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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
526
Ehrlich Financial Group
California
$525K +$29.2K +283 +6%
SIM
527
Stratos Investment Management
Ohio
$521K -$4.33K -42 -0.8%
WAG
528
Wallace Advisory Group
California
$520K -$19.6K -190 -4%
HP
529
Holistic Planning
Texas
$515K +$66.7K +647 +15%
MG
530
Marex Group
$511K – – –
LBC
531
Lowe Brockenbrough & Co
Virginia
$509K – – –
PGAM
532
Princeton Global Asset Management
New Jersey
$508K -$207K -2,009 -29%
RSF
533
Rik Saylor Financial
Ohio
$507K -$10K -97 -2%
BFO
534
Boston Family Office
Massachusetts
$506K +$124K +1,203 +32%
CIR
535
Clear Investment Research
Georgia
$499K -$13.5K -131 -3%
GWM
536
Grand Wealth Management
Michigan
$499K +$187K +1,815 +59%
TC
537
Town Capital
Maryland
$499K +$504K +4,883 New
BAM
538
BOS Asset Management
Illinois
$494K -$181K -1,755 -27%
PG
539
Patten Group
Tennessee
$494K +$52.1K +505 +12%
WFMPM
540
Woodley Farra Manion Portfolio Management
Indiana
$489K +$29.8K +289 +6%
DWM
541
Diversify Wealth Management
Utah
$485K +$57K +553 +13%
DAS
542
Diversify Advisory Services
Utah
$485K +$494K +4,793 New
EFH
543
Eaton Financial Holdings
Florida
$483K -$161K -1,558 -25%
WWM
544
Western Wealth Management
Colorado
$482K +$128K +1,241 +36%
CF
545
Centaurus Financial
California
$482K +$1.24K +12 +0.3%
EIP
546
Ellis Investment Partners
Pennsylvania
$481K +$5.57K +54 +1%
SWA
547
Strategies Wealth Advisors
Michigan
$480K +$485K +4,700 New
RWA
548
Redhawk Wealth Advisors
Minnesota
$476K +$481K +4,661 New
FH
549
Financial Harvest
Florida
$475K -$3.3K -32 -0.7%
BF
550
Blankinship & Foster
California
$475K +$4.95K +48 +1%
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