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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
AM
576
Atwater Malick
Pennsylvania
$321K -$29.2K -285 -8%
RW
577
Regimen Wealth
Georgia
$320K +$46.5K +453 +17%
TWM
578
TCFG Wealth Management
California
$318K +$4.72K +46 +2%
WI
579
WBI Investments
New Jersey
$318K +$110K +1,074 +53%
RCS
580
Retirement Capital Strategies
California
$316K – – –
TCA
581
Transcend Capital Advisors
New Jersey
$313K +$312K +3,039 New
AR
582
Apeiron RIA
Texas
$312K +$311K +3,034 New
GIA
583
Gladstone Institutional Advisory
Florida
$312K -$164K -1,598 -35%
BHWM
584
Beaird Harris Wealth Management
Texas
$305K – – –
BBA
585
Braun-Bostich & Associates
Pennsylvania
$304K +$303K +2,952 New
SWM
586
Spire Wealth Management
Virginia
$304K +$30.3K +295 +11%
SL
587
Sentinus LLC
Illinois
$300K +$299K +2,912 New
ACA
588
Affinity Capital Advisors
California
$300K +$4.72K +46 +2%
SAM
589
Satovsky Asset Management
New York
$292K +$4.41K +43 +2%
EFA
590
Edge Financial Advisors
Illinois
$291K +$291K +2,838 New
WS
591
Wedbush Securities
California
$290K +$78.5K +765 +37%
TWP
592
Tempus Wealth Planning
California
$290K +$289K +2,815 New
SFG
593
Sovereign Financial Group
Connecticut
$288K -$113K -1,106 -28%
CBA
594
Coastal Bridge Advisors
Connecticut
$288K +$1.33K +13 +0.5%
VCM
595
Vivaldi Capital Management
Illinois
$285K +$284K +2,772 New
BGWM
596
Bridge Generations Wealth Management
Florida
$283K +$282K +2,750 New
SPAS
597
Spectrum Planning & Advisory Services
California
$283K +$282K +2,750 New
TCM
598
Tradewinds Capital Management
Washington
$281K – – –
PB
599
Pinnacle Bancorp
Nebraska
$281K – – –
SHWM
600
Smith & Howard Wealth Management
Georgia
$281K – – –
22 23
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