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Schwab US TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIP
676
WealthCare Investment Partners
Rhode Island
– -$201K -7,728 Closed
CFS
677
Cannon Financial Strategists
Georgia
– -$200K -7,676 Closed
PWM
678
PBMares Wealth Management
Virginia
– -$200K -7,674 Closed
PGFC
679
Peapack-Gladstone Financial Corp
New Jersey
– -$200K -7,660 Closed
FCG
680
Financial Connections Group
California
– -$199K -7,650 Closed
EWA
681
EP Wealth Advisors
California
– -$197K -7,546 Closed
Simplex Trading
682
Simplex Trading
Illinois
– -$191K -7,328 Closed
OP
683
ORG Partners
Indiana
– -$156K -5,976 Closed
LF
684
Lee Financial
Texas
– -$114K -4,378 Closed
JFGIW
685
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$110K -4,200 Closed
AFG
686
Albion Financial Group
Utah
– -$99.2K -3,802 Closed
PWA
687
Provenance Wealth Advisors
Florida
– -$52.9K -2,026 Closed
TFG
688
Team Financial Group
California
– -$52.2K -2,000 Closed
AWM
689
Abound Wealth Management
Tennessee
– -$38.5K -1,474 Closed
DI
690
DAGCO Inc
Ohio
– -$30.1K -1,154 Closed
RIM
691
Rockbridge Investment Management
New York
– -$25.3K -970 Closed
FCA
692
FinTrust Capital Advisors
South Carolina
– -$24.7K -948 Closed
Bessemer Group
693
Bessemer Group
New Jersey
– -$21K -800 Closed
CWC
694
Carolinas Wealth Consulting
North Carolina
– -$16K -612 Closed
FFO
695
Fortitude Family Office
Arizona
– -$13.1K -502 Closed
MSWM
696
McGlone Suttner Wealth Management
Wisconsin
– -$11.1K -424 Closed
BWM
697
BKM Wealth Management
Wisconsin
– -$10.4K -400 Closed
AWM
698
Able Wealth Management
New Jersey
– -$9.07K -348 Closed
NFSG
699
Newbridge Financial Services Group
Florida
– -$8.2K -314 Closed
DF
700
Dunhill Financial
United Kingdom
– -$6.84K -262 Closed