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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
651
Davis Wealth Advisors
New Hampshire
$203K +$202K +1,971 New
AP
652
Advisors Preferred
Maryland
$193K -$258K -2,515 -57%
PK
653
Pflug Koory
Nebraska
$189K +$89.5K +872 +90%
AAP
654
Arax Advisory Partners
Colorado
$168K +$163K +1,589 +3,381%
MSWA
655
Marshall & Sterling Wealth Advisors
New York
$164K +$2.56K +25 +2%
IWM
656
Inlight Wealth Management
Georgia
$152K +$52.8K +515 +54%
SAM
657
Smartleaf Asset Management
Massachusetts
$136K +$95.7K +933 +237%
HWM
658
Horizons Wealth Management
North Carolina
$131K +$27.7K +270 +27%
MIFH
659
Migdal Insurance & Financial Holdings
Israel
$128K +$61.6K +600 +94%
EPIME
660
Evelyn Partners Investment Management (Europe)
$128K +$32.5K +317 +34%
CA
661
CoreCap Advisors
Michigan
$122K +$15.8K +154 +15%
T
662
Transce3nd
Texas
$117K +$117K +1,136 New
BC
663
Barrett & Company
Rhode Island
$108K – – –
TCM
664
TD Capital Management
Tennessee
$106K +$1.64K +16 +2%
LB
665
Legacy Bridge
Iowa
$106K – – –
RWS
666
Retirement Wealth Solutions
Wisconsin
$106K +$92.6K +903 +722%
GM
667
GeoWealth Management
Illinois
$104K +$104K +1,014 New
CSPIA
668
Cary Street Partners Investment Advisory
Virginia
$101K +$101K +982 New
GC
669
Garde Capital
Washington
$96.7K – – –
KWM
670
Kiker Wealth Management
Georgia
$93K -$21.2K -207 -19%
CIA
671
Cape Investment Advisory
Georgia
$93K +$56.4K +550 +155%
KPP
672
Kings Path Partners
Texas
$89.7K +$11.3K +110 +14%
TPWA
673
Twin Peaks Wealth Advisors
California
$84.7K +$84.3K +822 New
CAM
674
Clarity Asset Management
Iowa
$72.4K +$1.13K +11 +2%
PA
675
Parallel Advisors
California
$71.9K +$59.9K +584 +508%
25 26
27
28 29