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iShares 0-5 Year TIPS Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
751
FAS Wealth Partners
Kansas
$4.13K – – –
IW
752
Imprint Wealth
South Carolina
$3.93K +$3.92K +38 New
RWA
753
Redmont Wealth Advisors
Illinois
$3.82K – – –
CFS
754
Compass Financial Services
Iowa
$3.06K +$103 +1 +3%
MCA
755
Maryland Capital Advisors
Maryland
$2.69K +$2.68K +26 New
FFWM
756
Future Financial Wealth Management
Ohio
$2.58K – – –
RCM
757
Raleigh Capital Management
North Carolina
$1.36K -$2.48K -24 -65%
BAM
758
Bellevue Asset Management
Washington
$1.34K – – –
KFP
759
Kerr Financial Planning
California
$1.05K +$1.03K +10 New
CCM
760
Cloud Capital Management
Washington
$1K +$1.65K +16 New
SIC
761
Salem Investment Counselors
North Carolina
$827 – – –
LWMI
762
Legacy Wealth Management (Idaho)
Idaho
$724 – – –
S
763
SignatureFD
Georgia
$638 +$619 +6 New
AWM
764
Activest Wealth Management
Florida
$620 +$619 +6 New
FLP
765
Financial Life Planners
Arizona
$428 +$413 +4 New
Bank of Montreal
766
Bank of Montreal
Ontario, Canada
$310 -$1.97M -19,130 -100%
FGA
767
Fortis Group Advisors
New Jersey
$310 – – –
QC
768
Quent Capital
New York
$310 +$309 +3 New
DWM
769
Darwin Wealth Management
Florida
$211 – – –
ADL
770
Asset Dedication LLC
California
$207 – – –
SWA
771
SOA Wealth Advisors
New York
$103 – – –
GA
772
Guerra Advisors
Florida
$103 +$103 +1 New
SA
773
SoundView Advisors
Washington
– -$19.4M -188,220 Closed
JSA
774
Jacobson & Schmitt Advisors
Wisconsin
– -$18.9M -183,820 Closed
FTUS
775
Flow Traders U.S.
New York
– -$13.5M -131,253 Closed