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Schwab US TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
201
Barrett Asset Management
New York
$105K
APA
202
American Portfolios Advisors
New York
$97.1K -$2.63K -96 -3%
FRA
203
Front Row Advisors
California
$93K -$2.08K -76 -2%
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$86K -$31.6K -1,156 -27%
VNA
205
Valley National Advisers
Pennsylvania
$86K -$3.66K -134 -4%
PWM
206
Perigon Wealth Management
California
$85K +$19.4K +710 +30%
HDIM
207
Hanson & Doremus Investment Management
Vermont
$82K +$5.8K +212 +8%
FWM
208
Focused Wealth Management
New York
$74K +$73.5K +2,688 New
PA
209
Parallel Advisors
California
$68K
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$66K -$8.48K -310 -12%
GRP
211
Global Retirement Partners
California
$64K -$19.6K -718 -23%
MCM
212
Mainstay Capital Management
Michigan
$60K -$164 -6 -0.3%
KF
213
Krilogy Financial
Missouri
$55K -$930 -34 -2%
PCTC
214
Perkins Coie Trust Company
Washington
$55K
IWM
215
IHT Wealth Management
Illinois
$50K
IIC
216
Integrated Investment Consultants
Michigan
$45K +$44.4K +1,622 New
PFGIA
217
Patriot Financial Group Insurance Agency
Massachusetts
$42K +$10K +366 +31%
PWAG
218
Polaris Wealth Advisory Group
California
$40K +$39.5K +1,444 New
LGWM
219
Litman Gregory Wealth Management
California
$39K
TWA
220
TCI Wealth Advisors
Arizona
$36K -$284K -10,400 -89%
MFW
221
Mosaic Family Wealth
Missouri
$36K +$12K +438 +50%
SEI Investments
222
SEI Investments
Pennsylvania
$33K +$32.5K +1,190 New
VFA
223
Valeo Financial Advisors
Indiana
$32K
SP
224
SWS Partners
Ohio
$31K -$7.55K -276 -20%
MA
225
MCF Advisors
Kentucky
$30K +$20.1K +736 +210%