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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
476
Frank Rimerman Advisors
California
$252K +$254K +2,580 New
AAP
477
Arax Advisory Partners
Colorado
$245K -$527K -5,355 -68%
CCM
478
Chilton Capital Management
Texas
$241K – – –
VAS
479
Vestmark Advisory Solutions
Massachusetts
$241K -$106K -1,078 -30%
FPGK
480
Financial Partners Group (Kansas)
Kansas
$240K -$21.6K -220 -8%
DAS
481
Dynamic Advisor Solutions
Arizona
$238K -$36.8K -374 -13%
BHWM
482
Beaird Harris Wealth Management
Texas
$237K +$72.8K +740 +44%
PI
483
PFG Investments
New York
$236K +$237K +2,413 New
RW
484
Regimen Wealth
Georgia
$233K +$1.97K +20 +0.8%
RSWM
485
Robertson Stephens Wealth Management
California
$232K +$234K +2,379 New
ACP
486
Aviance Capital Partners
Florida
$230K – – –
AWA
487
Amplius Wealth Advisors
Pennsylvania
$230K -$747K -7,590 -76%
LFS
488
Lutz Financial Services
Nebraska
$227K +$229K +2,330 New
GA
489
Greenspring Advisors
Maryland
$223K -$2.88M -29,292 -93%
HFS
490
Haverford Financial Services
Pennsylvania
$221K -$13.3K -135 -6%
BWP
491
Balboa Wealth Partners
Arizona
$220K – – –
NAS
492
Nicolet Advisory Services
Wisconsin
$220K -$2.26K -23 -1%
APW
493
Aurora Private Wealth
New Jersey
$219K +$5.9K +60 +3%
REMPR
494
Roof Eidam Maycock Peralta (REMP)
California
$218K -$12M -122,115 -98%
FLA
495
Financial Life Advisors
Texas
$215K – – –
SHJ
496
Sharkey, Howes & Javer
Colorado
$214K – – –
GC
497
Gratus Capital
Georgia
$214K -$35.9K -365 -14%
YWM
498
Yoder Wealth Management
California
$214K +$215K +2,188 New
CAAS
499
Capital Asset Advisory Services
Michigan
$211K -$78.8K -801 -27%
HR
500
Howe & Rusling
New York
$207K +$185K +1,880 +774%
18 19
20
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