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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
AFO
576
Aurelius Family Office
New Hampshire
$307K – – –
OWCM
577
One Wealth Capital Management
Arizona
$303K -$7.72K -75 -3%
WHCI
578
W.H. Cornerstone Investments
Massachusetts
$302K – – –
SAM
579
Satovsky Asset Management
New York
$301K – – –
CWP
580
Cyndeo Wealth Partners
Florida
$301K -$202K -1,960 -40%
TWM
581
TCFG Wealth Management
California
$299K -$25K -243 -8%
TIA
582
TCFG Investment Advisors
California
$299K +$298K +2,896 New
GM
583
GeoWealth Management
Illinois
$296K +$294K +2,860 New
BFG
584
Berger Financial Group
Minnesota
$295K -$2.47K -24 -0.8%
ACM
585
Andina Capital Management
Utah
$295K -$408K -3,961 -58%
GWM
586
Gibbs Wealth Management
Georgia
$295K -$221K -2,144 -43%
GEM
587
Global Endowment Management
North Carolina
$291K +$290K +2,817 New
PK
588
Pflug Koory
Nebraska
$290K +$9.27K +90 +3%
GIA
589
Gladstone Institutional Advisory
Florida
$286K -$6.9K -67 -2%
CAG
590
Csenge Advisory Group
Florida
$285K +$284K +2,755 New
TCM
591
Tradewinds Capital Management
Washington
$283K – – –
PB
592
Pinnacle Bancorp
Nebraska
$283K – – –
SHWM
593
Smith & Howard Wealth Management
Georgia
$283K – – –
AF
594
Advisornet Financial
Minnesota
$282K +$14.2K +138 +5%
ATS
595
Ashton Thomas Securities
New York
$280K +$279K +2,711 New
DADC
596
D.A. Davidson & Co
Montana
$272K -$721 -7 -0.3%
PCG
597
Prosperity Consulting Group
Maryland
$271K -$479K -4,653 -64%
IFA
598
Independence Financial Advisors
New Hampshire
$270K – – –
SP
599
Stablepoint Partners
Massachusetts
$269K +$268K +2,600 New
FRA
600
Frank Rimerman Advisors
California
$267K – – –
22 23
24
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