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iShares 0-5 Year TIPS Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ULWM
601
Upper Left Wealth Management
Florida
– -$269K -2,705 Closed
RG
602
Rathbones Group
United Kingdom
– -$256K -2,576 Closed
RIA
603
Regal Investment Advisors
Michigan
– -$255K -2,561 Closed
KWM
604
Kingsview Wealth Management
Oregon
– -$241K -2,423 Closed
Empower Advisory Group
605
Empower Advisory Group
Colorado
– -$228K -2,296 Closed
CIA
606
Concurrent Investment Advisors
Florida
– -$225K -2,262 Closed
RFM
607
Royal Fund Management
Florida
– -$212K -2,129 Closed
GVAG
608
Great Valley Advisor Group
Delaware
– -$209K -2,101 Closed
FIA
609
Foundations Investment Advisors
Arizona
– -$204K -2,052 Closed
Invesco
610
Invesco
Georgia
– -$204K -2,049 Closed
QCIG
611
Quad-Cities Investment Group
Iowa
– -$203K -2,042 Closed
WIA
612
Wetzel Investment Advisors
Indiana
– -$99.4K -1,000 Closed
FFO
613
Fortitude Family Office
Arizona
– -$69.1K -695 Closed
HR
614
Howe & Rusling
New York
– -$56.8K -571 Closed
SA
615
Scarborough Advisors
Maryland
– -$51.5K -517 Closed
GG
616
Gleason Group
Kentucky
– -$46.2K -464 Closed
IWP
617
IAG Wealth Partners
Wisconsin
– -$30.3K -305 Closed
AGWCA
618
Annis Gardner Whiting Capital Advisors
Florida
– -$24.5K -246 Closed
RWMG
619
Redwood Wealth Management Group
New Jersey
– -$18.4K -185 Closed
KFS
620
Kelly Financial Services
Massachusetts
– -$11.8K -119 Closed
OCM
621
Orion Capital Management
California
– -$5.67K -57 Closed
S
622
SignatureFD
Georgia
– -$2.49K -25 Closed
GLR
623
Great Lakes Retirement
Ohio
– -$2.29K -23 Closed
CP
624
Castleview Partners
Texas
– -$1.29K -13 Closed
GI
625
Gradient Investments
Minnesota
– -$995 -10 Closed