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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
501
Portfolio Solutions
Michigan
$257K +$262K +2,536 New
HFA
502
HC Financial Advisors
California
$256K – – –
WA
503
WP Advisors
California
$256K +$5.99K +58 +2%
CWM
504
Castle Wealth Management
Florida
$256K +$261K +2,524 New
CFD
505
Creative Financial Designs
Indiana
$255K +$167K +1,617 +180%
CCM
506
Chilton Capital Management
Texas
$251K – – –
BFA
507
Beaumont Financial Advisors
Massachusetts
$251K +$255K +2,471 New
FPAS
508
Focus Partners Advisor Solutions
Missouri
$250K +$15.1K +146 +6%
TPWA
509
TRUE Private Wealth Advisors
Oregon
$248K – – –
IWN
510
Independent Wealth Network
Iowa
$240K +$21.7K +210 +10%
BEC
511
Blue Edge Capital
Virginia
$233K -$6.19M -59,957 -96%
NCM
512
Northwest Capital Management
Oregon
$233K +$237K +2,296 New
VFP
513
Verus Financial Partners
Virginia
$231K – – –
BF
514
BOK Financial
Oklahoma
$231K +$235K +2,278 New
SFA
515
Sequoia Financial Advisors
Ohio
$230K -$23.7K -230 -9%
SW
516
SteelPeak Wealth
California
$229K +$233K +2,253 New
AWA
517
Arete Wealth Advisors
Illinois
$227K +$6.4K +62 +3%
CFGS
518
Concourse Financial Group Securities
Alabama
$225K +$202K +1,955 +732%
PFG
519
Peterson Financial Group
Iowa
$224K -$929 -9 -0.4%
OCM
520
Objective Capital Management
Ohio
$223K -$47.5K -460 -17%
OWP
521
Obermeyer Wealth Partners
Colorado
$223K – – –
AR
522
Apeiron RIA
Texas
$220K +$1.07M +10,344 +92%
SAS
523
SMI Advisory Services
Indiana
$217K -$3.41K -33 -2%
EAM
524
Evanson Asset Management
California
$209K – – –
VC
525
Vicus Capital
Pennsylvania
$208K -$1.96K -19 -0.9%
19 20
21
22 23