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iShares 0-5 Year TIPS Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
476
Golden State Equity Partners
California
$351K +$38.2K +375 +12%
WWM
477
Western Wealth Management
Colorado
$346K +$111K +1,091 +48%
KFGG
478
Keystone Financial Group (Georgia)
Georgia
$346K +$343K +3,371 New
HP
479
Holistic Planning
Texas
$345K +$102 +1 +0%
AWE
480
Avidian Wealth Enterprises
Texas
$344K +$2.34K +23 +0.7%
IA
481
Integrity Alliance
Iowa
$343K +$337K +3,311 New
SC
482
Sykon Capital
New York
$341K -$326K -3,200 -49%
MSWMA
483
Market Street Wealth Management Advisors
Indiana
$341K +$2.34K +23 +0.7%
AIM
484
Advyzon Investment Management
Illinois
$341K -$24.9K -244 -7%
Bank of Montreal
485
Bank of Montreal
Ontario, Canada
$340K
M&T Bank
486
M&T Bank
New York
$337K
AWM
487
AE Wealth Management
Kansas
$333K -$681K -6,687 -68%
AFO
488
Aurelius Family Office
New Hampshire
$333K -$1.63K -16 -0.5%
MCB
489
Morton Community Bank
Illinois
$331K
VDI
490
Vaughan David Investments
Illinois
$331K
MAWCM
491
Mine & Arao Wealth Creation & Management
California
$329K -$8.56K -84 -3%
LFAS
492
Level Four Advisory Services
Texas
$328K +$20.3K +199 +7%
RCS
493
Retirement Capital Strategies
California
$317K
TWM
494
TCFG Wealth Management
California
$315K -$4.58K -45 -1%
CSP
495
Cary Street Partners
Virginia
$313K -$64.1K -629 -17%
BCM
496
Boltwood Capital Management
California
$310K +$306K +3,000 New
BHWM
497
Beaird Harris Wealth Management
Texas
$307K
PI
498
PFG Investments
New York
$293K -$15.6K -153 -5%
ACA
499
Affinity Capital Advisors
California
$293K +$292K +2,865 New
SAM
500
Satovsky Asset Management
New York
$289K +$408 +4 +0.1%