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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
326
Alterna Wealth Management
Texas
$906K +$909K +8,630 New
PAG
327
Private Advisory Group
Washington
$896K +$899K +8,541 New
SFG
328
StrategIQ Financial Group
Indiana
$861K +$864K +8,203 New
NWM
329
Northwest Wealth Management
Iowa
$836K +$21.2K +201 +3%
COF
330
Capital One Financial
Virginia
$814K -$722K -6,859 -47%
MRWM
331
ML&R Wealth Management
Texas
$812K +$23.2K +220 +3%
SCA
332
Sage Capital Advisors
South Dakota
$811K +$822K +7,803 New
SS
333
Simplicity Solutions
Minnesota
$805K -$191K -1,813 -19%
VWA
334
VERITY Wealth Advisors
United States
$796K +$304K +2,890 +62%
LWANC
335
Laurel Wealth Advisors (North Carolina)
North Carolina
$793K +$31.6K +300 +4%
PWA
336
Physician Wealth Advisors
Utah
$789K -$62.5K -594 -7%
LG
337
Lane Generational
Massachusetts
$773K +$422K +4,003 +119%
KBFS
338
Kohmann Bosshard Financial Services
Ohio
$712K +$31.2K +296 +5%
3F
339
360 Financial
Minnesota
$702K – – –
EP
340
Eudaimonia Partners
Tennessee
$693K +$695K +6,605 New
RJT
341
Raymond James Trust
Florida
$684K -$336K -3,193 -33%
MWM
342
Modera Wealth Management
New Jersey
$683K -$203K -1,926 -23%
WSCM
343
Wellington Shields Capital Management
New York
$680K +$682K +6,480 New
SI
344
Stephens Inc
Arkansas
$678K -$6.84M -64,989 -91%
TDWM
345
Topel & Distasi Wealth Management
California
$677K – – –
VCM
346
Virtue Capital Management
Tennessee
$667K – – –
WAP
347
Wealthcare Advisory Partners
Pennsylvania
$666K +$113K +1,071 +20%
KWM
348
Keebeck Wealth Management
Illinois
$665K +$668K +6,340 New
GRP
349
Global Retirement Partners
California
$657K +$666K +6,329 New
CA
350
CGN Advisors
Kansas
$654K +$211 +2 +0%
12 13
14
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