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iShares 0-5 Year TIPS Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIR
326
Clear Investment Research
Georgia
$733K -$6.23K -63 -0.8%
CSPIA
327
Cary Street Partners Investment Advisory
Virginia
$732K -$103K -1,040 -12%
LPAM
328
Lodestar Private Asset Management
California
$728K -$9.98K -101 -1%
GWM
329
Gibbs Wealth Management
Georgia
$727K +$722K +7,311 New
AF
330
Allworth Financial
California
$711K +$248K +2,512 +54%
RF
331
Robinswood Financial
Washington
$708K +$14.5K +147 +2%
WA
332
Waverly Advisors
Alabama
$706K +$702K +7,101 New
GWM
333
Grand Wealth Management
Michigan
$706K +$377K +3,813 +116%
RWA
334
Redhawk Wealth Advisors
Minnesota
$696K +$214K +2,165 +45%
MC
335
Middleton & Co
Massachusetts
$682K +$678K +6,863 New
SFC
336
Strategic Financial Concepts
Texas
$680K +$36K +364 +6%
IWM
337
IHT Wealth Management
Illinois
$679K +$675K +6,832 New
AFAS
338
Acorn Financial Advisory Services
Virginia
$679K -$236K -2,389 -26%
PTC
339
Private Trust Company
Ohio
$679K +$192K +1,943 +40%
WP
340
Wealthspan Partners
Iowa
$655K -$27.4K -277 -4%
WAM
341
WNY Asset Management
New York
$642K -$145K -1,464 -18%
TDWM
342
Topel & Distasi Wealth Management
California
$642K
PBF
343
Petix & Botte Financial
California
$642K +$638K +6,453 New
IFG
344
Independent Financial Group
California
$640K -$498K -5,039 -44%
Focus Partners Wealth
345
Focus Partners Wealth
Massachusetts
$640K +$637K +6,441 New
TWM
346
TSA Wealth Management
Texas
$635K -$40.4K -409 -6%
HWMA
347
Heritage Wealth Management (Arizona)
Arizona
$631K -$394K -3,990 -39%
BTWM
348
Baker Tilly Wealth Management
Wisconsin
$630K -$74.4K -753 -11%
P
349
&Partners
Tennessee
$623K +$619K +6,263 New
IAN
350
Integrated Advisors Network
Texas
$614K -$99 -1 -0%