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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
CSP
601
Cary Street Partners
Virginia
$275K -$36.1K -352 -12%
HPM
602
Hoxton Planning & Management
West Virginia
$275K +$274K +2,668 New
AWA
603
Amplius Wealth Advisors
Pennsylvania
$273K +$272K +2,652 New
HI
604
Harbour Investments
Wisconsin
$272K +$142K +1,382 +109%
RIM
605
Redwood Investment Management
Arizona
$270K +$269K +2,626 New
BCG
606
Bravias Capital Group
New Jersey
$267K -$1.44K -14 -0.5%
BWA
607
BCU Wealth Advisors
Illinois
$266K +$265K +2,584 New
FRA
608
Frank Rimerman Advisors
California
$266K – – –
TWM
609
Tradition Wealth Management
Minnesota
$264K +$263K +2,565 New
CAMG
610
CWA Asset Management Group
Florida
$260K -$19.5K -190 -7%
LCM
611
Liberty Capital Management
Michigan
$259K – – –
CCM
612
Chilton Capital Management
Texas
$255K – – –
SW
613
SVB Wealth
Massachusetts
$253K – – –
KWM
614
Keebeck Wealth Management
Illinois
$253K +$252K +2,454 New
CIA
615
Concurrent Investment Advisors
Florida
$252K +$251K +2,444 New
AWM
616
Avior Wealth Management
Nebraska
$251K +$20.5K +200 +9%
AWM
617
Accurate Wealth Management
Florida
$249K -$2.36K -23 -0.9%
BP
618
BWM Planning
Texas
$249K +$13.4K +131 +6%
NWAG
619
Net Worth Advisory Group
Utah
$247K +$246K +2,400 New
FT
620
Fiduciary Trust
Massachusetts
$247K +$2.87K +28 +1%
BF
621
Blankinship & Foster
California
$246K +$246K +2,394 New
MA
622
MKT Advisors
California
$245K +$246K +2,394 New
WHCI
623
W.H. Cornerstone Investments
Massachusetts
$241K +$31K +302 +15%
FCAS
624
First Command Advisory Services
Texas
$239K -$122K -1,189 -34%
WWA
625
Wingate Wealth Advisors
Massachusetts
$236K +$235K +2,290 New
23 24
25
26 27