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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
501
McNaughton Wealth Management
California
$503K +$501K +4,883 New
CA
502
Continuum Advisory
Idaho
$500K +$14.2K +138 +3%
SF
503
Synovus Financial
Georgia
$497K +$25.2K +246 +5%
VPP
504
Vertex Planning Partners
Illinois
$495K -$14.5K -141 -3%
CPA
505
Cardiff Park Advisors
California
$493K -$74.3K -724 -13%
LG
506
LaFleur & Godfrey
Michigan
$492K -$8.31K -81 -2%
MMA
507
Miracle Mile Advisors
California
$487K +$18K +175 +4%
MAM
508
MMA Asset Management
Pennsylvania
$484K +$483K +4,704 New
GWM
509
Gibbs Wealth Management
Georgia
$483K -$697K -6,794 -59%
WKWM
510
Walter & Keenan Wealth Management
Indiana
$483K -$102K -992 -17%
BEC
511
Blue Edge Capital
Virginia
$482K +$481K +4,686 New
PS
512
Principal Securities
Iowa
$481K +$278K +2,713 +138%
BAM
513
BOS Asset Management
Illinois
$476K +$475K +4,630 New
TF
514
Theory Financial
Colorado
$476K +$475K +4,631 New
WANY
515
Wealthspire Advisors (New York)
New York
$474K – – –
PWM
516
PBMares Wealth Management
Virginia
$470K -$35.9K -350 -7%
FH
517
Financial Harvest
Florida
$470K +$468K +4,565 New
CWP
518
Cyndeo Wealth Partners
Florida
$469K -$44.3K -432 -9%
AWP
519
Avid Wealth Partners
Texas
$468K +$467K +4,552 New
SA
520
Scarborough Advisors
Maryland
$467K +$466K +4,540 New
NRWA
521
North Ridge Wealth Advisors
Oregon
$467K -$103 -1 -0%
B
522
Bensler
Washington
$466K +$465K +4,529 New
MWM
523
Meridian Wealth Management
Kentucky
$463K +$40.4K +394 +10%
WFMPM
524
Woodley Farra Manion Portfolio Management
Indiana
$463K +$461K +4,495 New
AWE
525
Avidian Wealth Enterprises
Texas
$458K +$115K +1,124 +34%
19 20
21
22 23