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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
$316K -$4.95K -48 -2%
HP
577
Holistic Planning
Texas
$314K -$37.4K -363 -11%
SL
578
Sentinus LLC
Illinois
$304K +$3.3K +32 +1%
AIM
579
Advyzon Investment Management
Illinois
$303K -$43.7K -424 -13%
LWL
580
Leo Wealth LLC
Texas
$301K +$300K +2,913 New
XT
581
XTX Topco
Cayman Islands
$301K +$300K +2,909 New
WHCI
582
W.H. Cornerstone Investments
Massachusetts
$298K +$55.1K +534 +23%
SAM
583
Satovsky Asset Management
New York
$297K +$3.2K +31 +1%
OCM
584
One Capital Management
California
$295K -$4.62M -44,812 -94%
CBA
585
Coastal Bridge Advisors
Connecticut
$290K +$928 +9 +0.3%
SFG
586
Sovereign Financial Group
Connecticut
$290K – – –
RIM
587
Redwood Investment Management
Arizona
$287K +$15.3K +148 +6%
AWM
588
Avior Wealth Management
Nebraska
$287K +$34.2K +332 +14%
IAS
589
Integrity Advisory Solutions
Texas
$287K +$286K +2,773 New
M1FG
590
Mach-1 Financial Group
Arkansas
$287K +$286K +2,773 New
OC
591
Oppenheimer & Co
New York
$285K +$49.5K +480 +21%
TCM
592
Tradewinds Capital Management
Washington
$283K – – –
PB
593
Pinnacle Bancorp
Nebraska
$283K – – –
SHWM
594
Smith & Howard Wealth Management
Georgia
$283K – – –
FCAS
595
First Command Advisory Services
Texas
$282K +$41.9K +406 +17%
MA
596
MKT Advisors
California
$281K +$33.6K +326 +14%
WWM
597
Western Wealth Management
Colorado
$281K -$117K -1,133 -29%
BWA
598
BCU Wealth Advisors
Illinois
$280K +$12.7K +123 +5%
IFA
599
Independence Financial Advisors
New Hampshire
$278K -$261K -2,533 -48%
PK
600
Pflug Koory
Nebraska
$278K +$87.5K +848 +46%
22 23
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