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iShares 0-5 Year TIPS Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
601
Core Wealth Partners
California
$354K – – –
AC
602
Apella Capital
Connecticut
$353K +$42.8K +415 +14%
EP
603
Essential Partners
California
$353K -$37.1K -360 -9%
ALA
604
Atlas Legacy Advisors
California
$350K +$353K +3,424 New
AWM
605
Axxcess Wealth Management
California
$350K +$353K +3,424 New
IWM
606
Inlight Wealth Management
Georgia
$350K +$26.1K +253 +8%
AWM
607
Avior Wealth Management
Nebraska
$349K -$2.68K -26 -0.8%
I
608
INVST
Indiana
$348K +$352K +3,409 New
WKWM
609
Walter & Keenan Wealth Management
Indiana
$343K +$6.5K +63 +2%
HAG
610
HighPoint Advisor Group
Illinois
$343K -$6.7K -65 -2%
Lido Advisors
611
Lido Advisors
California
$342K +$2.89K +28 +0.8%
LIA
612
LifePlan Investment Advisors
North Carolina
$339K +$343K +3,321 New
MAWCM
613
Mine & Arao Wealth Creation & Management
California
$338K +$4.43K +43 +1%
MFG
614
Mission Financial Group
Nevada
$336K +$339K +3,291 New
AIP
615
Ameritas Investment Partners
Nebraska
$334K +$825 +8 +0.2%
DSAM
616
Dock Street Asset Management
Florida
$334K +$337K +3,265 New
GSWM
617
Golden State Wealth Management
California
$331K +$300K +2,909 +874%
VDI
618
Vaughan David Investments
Illinois
$327K – – –
MCB
619
Morton Community Bank
Illinois
$327K – – –
AIM
620
Advyzon Investment Management
Illinois
$325K +$107K +1,040 +48%
KA
621
Kovack Advisors
Florida
$325K -$354K -3,430 -52%
CPA
622
Cathy Pareto & Associates
Florida
$324K +$5.98K +58 +2%
FFS
623
Founders Financial Securities
Maryland
$323K +$6.39K +62 +2%
SIAG
624
Safeguard Investment Advisory Group
California
$323K +$326K +3,165 New
SVWG
625
Shared Vision Wealth Group
United States
$320K +$323K +3,133 New