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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
501
Stratos Wealth Partners
Ohio
$507K -$329K -3,194 -39%
GT
502
Greenleaf Trust
Michigan
$505K – – –
UCFA
503
United Capital Financial Advisors
Texas
$503K -$1.05M -10,166 -68%
EFG
504
Ehrlich Financial Group
California
$502K -$525K -5,099 -51%
RIP
505
RAM Investment Partners
Washington
$502K +$500K +4,857 New
IAN
506
Integrated Advisors Network
Texas
$501K -$2.33M -22,611 -82%
WANY
507
Wealthspire Advisors (New York)
New York
$491K -$7.21K -70 -1%
CF
508
Centaurus Financial
California
$487K -$4.43K -43 -0.9%
FH
509
Financial Harvest
Florida
$484K +$4.84K +47 +1%
EIP
510
Ellis Investment Partners
Pennsylvania
$482K -$9.47K -92 -2%
BF
511
Blankinship & Foster
California
$476K +$177K +1,720 +60%
MFA
512
Mayflower Financial Advisors
Massachusetts
$475K +$5.56K +54 +1%
MWM
513
Maridea Wealth Management
New York
$474K -$23.8K -231 -5%
AWM
514
Apex Wealth Management
New Hampshire
$472K -$2.59M -25,160 -85%
NRWA
515
North Ridge Wealth Advisors
Oregon
$465K +$103 +1 +0%
WFMPM
516
Woodley Farra Manion Portfolio Management
Indiana
$465K – – –
CAMG
517
CWA Asset Management Group
Florida
$460K +$231K +2,244 +102%
VCA
518
Verdence Capital Advisors
Maryland
$459K +$23.8K +231 +5%
ATI
519
ARK & TLK Investments
Oklahoma
$458K – – –
MCIA
520
Mountain Capital Investment Advisors
Colorado
$455K +$450K +4,373 New
HP
521
Holistic Planning
Texas
$454K +$1.96K +19 +0.4%
MS
522
Madden Securities
Texas
$449K +$13.4K +130 +3%
PG
523
Patten Group
Tennessee
$448K -$253K -2,453 -36%
OWP
524
Obermeyer Wealth Partners
Colorado
$447K – – –
TWP
525
Triad Wealth Partners
Kansas
$447K +$31.7K +308 +8%
19 20
21
22 23