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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
576
Regimen Wealth
Georgia
$320K +$46.5K +453 +17%
TWM
577
TCFG Wealth Management
California
$318K +$4.72K +46 +2%
WI
578
WBI Investments
New Jersey
$318K +$110K +1,074 +53%
RCS
579
Retirement Capital Strategies
California
$316K – – –
TCA
580
Transcend Capital Advisors
New Jersey
$313K +$312K +3,039 New
AR
581
Apeiron RIA
Texas
$312K +$311K +3,034 New
GIA
582
Gladstone Institutional Advisory
Florida
$312K -$164K -1,598 -35%
BHWM
583
Beaird Harris Wealth Management
Texas
$305K – – –
BBA
584
Braun-Bostich & Associates
Pennsylvania
$304K +$303K +2,952 New
SWM
585
Spire Wealth Management
Virginia
$304K +$30.3K +295 +11%
SL
586
Sentinus LLC
Illinois
$300K +$299K +2,912 New
ACA
587
Affinity Capital Advisors
California
$300K +$4.72K +46 +2%
SAM
588
Satovsky Asset Management
New York
$292K +$4.41K +43 +2%
EFA
589
Edge Financial Advisors
Illinois
$291K +$291K +2,838 New
WS
590
Wedbush Securities
California
$290K +$78.5K +765 +37%
TWP
591
Tempus Wealth Planning
California
$290K +$289K +2,815 New
SFG
592
Sovereign Financial Group
Connecticut
$288K -$113K -1,106 -28%
CBA
593
Coastal Bridge Advisors
Connecticut
$288K +$1.33K +13 +0.5%
VCM
594
Vivaldi Capital Management
Illinois
$285K +$284K +2,772 New
BGWM
595
Bridge Generations Wealth Management
Florida
$283K +$282K +2,750 New
SPAS
596
Spectrum Planning & Advisory Services
California
$283K +$282K +2,750 New
TCM
597
Tradewinds Capital Management
Washington
$281K – – –
PB
598
Pinnacle Bancorp
Nebraska
$281K – – –
SHWM
599
Smith & Howard Wealth Management
Georgia
$281K – – –
CSP
600
Cary Street Partners
Virginia
$275K -$36.1K -352 -12%
22 23
24
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