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Schwab US TIPS ETF
SCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
176
BOK Financial Private Wealth
Colorado
$342K -$357K -13,066 -51%
RVPG
177
Relative Value Partners Group
$342K – – –
FANJ
178
Financial Architects (New Jersey)
New Jersey
$333K -$18.5K -678 -5%
1CM
179
1492 Capital Management
Wisconsin
$323K – – –
KWM
180
Kingsview Wealth Management
Oregon
$316K +$89.1K +3,264 +40%
SFS
181
Strategic Financial Services
New York
$316K +$314K +11,494 New
BRWA
182
B. Riley Wealth Advisors
Florida
$311K +$5.18K +190 +2%
CWM
183
Capital Wealth Management
Rhode Island
$307K +$305K +11,172 New
SWM
184
Stockman Wealth Management
Montana
$302K +$16.1K +590 +6%
BTS
185
BB&T Securities
Virginia
$302K +$301K +11,034 New
NFG
186
Next Financial Group
Texas
$296K -$4.86K -178 -2%
EWM
187
Evercore Wealth Management
New York
$288K +$286K +10,482 New
WCM
188
Weik Capital Management
Pennsylvania
$277K +$30K +1,100 +12%
RPA
189
Rock Point Advisors
Vermont
$273K -$25K -916 -8%
AFA
190
Arlington Financial Advisors
California
$268K +$268K +9,834 New
CFD
191
Creative Financial Designs
Indiana
$265K -$2.4K -88 -0.9%
BUB
192
BBVA USA Bancshares
Texas
$258K +$48.3K +1,770 +23%
SGCA
193
Steel Grove Capital Advisors
Tennessee
$256K -$15K -548 -6%
CAN
194
Cetera Advisor Networks
California
$254K -$38.2K -1,400 -13%
OCM
195
One Capital Management
California
$247K +$32.7K +1,200 +15%
PG
196
Patten Group
Tennessee
$246K +$600 +22 +0.2%
AWE
197
Avidian Wealth Enterprises
Texas
$245K -$58.6K -2,146 -19%
VIA
198
Vantage Investment Advisors
Pennsylvania
$243K -$788K -28,886 -77%
AIM
199
Avity Investment Management
Connecticut
$242K – – –
NDSI
200
Newman Dignan & Sheerar Inc
Rhode Island
$238K +$7.04K +258 +3%
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8
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