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iShares 0-5 Year TIPS Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FH
501
Financial Harvest
Florida
$475K +$6.38K +62 +1%
BBFA
502
Brindle & Bay Financial Advisors
Texas
$471K +$473K +4,596 New
WKWM
503
Walter & Keenan Wealth Management
Indiana
$468K -$12.8K -124 -3%
MWM
504
Meridian Wealth Management
Kentucky
$467K -$4.12K -40 -0.9%
IFG
505
Independent Financial Group
California
$466K +$79.1K +768 +20%
MFA
506
Mayflower Financial Advisors
Massachusetts
$465K -$175K -1,701 -27%
NRWA
507
North Ridge Wealth Advisors
Oregon
$461K -$4.43K -43 -0.9%
WFMPM
508
Woodley Farra Manion Portfolio Management
Indiana
$460K – – –
ATI
509
ARK & TLK Investments
Oklahoma
$453K – – –
HP
510
Holistic Planning
Texas
$448K +$138K +1,336 +44%
OWP
511
Obermeyer Wealth Partners
Colorado
$443K -$25.8K -251 -5%
DWM
512
Diversify Wealth Management
Utah
$440K +$181K +1,762 +70%
KFSC
513
Keystone Financial Services (Colorado)
Colorado
$438K -$82.4K -800 -16%
MS
514
Madden Securities
Texas
$431K – – –
VCA
515
Verdence Capital Advisors
Maryland
$431K +$20.9K +203 +5%
GWM
516
Grand Wealth Management
Michigan
$430K +$44.9K +436 +12%
FHA
517
Flagship Harbor Advisors
Massachusetts
$422K +$5.66K +55 +1%
MC
518
Middleton & Co
Massachusetts
$420K -$282K -2,740 -40%
ACM
519
Adalta Capital Management
New York
$416K – – –
ACA
520
Affinity Capital Advisors
California
$413K +$55.1K +535 +15%
TWP
521
Triad Wealth Partners
Kansas
$411K +$413K +4,016 New
KWS
522
Keystone Wealth Services
California
$403K -$26.9K -261 -6%
Northern Trust
523
Northern Trust
Illinois
$393K -$20.6K -200 -5%
EWA
524
EP Wealth Advisors
California
$393K +$395K +3,834 New
OC
525
Oppenheimer & Co
New York
$391K +$110K +1,067 +39%