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iShares 0-5 Year TIPS Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
776
Sharkey, Howes & Javer
Colorado
– -$2.88M -27,907 Closed
EP
777
Edgestream Partners
New Jersey
– -$2.46M -23,800 Closed
APW
778
Austin Private Wealth
Texas
– -$2.26M -21,855 Closed
RL
779
Retireful LLC
Michigan
– -$2.02M -19,558 Closed
SF
780
SWP Financial
California
– -$1.96M -18,978 Closed
TW
781
TritonPoint Wealth
Maryland
– -$1.8M -17,434 Closed
GSC
782
Ground Swell Capital
South Carolina
– -$1.69M -16,378 Closed
DLCIG
783
D.L. Carlson Investment Group
New Hampshire
– -$1.48M -14,272 Closed
SWM
784
SigFig Wealth Management
California
– -$1.32M -12,748 Closed
TVM
785
True Vision MN
Minnesota
– -$1.3M -12,607 Closed
IWA
786
Icon Wealth Advisors
Texas
– -$1.29M -12,504 Closed
SW
787
Simplicity Wealth
New Jersey
– -$1.25M -12,121 Closed
BHWM
788
Bay Harbor Wealth Management
Maryland
– -$1.17M -11,315 Closed
PFG
789
PAX Financial Group
Texas
– -$1.15M -11,123 Closed
PFA
790
Pettinga Financial Advisors
Indiana
– -$898K -8,692 Closed
I
791
INVST
Indiana
– -$898K -8,688 Closed
SFO
792
Stokes Family Office
Louisiana
– -$721K -6,973 Closed
CAG
793
Csenge Advisory Group
Florida
– -$720K -6,967 Closed
MWM
794
McNaughton Wealth Management
California
– -$647K -6,262 Closed
SWM
795
SFG Wealth Management
Maryland
– -$631K -6,108 Closed
JC
796
JB Capital
Connecticut
– -$624K -6,036 Closed
TF
797
Theory Financial
Colorado
– -$622K -6,017 Closed
OAP
798
One Advisory Partners
Kansas
– -$622K -6,010 Closed
3F
799
360 Financial
Minnesota
– -$617K -5,967 Closed
PCA
800
Prosperity Capital Advisors
Ohio
– -$609K -5,894 Closed