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iShares 0-5 Year TIPS Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AM
476
Atwater Malick
Pennsylvania
$353K – – –
GSEP
477
Golden State Equity Partners
California
$351K +$38.2K +375 +12%
WWM
478
Western Wealth Management
Colorado
$346K +$111K +1,091 +48%
KFGG
479
Keystone Financial Group (Georgia)
Georgia
$346K +$343K +3,371 New
HP
480
Holistic Planning
Texas
$345K +$102 +1 +0%
AWE
481
Avidian Wealth Enterprises
Texas
$344K +$2.34K +23 +0.7%
IA
482
Integrity Alliance
Iowa
$343K +$337K +3,311 New
SC
483
Sykon Capital
New York
$341K -$326K -3,200 -49%
MSWMA
484
Market Street Wealth Management Advisors
Indiana
$341K +$2.34K +23 +0.7%
AIM
485
Advyzon Investment Management
Illinois
$341K -$24.9K -244 -7%
Bank of Montreal
486
Bank of Montreal
Ontario, Canada
$340K – – –
M&T Bank
487
M&T Bank
New York
$337K – – –
AWM
488
AE Wealth Management
Kansas
$333K -$681K -6,687 -68%
AFO
489
Aurelius Family Office
New Hampshire
$333K -$1.63K -16 -0.5%
MCB
490
Morton Community Bank
Illinois
$331K – – –
VDI
491
Vaughan David Investments
Illinois
$331K – – –
MAWCM
492
Mine & Arao Wealth Creation & Management
California
$329K -$8.56K -84 -3%
LFAS
493
Level Four Advisory Services
Texas
$328K +$20.3K +199 +7%
RCS
494
Retirement Capital Strategies
California
$317K – – –
TWM
495
TCFG Wealth Management
California
$315K -$4.58K -45 -1%
CSP
496
Cary Street Partners
Virginia
$313K -$64.1K -629 -17%
BCM
497
Boltwood Capital Management
California
$310K +$306K +3,000 New
BHWM
498
Beaird Harris Wealth Management
Texas
$307K – – –
PI
499
PFG Investments
New York
$293K -$15.6K -153 -5%
ACA
500
Affinity Capital Advisors
California
$293K +$292K +2,865 New