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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
AM
601
Atwater Malick
Pennsylvania
$266K -$16.3K -158 -6%
BCG
602
Bravias Capital Group
New Jersey
$265K -$4.01K -39 -1%
AFP
603
ATLas Financial Planning
Georgia
$263K -$17.7K -172 -6%
CCM
604
Chilton Capital Management
Texas
$256K – – –
SAP
605
Strategic Advisory Partners
North Carolina
$254K +$18.3K +178 +8%
NWAG
606
Net Worth Advisory Group
Utah
$253K – – –
AWM
607
Accurate Wealth Management
Florida
$250K -$4.32K -42 -2%
GVAG
608
Great Valley Advisor Group
Delaware
$246K +$245K +2,383 New
VCM
609
Vivaldi Capital Management
Illinois
$245K -$2.68K -26 -1%
EPI
610
Eddie Patel Inc
Illinois
$245K +$244K +2,370 New
VWM
611
Venturi Wealth Management
Texas
$239K +$36.4K +354 +18%
BHWM
612
Beaird Harris Wealth Management
Texas
$235K -$103 -1 -0%
BBFA
613
Brindle & Bay Financial Advisors
Texas
$232K -$242K -2,352 -51%
HAS
614
HBW Advisory Services
California
$232K – – –
PIM
615
Penobscot Investment Management
Massachusetts
$232K – – –
EAM
616
Evanson Asset Management
California
$232K – – –
NG
617
Norden Group
Utah
$231K -$448K -4,353 -66%
AC
618
AlphaCore Capital
California
$225K -$2.06K -20 -0.9%
FA
619
Fiduciary Alliance
South Carolina
$224K +$222K +2,160 New
AIM
620
Advyzon Investment Management
Illinois
$222K -$142K -1,381 -39%
FCAS
621
First Command Advisory Services
Texas
$222K +$5.77K +56 +3%
EA
622
Ergawealth Advisors
Illinois
$222K -$2.06K -20 -0.9%
TBC
623
Ted Buchan & Co
California
$220K -$334K -3,246 -60%
TWM
624
Tanager Wealth Management
United Kingdom
$219K +$218K +2,118 New
EPIME
625
Evelyn Partners Investment Management (Europe)
$218K +$50.9K +494 +31%
23 24
25
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