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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
FNWA
526
Financial Network Wealth Advisors
Utah
$198K -$260K -2,576 -57%
PS
527
Principal Securities
Iowa
$197K -$65.7K -652 -25%
FUBT
528
First United Bank & Trust
Maryland
$193K +$31K +308 +19%
EWA
529
EverSource Wealth Advisors
Alabama
$187K -$19.6K -194 -9%
AWM
530
Avior Wealth Management
Nebraska
$185K +$7.36K +73 +4%
GTAM
531
Global Trust Asset Management
Florida
$171K – – –
MSWA
532
Marshall & Sterling Wealth Advisors
New York
$158K +$158K +1,567 New
CAL
533
Capital Analysts LLC
Pennsylvania
$132K +$49K +486 +59%
HI
534
Harbour Investments
Wisconsin
$129K -$38.2K -379 -23%
CAM
535
Chesapeake Asset Management
New York
$120K +$27.1K +269 +29%
PA
536
Parallel Advisors
California
$114K +$98.3K +975 +633%
CA
537
CoreCap Advisors
Michigan
$114K – – –
BC
538
Barrett & Company
Rhode Island
$106K -$5.04K -50 -5%
LB
539
Legacy Bridge
Iowa
$104K – – –
TCM
540
TD Capital Management
Tennessee
$102K +$706 +7 +0.7%
HWM
541
Horizons Wealth Management
North Carolina
$101K -$59.8K -593 -37%
FFA
542
Founders Financial Alliance
North Carolina
$99.6K +$605 +6 +0.6%
MBFW
543
Morton Brown Family Wealth
Pennsylvania
$96.2K -$14.9K -148 -13%
RI
544
Ridgewood Investments
New Jersey
$82.3K +$20.5K +203 +33%
LWANC
545
Laurel Wealth Advisors (North Carolina)
North Carolina
$80.5K – – –
KPP
546
Kings Path Partners
Texas
$76.7K – – –
IWM
547
IMG Wealth Management
Florida
$76K +$76.1K +755 New
PFT
548
Providence First Trust
Arizona
$75.5K +$75.6K +750 New
WIM
549
Westside Investment Management
California
$74.1K – – –
FDW
550
Fourth Dimension Wealth
Ohio
$72.6K +$72.8K +722 New
20 21
22
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