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Schwab US TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAS
651
MPWM Advisory Solutions
Georgia
$672 +$683 +26 New
FMP
652
Financial Management Professionals
Texas
$620
AG
653
AmeriFlex Group
Nevada
$575 +$578 +22 New
SFGP
654
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$491 +$499 +19 New
VHAM
655
Van Hulzen Asset Management
California
$465 +$473 +18 New
MFT
656
Moisand Fitzgerald Tamayo
Florida
$414
LCM
657
Logan Capital Management
Pennsylvania
$412 +$421 +16 New
LIS
658
Legacy Investment Solutions
Idaho
$315 +$315 +12 New
LWMI
659
Legacy Wealth Management (Idaho)
Idaho
$315 +$315 +12 New
SWA
660
SOA Wealth Advisors
New York
$310 +$105 +4 +50%
NMG
661
New Millennium Group
Utah
$207 +$210 +8 New
DWM
662
Darwin Wealth Management
Florida
$154
NS
663
NBC Securities
Alabama
$31 -$32.3K -1,229 -100%
DJSG
664
D.J. St. Germain
Massachusetts
$31 -$26 -1 -50%
LFA
665
LGT Financial Advisors
Texas
$14 -$53 -2 Closed
SAM
666
Simplify Asset Management
Nevada
-$38.1M -1,420,902 Closed
CA
667
Cambridge Associates
Massachusetts
-$5.86M -218,504 Closed
ACM
668
AlphaStar Capital Management
North Carolina
-$4.97M -185,312 Closed
STA
669
Summit Trail Advisors
New York
-$4.15M -154,862 Closed
OFP
670
OLIO Financial Planning
Virginia
-$3.64M -139,410 Closed
MNBTD
671
Moody National Bank Trust Division
Texas
-$2.42M -90,382 Closed
DAS
672
Dynamic Advisor Solutions
Arizona
-$1.19M -44,526 Closed
WAM
673
Worth Asset Management
Texas
-$911K -33,974 Closed
WP
674
WealthPLAN Partners
Nebraska
-$584K -21,768 Closed
Prudential Financial
675
Prudential Financial
New Jersey
-$562K -20,942 Closed