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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
526
Washington Trust
Rhode Island
$534K -$35.8K -347 -6%
SIM
527
Synergy Investment Management
Florida
$533K +$538K +5,221 New
SFA
528
Sequoia Financial Advisors
Ohio
$529K +$15.2K +147 +3%
HH
529
Hilltop Holdings
Texas
$526K -$1.38M -13,332 -72%
EFG
530
Ehrlich Financial Group
California
$525K +$29.2K +283 +6%
SIM
531
Stratos Investment Management
Ohio
$521K -$4.33K -42 -0.8%
WAG
532
Wallace Advisory Group
California
$520K -$19.6K -190 -4%
HP
533
Holistic Planning
Texas
$515K +$66.7K +647 +15%
MG
534
Marex Group
$511K – – –
LBC
535
Lowe Brockenbrough & Co
Virginia
$509K – – –
PGAM
536
Princeton Global Asset Management
New Jersey
$508K -$207K -2,009 -29%
RSF
537
Rik Saylor Financial
Ohio
$507K -$10K -97 -2%
BFO
538
Boston Family Office
Massachusetts
$506K +$124K +1,203 +32%
CIR
539
Clear Investment Research
Georgia
$499K -$13.5K -131 -3%
GWM
540
Grand Wealth Management
Michigan
$499K +$187K +1,815 +59%
TC
541
Town Capital
Maryland
$499K +$504K +4,883 New
BAM
542
BOS Asset Management
Illinois
$494K -$181K -1,755 -27%
PG
543
Patten Group
Tennessee
$494K +$52.1K +505 +12%
WFMPM
544
Woodley Farra Manion Portfolio Management
Indiana
$489K +$29.8K +289 +6%
DWM
545
Diversify Wealth Management
Utah
$485K +$57K +553 +13%
DAS
546
Diversify Advisory Services
Utah
$485K +$494K +4,793 New
EFH
547
Eaton Financial Holdings
Florida
$483K -$161K -1,558 -25%
WWM
548
Western Wealth Management
Colorado
$482K +$128K +1,241 +36%
CF
549
Centaurus Financial
California
$482K +$1.24K +12 +0.3%
EIP
550
Ellis Investment Partners
Pennsylvania
$481K +$5.57K +54 +1%
20 21
22
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