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iShares 0-5 Year TIPS Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
726
Elevation Wealth Partners
California
$147K -$38.9K -377 -21%
TFA
727
Transamerica Financial Advisors
Florida
$142K +$142K +1,381 +12,555%
MWA
728
Medallion Wealth Advisors
Connecticut
$142K +$14.4K +140 +11%
BC
729
Barrett & Company
Rhode Island
$137K +$29.4K +285 +27%
MIFH
730
Migdal Insurance & Financial Holdings
Israel
$132K -$1.86K -18 -1%
W
731
WealthCollab
Washington
$130K +$122K +1,181 +1,256%
CA
732
CoreCap Advisors
Michigan
$128K +$19.7K +191 +18%
RWM
733
Raffa Wealth Management
District of Columbia
$121K +$34.1K +331 +39%
HIA
734
Highland Investment Advisors
Florida
$112K +$113K +1,092 New
TCM
735
TD Capital Management
Tennessee
$110K +$2.06K +20 +2%
JWA
736
JFS Wealth Advisors
Pennsylvania
$106K +$106K +1,023 +6,394%
LB
737
Legacy Bridge
Iowa
$105K – – –
TCM
738
Triumph Capital Management
Colorado
$102K – – –
M
739
MOTCO
Texas
$98.3K – – –
KPP
740
Kings Path Partners
Texas
$94K -$4.02K -39 -4%
SRCM
741
Signature Resources Capital Management
California
$93.8K -$2.37K -23 -2%
VR
742
Vision Retirement
New Jersey
$90K +$5.26K +51 +6%
CSPIA
743
Cary Street Partners Investment Advisory
Virginia
$89.9K +$42.1K +408 +86%
FFA
744
Founders Financial Alliance
North Carolina
$89.9K -$2.48K -24 -3%
CA
745
Crewe Advisors
Utah
$83.4K +$84.2K +816 New
NFSG
746
Newbridge Financial Services Group
Florida
$65.3K – – –
PRAG
747
Portfolio Resources Advisor Group
Florida
$64.7K +$65.3K +633 New
WSFS
748
Wilmington Savings Fund Society
Delaware
$58K – – –
MWM
749
Mosley Wealth Management
California
$56.5K -$293K -2,836 -84%
IWM
750
IMG Wealth Management
Florida
$55.5K – – –