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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
501
WestEnd Advisors
North Carolina
$30.1K -$30.2K -287 Closed
CFGS
502
Concourse Financial Group Securities
Alabama
$28K +$7.69K +73 +38%
AWM
503
Avior Wealth Management
Nebraska
$26K -$35.1K -333 -57%
BAM
504
Baldrige Asset Management
Pennsylvania
$26K +$5.05K +48 +24%
CP
505
Castleview Partners
Texas
$25K +$25.2K +239 New
PFA
506
Professional Financial Advisors
Nebraska
$24K – – –
RA
507
Rise Advisors
New York
$22K +$10.6K +101 +89%
CCM
508
Covington Capital Management
California
$21K – – –
RTC
509
Riverview Trust Company
Washington
$21K – – –
RCM
510
Robinson Capital Management
Michigan
$21K +$21.1K +200 New
SMG
511
Spectrum Management Group
Indiana
$19K – – –
HIA
512
Harbor Investment Advisory
Maryland
$19K +$14.7K +140 +350%
UCB
513
United Community Bank
South Carolina
$17.1K – – –
EWM
514
Endurance Wealth Management
Rhode Island
$16K – – –
HWA
515
HHM Wealth Advisors
Tennessee
$16K – – –
JFA
516
JNBA Financial Advisors
Minnesota
$16K – – –
CSWG
517
Cardinal Strategic Wealth Guidance
Kentucky
$16K +$16.1K +153 New
BHWM
518
Bay Harbor Wealth Management
Maryland
$16K +$16.5K +157 New
TF
519
Tompkins Financial
New York
$14K +$14.4K +137 New
FFA
520
Founders Financial Alliance
North Carolina
$10K – – –
NSIM
521
North Star Investment Management
Illinois
$10K – – –
ZIG
522
Zullo Investment Group
Pennsylvania
$10K – – –
OCM
523
Orion Capital Management
California
$9K -$5.69K -54 -40%
AA
524
Ancora Advisors
Ohio
$9K +$9.37K +89 New
BFEC
525
Benjamin F. Edwards & Company
Missouri
$8K -$15.3K -145 -65%
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21
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