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Schwab US TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
101
Peak Financial Management
Massachusetts
$9.36M -$3.64M -137,530 -28%
WCWM
102
Wooster Corthell Wealth Management
Connecticut
$9.05M -$11.8M -446,327 -57%
GBFP
103
Golden Bell Financial Planning
Georgia
$8.95M -$91.9K -3,474 -1%
FFA
104
Fi3 Financial Advisors
Indiana
$8.91M +$896K +33,854 +11%
TFA
105
Transamerica Financial Advisors
Florida
$8.8M -$149K -5,630 -2%
TWCA
106
Two West Capital Advisors
Kansas
$8.77M +$1.65M +62,414 +23%
SIAG
107
Signet Investment Advisory Group
Rhode Island
$8.76M +$26.2K +992 +0.3%
BL
108
BFSG LLC
California
$8.52M +$107K +4,048 +1%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$8.49M -$580K -21,911 -6%
FA
110
FC Advisory
Pennsylvania
$8.26M +$23.5K +890 +0.3%
VWM
111
VCI Wealth Management
Missouri
$8.12M +$911K +34,442 +13%
ML
112
McAdam LLC
Pennsylvania
$8.11M +$1.54M +58,181 +24%
FFN
113
Focus Financial Network
Minnesota
$8.03M +$347K +13,119 +5%
SF
114
Summit Financial
New Jersey
$8.01M +$150K +5,652 +2%
Truist Financial
115
Truist Financial
North Carolina
$7.84M -$142K -5,380 -2%
CAL
116
Capital Analysts LLC
Pennsylvania
$7.82M +$2.86M +108,268 +59%
TF
117
Theory Financial
Colorado
$7.74M +$1.15M +43,517 +18%
MWM
118
MBE Wealth Management
Wisconsin
$7.74M +$177K +6,693 +2%
VAS
119
Vestmark Advisory Solutions
Massachusetts
$7.57M +$4.6M +173,978 +159%
CFG
120
Citizens Financial Group
Rhode Island
$7.56M +$100K +3,788 +1%
MML Investors Services
121
MML Investors Services
Massachusetts
$7.55M +$354K +13,380 +5%
Stifel Financial
122
Stifel Financial
Missouri
$7.46M +$232K +8,754 +3%
TW
123
Trajan Wealth
Arizona
$7.43M +$328K +12,400 +5%
Focus Partners Wealth
124
Focus Partners Wealth
Massachusetts
$6.83M +$129K +4,878 +2%
HI
125
Harbour Investments
Wisconsin
$6.71M +$112K +4,246 +2%