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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
451
Clarity Asset Management
Iowa
$662K +$659K +6,396 New
EFH
452
Eaton Financial Holdings
Florida
$650K +$647K +6,287 New
VT
453
Vise Technologies
New York
$649K – – –
SPWM
454
Smith Partners Wealth Management
North Carolina
$648K +$27K +262 +4%
HI
455
Harbour Investments
Wisconsin
$645K +$477K +4,629 +287%
SWM
456
Selective Wealth Management
Virginia
$636K – – –
BPAMU
457
BTG Pactual Asset Management US
New York
$625K +$11.3K +110 +2%
DI
458
Disciplined Investments
Oklahoma
$623K -$10.3K -100 -2%
SGFG
459
Silver Grove Financial Group
New York
$623K -$2.37K -23 -0.4%
BFG
460
Buttonwood Financial Group
Missouri
$610K +$9.88K +96 +2%
FNBTCON
461
First National Bank & Trust Co of Newtown
Pennsylvania
$608K +$75.3K +731 +14%
AWM
462
Alterna Wealth Management
Texas
$606K -$167K -1,621 -22%
CCA
463
Cadent Capital Advisors
Oklahoma
$601K +$33.4K +324 +6%
WCA
464
Westover Capital Advisors
Delaware
$600K -$11.9K -116 -2%
OAG
465
Oakmont Advisory Group
New Mexico
$596K -$318K -3,088 -35%
SWTS
466
Stonehaven Wealth & Tax Solutions
Wisconsin
$593K -$9.99K -97 -2%
WIM
467
WealthPlan Investment Management
Nebraska
$593K +$590K +5,732 New
CWP
468
Corepath Wealth Partners
Arizona
$591K -$103 -1 -0%
MWM
469
Meridian Wealth Management
Kentucky
$586K +$114K +1,106 +24%
LWM
470
LongView Wealth Management
Georgia
$585K -$2.23M -21,698 -79%
WT
471
Washington Trust
Rhode Island
$577K -$5.56K -54 -1%
MAM
472
Marotta Asset Management
Virginia
$571K +$213K +2,072 +60%
GSEP
473
Golden State Equity Partners
California
$570K +$567K +5,508 New
OFS
474
OneAscent Financial Services
Alabama
$562K +$54.5K +529 +11%
WWG
475
West Wealth Group
California
$556K -$330K -3,210 -37%
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