +12 New
SWA
661
SOA Wealth Advisors
New York
$310 +$105 +4 +50%
NMG
662
New Millennium Group
Utah
$207 +$210 +8 New
DWM
663
Darwin Wealth Management
Florida
$154 – – –
NS
664
NBC Securities
Alabama
$31 -$32.3K -1,229 -100%
DJSG
665
D.J. St. Germain
Massachusetts
$31 -$26 -1 -50%
LFA
666
LGT Financial Advisors
Texas
$14 -$53 -2 Closed
SAM
667
Simplify Asset Management
Nevada
– -$38.1M -1,420,902 Closed
CA
668
Cambridge Associates
Massachusetts
– -$5.86M -218,504 Closed
ACM
669
AlphaStar Capital Management
North Carolina
– -$4.97M -185,312 Closed
STA
670
Summit Trail Advisors
New York
– -$4.15M -154,862 Closed
OFP
671
OLIO Financial Planning
Virginia
– -$3.64M -139,410 Closed
MNBTD
672
Moody National Bank Trust Division
Texas
– -$2.42M -90,382 Closed
DAS
673
Dynamic Advisor Solutions
Arizona
– -$1.19M -44,526 Closed
WAM
674
Worth Asset Management
Texas
– -$911K -33,974 Closed
WP
675
WealthPLAN Partners
Nebraska
– -$584K -21,768 Closed