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iShares 0-5 Year TIPS Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
451
Beaird Harris Wealth Management
Texas
$294K +$38.7K +397 +15%
Jones Financial Companies
452
Jones Financial Companies
Missouri
$292K +$288K +2,959 New
FT
453
Fiduciary Trust
Massachusetts
$292K -$73.5K -754 -20%
EAMA
454
EFG Asset Management (Americas)
Florida
$290K +$287K +2,944 New
EFG
455
Ehrlich Financial Group
California
$290K +$287K +2,943 New
KeyBank National Association
456
KeyBank National Association
Ohio
$290K +$286K +2,940 New
CA
457
CGN Advisors
Kansas
$282K -$12K -123 -4%
CCM
458
Cambridge Capital Management
Illinois
$276K +$273K +2,801 New
WS
459
Wedbush Securities
California
$276K -$313K -3,214 -53%
CWM
460
Congress Wealth Management
Massachusetts
$276K +$779 +8 +0.3%
MSWMA
461
Market Street Wealth Management Advisors
Indiana
$274K +$7.89K +81 +3%
SAM
462
Satovsky Asset Management
New York
$271K +$6.43K +66 +2%
TCM
463
Tradewinds Capital Management
Washington
$270K -$221K -2,265 -45%
OP
464
ORG Partners
Indiana
$266K +$18.9K +194 +8%
WHCI
465
W.H. Cornerstone Investments
Massachusetts
$262K +$2.05K +21 +0.8%
MRWM
466
ML&R Wealth Management
Texas
$261K +$258K +2,646 New
KWM
467
Kingsview Wealth Management
Oregon
$260K -$16.1K -165 -6%
National Bank of Canada
468
National Bank of Canada
Quebec, Canada
$259K -$18.7K -192 -7%
VPP
469
Vertex Planning Partners
Illinois
$259K -$56.6K -581 -18%
ACM
470
Ardent Capital Management
Ohio
$255K
LSAG
471
Lake Street Advisors Group
New Hampshire
$255K +$252K +2,587 New
FRA
472
Frank Rimerman Advisors
California
$254K
SFG
473
Sovereign Financial Group
Connecticut
$253K +$250K +2,567 New
AWM
474
Accurate Wealth Management
Florida
$248K
KOC
475
Koss-Olinger Consulting
Florida
$247K -$54.8K -562 -18%