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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
576
Kohmann Bosshard Financial Services
Ohio
$312K -$60.2K -585 -16%
GVCM
577
Global View Capital Management
Wisconsin
$310K -$2.37K -23 -0.8%
WP
578
WealthShield Partners
North Carolina
$309K +$8.75K +85 +3%
AFO
579
Aurelius Family Office
New Hampshire
$307K – – –
OWCM
580
One Wealth Capital Management
Arizona
$303K -$7.72K -75 -3%
WHCI
581
W.H. Cornerstone Investments
Massachusetts
$302K – – –
SAM
582
Satovsky Asset Management
New York
$301K – – –
CWP
583
Cyndeo Wealth Partners
Florida
$301K -$202K -1,960 -40%
TWM
584
TCFG Wealth Management
California
$299K -$25K -243 -8%
TIA
585
TCFG Investment Advisors
California
$299K +$298K +2,896 New
GM
586
GeoWealth Management
Illinois
$296K +$294K +2,860 New
BFG
587
Berger Financial Group
Minnesota
$295K -$2.47K -24 -0.8%
ACM
588
Andina Capital Management
Utah
$295K -$408K -3,961 -58%
GWM
589
Gibbs Wealth Management
Georgia
$295K -$221K -2,144 -43%
GEM
590
Global Endowment Management
North Carolina
$291K +$290K +2,817 New
PK
591
Pflug Koory
Nebraska
$290K +$9.27K +90 +3%
GIA
592
Gladstone Institutional Advisory
Florida
$286K -$6.9K -67 -2%
CAG
593
Csenge Advisory Group
Florida
$285K +$284K +2,755 New
TCM
594
Tradewinds Capital Management
Washington
$283K – – –
PB
595
Pinnacle Bancorp
Nebraska
$283K – – –
SHWM
596
Smith & Howard Wealth Management
Georgia
$283K – – –
AF
597
Advisornet Financial
Minnesota
$282K +$14.2K +138 +5%
ATS
598
Ashton Thomas Securities
New York
$280K +$279K +2,711 New
DADC
599
D.A. Davidson & Co
Montana
$272K -$721 -7 -0.3%
PCG
600
Prosperity Consulting Group
Maryland
$271K -$479K -4,653 -64%
22 23
24
25 26