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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
426
Patten Group
Tennessee
$694K -$1.39M -13,480 -67%
HCC
427
Hirtle Callaghan & Co
Pennsylvania
$694K – – –
AWM
428
AE Wealth Management
Kansas
$692K -$2.56M -24,877 -79%
BLWM
429
Bucket List Wealth Management
Florida
$691K +$694K +6,743 New
PS
430
Principal Securities
Iowa
$688K +$77.8K +756 +13%
NWM
431
Northwest Wealth Management
Iowa
$683K -$14.7K -143 -2%
TDB
432
Thompson David Blair
$682K +$685K +6,658 New
VH
433
Visionary Horizons
Tennessee
$677K +$48.6K +472 +8%
NG
434
Norden Group
Utah
$674K -$47.4K -460 -7%
RF
435
Robinswood Financial
Washington
$668K -$37.4K -363 -5%
CA
436
Clune & Associates
Illinois
$664K +$7.1K +69 +1%
UAS
437
United Asset Strategies
New York
$663K -$34.5K -335 -5%
WPC
438
Wedmont Private Capital
Pennsylvania
$663K +$666K +6,465 New
LPAM
439
Lodestar Private Asset Management
California
$663K +$6.49K +63 +1%
PFM
440
Potomac Fund Management
Florida
$661K +$618 +6 +0.1%
AIA
441
Arbor Investment Advisors
North Carolina
$658K -$134K -1,305 -17%
PA
442
PW Advisors
Florida
$655K +$658K +6,394 New
BAM
443
BOS Asset Management
Illinois
$649K +$17K +165 +3%
VT
444
Vise Technologies
New York
$649K +$282K +2,743 +76%
IAS
445
Insigneo Advisory Services
Florida
$647K -$53.9K -524 -8%
LWM
446
Liberty Wealth Management
California
$644K -$48.3K -469 -7%
FUBT
447
First United Bank & Trust
Maryland
$644K -$359K -3,490 -36%
CF
448
Collier Financial
Colorado
$635K +$59.4K +577 +10%
GWP
449
Gateway Wealth Partners
Wisconsin
$633K -$223K -2,167 -26%
EBA
450
Eagle Bay Advisors
New York
$632K +$635K +6,173 New
16 17
18
19 20