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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
501
Selective Wealth Management
Virginia
$620K +$103 +1 +0%
BFG
502
Buttonwood Financial Group
Missouri
$613K +$11.1K +108 +2%
GWM
503
Geneos Wealth Management
Colorado
$613K +$85.9K +833 +16%
WIM
504
WealthPlan Investment Management
Nebraska
$612K +$27K +262 +5%
GT
505
Greenleaf Trust
Michigan
$599K +$101K +981 +20%
MWM
506
McNaughton Wealth Management
California
$596K +$601K +5,831 New
CWM
507
Curtis Wealth Management
Nevada
$594K +$600K +5,819 New
DWM
508
DeLarme Wealth Management
California
$590K +$52.9K +513 +10%
TCMP
509
Thrive Capital Management (Pennsylvania)
Pennsylvania
$587K +$199K +1,934 +51%
SWTS
510
Stonehaven Wealth & Tax Solutions
Wisconsin
$585K -$722 -7 -0.1%
OFS
511
OneAscent Financial Services
Alabama
$585K +$30.2K +293 +5%
MWM
512
Meridian Wealth Management
Kentucky
$584K +$5.26K +51 +0.9%
SA
513
Sovran Advisors
California
$583K +$202K +1,957 +51%
WCA
514
Westover Capital Advisors
Delaware
$582K -$11K -107 -2%
CWP
515
Corepath Wealth Partners
Arizona
$580K – – –
PIA
516
Perennial Investment Advisors
California
$576K -$1.15M -11,167 -66%
SW
517
Simplicity Wealth
New Jersey
$571K +$577K +5,591 New
FA
518
FC Advisory
Pennsylvania
$562K +$23.5K +228 +4%
MSFS
519
Main Street Financial Solutions
Pennsylvania
$562K +$567K +5,500 New
RA
520
RFG Advisory
Alabama
$553K +$18.2K +176 +3%
FHA
521
Flagship Harbor Advisors
Massachusetts
$549K +$39.3K +381 +8%
PS
522
Principal Securities
Iowa
$548K +$153K +1,483 +38%
LG
523
LaFleur & Godfrey
Michigan
$548K +$21.8K +211 +4%
FA
524
Fiduciary Alliance
South Carolina
$547K +$330K +3,197 +148%
SA
525
Scarborough Advisors
Maryland
$539K +$502K +4,864 +1,204%
19 20
21
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