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Schwab US TIPS ETF
SCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
201
Perigon Wealth Management
California
$2.53M -$1.02M -38,590 -29%
AFP
202
Ausdal Financial Partners
Iowa
$2.51M -$89.3K -3,382 -3%
ACM
203
Arcataur Capital Management
Wisconsin
$2.46M -$20.3K -770 -0.8%
BWM
204
BCGM Wealth Management
Indiana
$2.46M -$1.54M -58,472 -39%
FAM
205
Frontier Asset Management
Wyoming
$2.43M -$24.9K -944 -1%
MNBTD
206
Moody National Bank Trust Division
Texas
$2.42M – – –
SFS
207
Summit Financial Strategies
Ohio
$2.32M +$104K +3,954 +5%
SWM
208
Sagace Wealth Management
Florida
$2.29M +$2.45M +92,876 +116%
WA
209
Waverly Advisors
Alabama
$2.29M -$820K -31,038 -27%
WLIM
210
White Lighthouse Investment Management
Massachusetts
$2.26M +$99.6K +3,770 +5%
PWS
211
Physician Wealth Solutions
Nevada
$2.21M +$2.31M +87,454 +109%
TW
212
TrinityPoint Wealth
Connecticut
$2.15M -$164K -6,202 -7%
RCG
213
Rock Creek Group
District of Columbia
$2.15M – – –
PS
214
Principal Securities
Iowa
$2.13M +$304K +11,516 +17%
AWM
215
AE Wealth Management
Kansas
$2.13M +$79.5K +3,010 +4%
FFL
216
Financial Freedom LLC
Ohio
$2.12M -$23.3K -884 -1%
KOC
217
Koss-Olinger Consulting
Florida
$2.12M +$160K +6,056 +8%
AFG
218
Arkansas Financial Group
Arkansas
$2.09M -$94.9K -3,592 -4%
PCM
219
Passive Capital Management
Maryland
$2.07M +$25.6K +968 +1%
CL
220
Choreo LLC
Illinois
$2.07M +$456K +17,272 +29%
VWA
221
Visionary Wealth Advisors
Illinois
$2.06M +$21.4K +812 +1%
W
222
WealthCollab
Washington
$2.05M +$227K +8,606 +13%
NRI
223
NFP Retirement Inc
California
$2.05M -$511K -19,334 -20%
CPW
224
Catalyst Private Wealth
California
$2.03M +$233K +8,822 +13%
MWM
225
Maltin Wealth Management
New Jersey
$1.96M +$226K +8,566 +13%
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