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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
451
Verus Financial Partners
Virginia
$237K +$240K +2,276 New
CWC
452
Carolinas Wealth Consulting
North Carolina
$235K +$236K +2,241 New
PFG
453
Peterson Financial Group
Iowa
$233K -$18.2K -173 -7%
OWP
454
Obermeyer Wealth Partners
Colorado
$231K – – –
SAS
455
SMI Advisory Services
Indiana
$228K +$229K +2,173 New
AWA
456
Arete Wealth Advisors
Illinois
$228K +$229K +2,177 New
IWN
457
Independent Wealth Network
Iowa
$226K +$227K +2,153 New
BWA
458
BDO Wealth Advisors
Florida
$221K +$16.6K +158 +8%
VC
459
Vicus Capital
Pennsylvania
$218K – – –
ET
460
Equitable Trust
Tennessee
$218K +$3.26K +31 +2%
EAM
461
Evanson Asset Management
California
$216K – – –
MCC
462
Money Concepts Capital
Florida
$216K +$190K +1,808 +735%
HWMA
463
Heritage Wealth Management (Arizona)
Arizona
$210K +$211K +2,005 New
WA
464
WBH Advisory
Maryland
$209K -$20.3K -193 -9%
SIC
465
Sigma Investment Counselors
Michigan
$209K – – –
CFG
466
Carter Financial Group
Illinois
$209K +$209K +1,988 New
3LCM
467
3D/L Capital Management
Connecticut
$207K +$632 +6 +0.3%
WIC
468
Woodmont Investment Counsel
Tennessee
$202K +$203K +1,925 New
HCM
469
Hudson Capital Management
New Jersey
$201K – – –
BWM
470
BNC Wealth Management
Oregon
$200K +$201K +1,908 New
TWC
471
TD Waterhouse Canada
Ontario, Canada
$194K -$4.81M -45,636 -97%
FHA
472
First Horizon Advisors
Tennessee
$173K -$116K -1,099 -40%
PFS
473
Prospera Financial Services
Texas
$172K +$173K +1,640 New
COCM
474
Charter Oak Capital Management
New Hampshire
$162K +$162K +1,541 New
SCA
475
Sandy Cove Advisors
Massachusetts
$148K +$149K +1,411 New
17 18
19
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