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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
526
Chilton Capital Management
Texas
$240K – – –
BBWP
527
Beacon Bridge Wealth Partners
Pennsylvania
$240K +$240K +2,472 New
HPM
528
Hoxton Planning & Management
West Virginia
$239K +$240K +2,466 New
OWP
529
Obermeyer Wealth Partners
Colorado
$238K +$25K +257 +12%
CAMG
530
CWA Asset Management Group
Florida
$238K -$9.71K -100 -4%
CF
531
Clarity Financial
Texas
$237K -$40.5K -417 -15%
TPWA
532
TRUE Private Wealth Advisors
Oregon
$237K +$97 +1 +0%
JBA
533
Johnson Bixby & Associates
Washington
$236K -$165K -1,695 -41%
HSA
534
HBK Sorce Advisory
Pennsylvania
$234K +$235K +2,418 New
BEC
535
Blue Edge Capital
Virginia
$230K +$777 +8 +0.3%
OCM
536
One Capital Management
California
$230K -$16.3M -167,390 -99%
WCG
537
Weaver Consulting Group
California
$227K +$227K +2,341 New
ARC
538
Advisor Resource Council
Texas
$226K – – –
FA
539
FDx Advisors
Illinois
$225K +$225K +2,316 New
BWP
540
Balboa Wealth Partners
Arizona
$224K – – –
BCPWM
541
Bradley & Co Private Wealth Management
Florida
$223K -$2.17M -22,385 -91%
HS
542
Horan Securities
United States
$223K -$47.5K -489 -18%
PFG
543
Peterson Financial Group
Iowa
$220K +$972 +10 +0.4%
HFS
544
Haverford Financial Services
Pennsylvania
$216K – – –
HFA
545
High Falls Advisors
New York
$216K -$94.1K -969 -30%
FLA
546
Financial Life Advisors
Texas
$214K +$214K +2,206 New
BTI
547
Blue Trust Inc
Georgia
$213K -$25K -257 -10%
SHJ
548
Sharkey, Howes & Javer
Colorado
$213K -$215K -2,211 -50%
APW
549
Aurora Private Wealth
New Jersey
$212K -$4.86K -50 -2%
RW
550
REDW Wealth
New Mexico
$211K – – –
20 21
22
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