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iShares 0-5 Year TIPS Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
276
LifeGuide Financial Advisors
Pennsylvania
$2.41M +$254K +2,470 +12%
CA
277
CGN Advisors
Kansas
$2.38M +$367K +3,569 +18%
IP
278
Ignite Planners
California
$2.38M -$171K -1,659 -7%
EWA
279
EQ Wealth Advisors
Texas
$2.35M -$95.6K -929 -4%
TCM
280
Traub Capital Management
Massachusetts
$2.32M +$26.3K +255 +1%
VFO
281
Virtus Family Office
Texas
$2.3M +$245K +2,384 +12%
PFA
282
Portland Financial Advisors
New York
$2.26M +$49.8K +484 +2%
ARA
283
Approach Retirement Advisors
Alabama
$2.24M +$2.25M +21,883 New
PFM
284
Peak Financial Management
Massachusetts
$2.21M -$45.9K -446 -2%
LCM
285
Lazari Capital Management
California
$2.16M -$20.6K -200 -0.9%
Envestnet Portfolio Solutions
286
Envestnet Portfolio Solutions
Illinois
$2.11M -$24.9M -242,324 -92%
RC
287
Roundview Capital
New Jersey
$2.07M +$127K +1,234 +7%
IFO
288
Independent Family Office
New York
$2.05M +$687K +6,670 +50%
CL
289
Choreo LLC
Illinois
$2.05M -$635K -6,173 -24%
AWA
290
Arete Wealth Advisors
Illinois
$2.03M -$367K -3,563 -15%
FTA
291
Financial & Tax Architects
Missouri
$2.03M -$132K -1,283 -6%
FEG
292
Fund Evaluation Group
Ohio
$2M +$2.01M +19,514 New
SFC
293
Strategic Financial Concepts
Texas
$1.97M +$1.98M +19,217 New
SG
294
Sharper & Granite
California
$1.95M +$37.1K +360 +2%
2WWM
295
21 West Wealth Management
California
$1.94M +$237K +2,299 +14%
CPP
296
Capasso Planning Partners
South Carolina
$1.94M +$1.06M +10,344 +121%
LAA
297
Liberty Atlantic Advisors
Texas
$1.93M +$1.94M +18,868 New
EPIM
298
Evelyn Partners Investment Management
$1.93M +$581K +5,643 +43%
PFM
299
Phillips Financial Management
Indiana
$1.92M -$118K -1,149 -6%
CAPTRUST Financial Advisors
300
CAPTRUST Financial Advisors
North Carolina
$1.89M +$14.5K +141 +0.8%