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iShares 0-5 Year TIPS Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LL
701
LPWM LLC
Minnesota
$205K +$207K +2,004 New
SCM
702
Sterneck Capital Management
Missouri
$204K
WA
703
WBH Advisory
Maryland
$204K
Vontobel Holding
704
Vontobel Holding
Switzerland
$204K +$206K +2,000 New
FWM
705
FLP Wealth Management
Arkansas
$204K +$205K +1,992 New
CAMG
706
CWA Asset Management Group
Florida
$203K -$254K -2,463 -55%
PHWM
707
Pine Harbor Wealth Management
Maryland
$202K +$3.82K +37 +2%
IWA
708
Icon Wealth Advisors
Texas
$201K +$203K +1,970 New
SLWM
709
Stone Loft Wealth Management
Pennsylvania
$201K +$204K +1,979 New
EF
710
Evanson Financial
Virginia
$200K +$202K +1,961 New
BHWM
711
Beaird Harris Wealth Management
Texas
$199K -$34K -330 -15%
BWS
712
Buck Wealth Strategies
Colorado
$194K +$196K +1,898 New
CH
713
Canton Hathaway
Rhode Island
$178K +$180K +1,743 New
MSWA
714
Marshall & Sterling Wealth Advisors
New York
$170K +$3.2K +31 +2%
EI
715
EFG International
$169K +$61.1K +592 +55%
CWP
716
Concord Wealth Partners
Virginia
$167K +$169K +1,637 New
SWP
717
Strategic Wealth Partners
Ohio
$165K
CPG
718
Cornerstone Planning Group
New Jersey
$164K +$95.9K +930 +136%
FCAS
719
First Command Advisory Services
Texas
$161K -$58.4K -566 -26%
CIA
720
Cape Investment Advisory
Georgia
$156K +$158K +1,529 New
EWP
721
Elevation Wealth Partners
California
$147K -$38.9K -377 -21%
TFA
722
Transamerica Financial Advisors
Florida
$142K +$142K +1,381 +12,555%
MWA
723
Medallion Wealth Advisors
Connecticut
$142K +$14.4K +140 +11%
BC
724
Barrett & Company
Rhode Island
$137K +$29.4K +285 +27%
MIFH
725
Migdal Insurance & Financial Holdings
Israel
$132K -$1.86K -18 -1%