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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
401
Wealthspan Partners
Iowa
$575K -$2.55K -25 -0.4%
LAS
402
LWM Advisory Services
Florida
$571K +$2.75K +27 +0.5%
CPA
403
Cardiff Park Advisors
California
$571K +$611 +6 +0.1%
HH
404
Hilltop Holdings
Texas
$569K +$9.37K +92 +2%
RSF
405
Rik Saylor Financial
Ohio
$564K -$6.93K -68 -1%
FFA
406
Florida Financial Advisors
Florida
$548K +$151K +1,481 +39%
RF
407
RHS Financial
California
$543K -$90.6K -889 -14%
CA
408
CGN Advisors
Kansas
$541K -$38.6K -379 -7%
PFM
409
Potomac Fund Management
Florida
$535K -$83.2K -817 -14%
AI
410
Atria Investments
North Carolina
$533K +$141K +1,388 +37%
CIR
411
Clear Investment Research
Georgia
$533K +$917 +9 +0.2%
AFA
412
Avant Financial Advisors
Texas
$530K +$16.3K +160 +3%
LWM
413
Lodestone Wealth Management
Washington
$529K -$2.44K -24 -0.5%
JWCA
414
J.W. Coons Advisors
Ohio
$526K +$53K +520 +11%
IFG
415
Independent Financial Group
California
$524K +$57.2K +561 +12%
CA
416
Clearstead Advisors
Ohio
$523K – – –
VAS
417
Vestmark Advisory Solutions
Massachusetts
$522K +$514K +5,048 New
SA
418
Sovran Advisors
California
$521K -$133K -1,304 -20%
EPAM
419
Evelyn Partners Asset Management
$521K -$97.2K -954 -16%
CCFM
420
Clear Creek Financial Management
Washington
$521K +$513K +5,031 New
CWP
421
Cyndeo Wealth Partners
Florida
$517K -$75.4K -740 -13%
LBC
422
Lowe Brockenbrough & Co
Virginia
$516K – – –
FHA
423
Flagship Harbor Advisors
Massachusetts
$516K +$4.38K +43 +0.9%
OWP
424
Obermeyer Wealth Partners
Colorado
$514K -$103K -1,011 -17%
GWM
425
Geneos Wealth Management
Colorado
$514K +$250K +2,451 +97%
15 16
17
18 19