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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
LOIP
551
Live Oak Investment Partners
Texas
$9.5K – – –
KFS
552
Kelly Financial Services
Massachusetts
$8.76K +$5.25K +54 +150%
DWMG
553
DB Wealth Management Group
California
$8.34K – – –
AAG
554
Armstrong Advisory Group
Massachusetts
$8.14K +$8.16K +84 New
ADL
555
Asset Dedication LLC
California
$8K +$8.06K +83 New
OCM
556
Orion Capital Management
California
$7.46K +$7.48K +77 New
PK
557
Pflug Koory
Nebraska
$7.27K – – –
SS
558
Sunbelt Securities
Texas
$7.27K +$2.04K +21 +39%
TAM
559
Townsend Asset Management
North Carolina
$6.98K – – –
S
560
Syntrinsic
Colorado
$6.43K +$6.41K +66 New
M
561
MOTCO
Texas
$6.11K +$6.12K +63 New
GI
562
Gradient Investments
Minnesota
$5.43K +$5.25K +54 +2,700%
CT
563
Colonial Trust
South Carolina
$5.33K – – –
FDCDDQ
564
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.65K – – –
PO
565
Private Ocean
California
$4.44K +$4.47K +46 New
CA
566
Crewe Advisors
Utah
$3.97K – – –
WBC
567
West Branch Capital
Massachusetts
$3.97K – – –
PP
568
Pacifica Partners
Canada
$3.96K – – –
RWM
569
Ruedi Wealth Management
Illinois
$3.48K +$972 +10 +38%
TRCT
570
Tower Research Capital (TRC)
New York
$2.71K -$12.2K -126 -82%
LFG
571
Larson Financial Group
Missouri
$2.59K +$486 +5 +23%
NRC
572
New Republic Capital
North Carolina
$2.13K -$2.14K -22 -50%
HCP
573
Hexagon Capital Partners
Arkansas
$1.84K – – –
CPG
574
Cornerstone Planning Group
New Jersey
$1.84K +$291 +3 +19%
PWA
575
Provenance Wealth Advisors
Florida
$1.65K +$1.65K +17 New
21 22
23
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