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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
301
ProVise Management Group
Florida
$741K +$741K +6,995 New
OCM
302
One Capital Management
California
$721K +$722K +6,816 New
3F
303
360 Financial
Minnesota
$715K +$79.5K +750 +13%
TWM
304
Tanager Wealth Management
United Kingdom
$701K +$702K +6,625 New
KBFS
305
Kohmann Bosshard Financial Services
Ohio
$689K +$13.6K +128 +2%
AO
306
Advisor OS
Illinois
$688K +$27.2K +257 +4%
PP
307
Prudential plc
United Kingdom
$686K +$50.9K +480 +8%
CI
308
Cavalier Investments
Georgia
$684K +$114K +1,073 +20%
TDWM
309
Topel & Distasi Wealth Management
California
$683K +$684K +6,453 New
PBO
310
Peoples Bank (Ohio)
Ohio
$680K +$680K +6,418 New
VCM
311
Virtue Capital Management
Tennessee
$673K +$212K +1,999 +46%
CA
312
CGN Advisors
Kansas
$660K -$14.3K -135 -2%
QCIG
313
Quad-Cities Investment Group
Iowa
$631K -$265K -2,497 -30%
BWAM
314
Boyd Watterson Asset Management
Ohio
$627K +$627K +5,918 New
BW
315
Bison Wealth
Georgia
$617K +$50.4K +476 +9%
CF
316
Clarity Financial
Texas
$614K -$40.7K -384 -6%
PFA
317
Pure Financial Advisors
California
$608K -$3.71K -35 -0.6%
SEP
318
Southland Equity Partners
Missouri
$602K +$261K +2,463 +76%
GC
319
Gratus Capital
Georgia
$602K -$105K -994 -15%
RCAG
320
Rehmann Capital Advisory Group
Michigan
$601K +$14.1K +133 +2%
DAS
321
Dynamic Advisor Solutions
Arizona
$598K -$2.39M -22,581 -80%
ASN
322
Advisory Services Network
Georgia
$591K +$102K +959 +21%
SP
323
Successful Portfolios
Florida
$588K +$106 +1 +0%
FA
324
Fortis Advisors
Pennsylvania
$587K +$6.36K +60 +1%
CIA
325
Capital Investment Advisors
Georgia
$581K +$265K +2,500 +84%
11 12
13
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