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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
426
Potomac Fund Management
Florida
$744K +$75.8K +736 +11%
CNTOF
427
Canandaigua National Trust of Florida
New York
$742K -$62K -602 -8%
PGAM
428
Princeton Global Asset Management
New Jersey
$722K -$129K -1,254 -15%
EWA
429
EP Wealth Advisors
California
$722K +$324K +3,146 +82%
BLWM
430
Bucket List Wealth Management
Florida
$721K +$23.9K +232 +3%
SCM
431
Sidoxia Capital Management
California
$719K +$716K +6,955 New
GJIA
432
Glass Jacobson Investment Advisors
Maryland
$718K -$41.5K -403 -5%
ACA
433
Atlas Capital Advisors
Wyoming
$714K +$193K +1,876 +37%
MMA
434
Miracle Mile Advisors
California
$707K -$30.3M -294,501 -98%
AIA
435
Arbor Investment Advisors
North Carolina
$706K +$41.7K +405 +6%
FBT
436
First Bank & Trust
South Dakota
$704K +$318K +3,089 +83%
HCC
437
Hirtle Callaghan & Co
Pennsylvania
$701K – – –
NWM
438
Northwest Wealth Management
Iowa
$697K +$7.21K +70 +1%
PA
439
PW Advisors
Florida
$694K +$32K +311 +5%
JPLA
440
Joseph P. Lucia & Associates
New York
$686K -$29.3K -285 -4%
KA
441
Kovack Advisors
Florida
$684K +$323K +3,134 +90%
BAM
442
BOS Asset Management
Illinois
$682K +$26.2K +254 +4%
UAS
443
United Asset Strategies
New York
$682K +$12.3K +119 +2%
IA
444
Integrity Alliance
Iowa
$679K -$375K -3,644 -36%
RF
445
Robinswood Financial
Washington
$675K – – –
LPAM
446
Lodestar Private Asset Management
California
$673K +$3.81K +37 +0.6%
PTC
447
Private Trust Company
Ohio
$671K -$128K -1,241 -16%
CA
448
Clune & Associates
Illinois
$666K -$5.15K -50 -0.8%
HIW
449
Holos Integrated Wealth
Pennsylvania
$664K +$661K +6,418 New
WPC
450
Wedmont Private Capital
Pennsylvania
$662K -$6.18K -60 -0.9%
16 17
18
19 20