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iShares 0-5 Year TIPS Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
401
Bison Wealth
Georgia
$344K
TC
402
TAGStone Capital
North Carolina
$342K +$341K +3,441 New
PB
403
Pinnacle Bancorp
Nebraska
$338K -$165K -1,668 -33%
AM
404
Atwater Malick
Pennsylvania
$336K
CCM
405
Cambridge Capital Management
Illinois
$333K +$48.1K +485 +17%
MG
406
Mather Group
Illinois
$328K +$116K +1,174 +55%
Lido Advisors
407
Lido Advisors
California
$328K -$92.8K -935 -22%
M&T Bank
408
M&T Bank
New York
$319K
MCB
409
Morton Community Bank
Illinois
$318K
VDI
410
Vaughan David Investments
Illinois
$318K
MWM
411
Mattern Wealth Management
Kansas
$315K -$102K -1,030 -25%
AA
412
Axiom Advisory
California
$311K +$311K +3,132 New
PA
413
Prism Advisors
California
$310K +$310K +3,120 New
SHWM
414
Smith & Howard Wealth Management
Georgia
$309K -$98.8K -996 -24%
MFA
415
Mayflower Financial Advisors
Massachusetts
$306K +$1.09K +11 +0.4%
PS
416
Principal Securities
Iowa
$305K -$25.1M -253,151 -99%
RCS
417
Retirement Capital Strategies
California
$305K -$21.3K -215 -7%
FPAS
418
Focus Partners Advisor Solutions
Missouri
$305K +$13.6K +137 +5%
CA
419
CGN Advisors
Kansas
$296K +$11.5K +116 +4%
SWP
420
Stratos Wealth Partners
Ohio
$296K -$69.9K -705 -19%
Bank of Montreal
421
Bank of Montreal
Ontario, Canada
$292K +$595 +6 +0.2%
AWM
422
Able Wealth Management
New Jersey
$291K -$199K -2,002 -41%
DP
423
DDD Partners
Washington
$291K +$28.2K +284 +11%
MWM
424
Maripau Wealth Management
Indiana
$290K +$289K +2,915 New
BHWM
425
Beaird Harris Wealth Management
Texas
$290K -$9.92K -100 -3%