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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
626
Maridea Wealth Management
New York
$320K -$150K -1,451 -32%
BFA
627
Beacon Financial Advisory
Ohio
$319K -$37K -359 -10%
KFSC
628
Keystone Financial Services (Colorado)
Colorado
$318K +$321K +3,117 New
CBU
629
CIBC Bancorp USA
Illinois
$316K -$211K -2,050 -40%
BBFA
630
Brindle & Bay Financial Advisors
Texas
$316K +$87.2K +845 +38%
MA
631
MONECO Advisors
Connecticut
$313K +$928 +9 +0.3%
AF
632
Align Financial
Minnesota
$311K – – –
VA
633
VestGen Advisors
Illinois
$311K +$314K +3,045 New
KBFS
634
Kohmann Bosshard Financial Services
Ohio
$308K – – –
WHCI
635
W.H. Cornerstone Investments
Massachusetts
$304K +$5.67K +55 +2%
AFO
636
Aurelius Family Office
New Hampshire
$303K – – –
SAM
637
Satovsky Asset Management
New York
$303K +$5.67K +55 +2%
AA
638
Addison Advisors
Vermont
$300K +$223K +2,165 +281%
TIA
639
TCFG Investment Advisors
California
$299K +$3.4K +33 +1%
SPAS
640
Spectrum Planning & Advisory Services
California
$297K +$300K +2,909 New
CWP
641
Cyndeo Wealth Partners
Florida
$297K – – –
NFA
642
Northwest Financial Advisors
Virginia
$293K +$296K +2,867 New
AWM
643
Able Wealth Management
New Jersey
$291K +$294K +2,853 New
SL
644
Sentinus LLC
Illinois
$289K +$292K +2,833 New
PK
645
Pflug Koory
Nebraska
$280K -$7.22K -70 -2%
AF
646
Advisornet Financial
Minnesota
$279K +$722 +7 +0.3%
TCM
647
Tradewinds Capital Management
Washington
$279K – – –
PB
648
Pinnacle Bancorp
Nebraska
$279K – – –
SHWM
649
Smith & Howard Wealth Management
Georgia
$279K – – –
CA
650
Chatterton & Associates
California
$274K +$278K +2,699 New
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