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Schwab US TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
176
Capital Directions Investment Advisors
Georgia
$11K – – –
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$11K +$11.4K +412 New
PO
178
Private Ocean
California
$9K – – –
PFGIA
179
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$5.33K +192 +133%
SEI Investments
180
SEI Investments
Pennsylvania
$8K +$8.04K +290 +2,900%
SWA
181
Sutton Wealth Advisors
Florida
$6.83K – – –
CFA
182
Camarda Financial Advisors
Florida
$6K -$70.6K -2,544 -92%
HCM
183
Horrell Capital Management
Arkansas
$6K – – –
JP Morgan Chase
184
JP Morgan Chase
New York
$4K +$4.05K +146 New
RBA
185
Richard Bernstein Advisors
New York
$3K – – –
BTIS
186
BB&T Investment Services
North Carolina
$3K +$3.11K +112 New
ADL
187
Asset Dedication LLC
California
$2K – – –
AIP
188
Ameritas Investment Partners
Nebraska
$1K – – –
AWM
189
Avior Wealth Management
Nebraska
– -$3.19M -114,978 Closed
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
– -$573K -20,640 Closed
G
191
GenTrust
Florida
– -$401K -14,460 Closed
RVPG
192
Relative Value Partners Group
– -$345K -12,462 Closed
JFG
193
JMG Financial Group
Illinois
– -$211K -7,594 Closed
RC
194
Rinet Company
Massachusetts
– -$202K -7,258 Closed
FCIM
195
Fairview Capital Investment Management
California
– -$201K -7,250 Closed
MAS
196
Madden Advisory Services
Florida
– -$64K -2,330 Closed
AF
197
Allworth Financial
California
– -$11K -400 Closed
Walleye Trading
198
Walleye Trading
New York
– -$10K -364 Closed
TCM
199
TD Capital Management
Tennessee
– -$4K -132 Closed
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
– -$2K -80 Closed