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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
601
DeLarme Wealth Management
California
$255K +$256K +2,490 New
FT
602
Fiduciary Trust
Massachusetts
$254K +$8.34K +81 +3%
CCM
603
Chilton Capital Management
Texas
$253K – – –
OCM
604
One Capital Management
California
$252K -$40K -389 -14%
AWM
605
Accurate Wealth Management
Florida
$252K -$2.57K -25 -1%
NWAG
606
Net Worth Advisory Group
Utah
$250K +$252K +2,444 New
VCM
607
Vivaldi Capital Management
Illinois
$246K -$16.9K -164 -6%
AWE
608
Avidian Wealth Enterprises
Texas
$245K -$204K -1,986 -45%
JRPIM
609
Journey Retirement Planning & Investment Management
Idaho
$242K +$243K +2,358 New
TSS
610
Two Sigma Securities
New York
$238K -$601K -5,840 -71%
NW
611
NewEdge Wealth
Pennsylvania
$238K +$239K +2,322 New
KWM
612
Keebeck Wealth Management
Illinois
$235K -$83.3K -809 -26%
SAP
613
Strategic Advisory Partners
North Carolina
$233K +$234K +2,277 New
BHWM
614
Beaird Harris Wealth Management
Texas
$233K -$33.6K -326 -13%
AAP
615
Arax Advisory Partners
Colorado
$232K +$233K +2,261 New
HAS
616
HBW Advisory Services
California
$230K -$1.34K -13 -0.6%
PIM
617
Penobscot Investment Management
Massachusetts
$230K – – –
EAM
618
Evanson Asset Management
California
$229K – – –
CAMG
619
CWA Asset Management Group
Florida
$226K -$32.4K -315 -12%
AC
620
AlphaCore Capital
California
$225K +$4.74K +46 +2%
FWP
621
Firethorn Wealth Partners
Georgia
$224K -$133K -1,290 -37%
EA
622
Ergawealth Advisors
Illinois
$221K – – –
WA
623
Waystone Advisors
Washington
$219K +$220K +2,141 New
DAS
624
Diversify Advisory Services
Utah
$217K -$274K -2,661 -56%
AA
625
Acorns Advisers
California
$215K +$216K +2,098 New
23 24
25
26 27