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iShares 0-5 Year TIPS Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DF
826
Dunhill Financial
United Kingdom
$102
SWA
827
SOA Wealth Advisors
New York
$102
MWM
828
Mascoma Wealth Management
New Hampshire
$36
EW
829
Evoke Wealth
California
-$31.7M -306,484 Closed
JF
830
JSF Financial
California
-$14.8M -142,972 Closed
PDL
831
Portfolio Design Labs
California
-$12.5M -121,334 Closed
AG
832
Ascent Group
Virginia
-$10.4M -100,281 Closed
HFA
833
Hershey Financial Advisers
Pennsylvania
-$3.9M -37,673 Closed
SAM
834
Synergy Asset Management
Washington
-$2.87M -27,747 Closed
SFC
835
Strategic Financial Concepts
Texas
-$2.08M -20,110 Closed
AFA
836
Arlington Financial Advisors
California
-$1.82M -17,583 Closed
TH
837
Transmarket Holdings
Illinois
-$1.39M -13,485 Closed
XPN
838
XY Planning Network
Montana
-$1.26M -12,260 Closed
CS
839
Capital Square
Tennessee
-$1.08M -10,392 Closed
IAA
840
Independent Advisor Alliance
North Carolina
-$1.06M -10,208 Closed
LWM
841
LongView Wealth Management
Georgia
-$585K -5,642 Closed
GSEP
842
Golden State Equity Partners
California
-$570K -5,508 Closed
XT
843
XTX Topco
Cayman Islands
-$549K -5,312 Closed
RIP
844
RAM Investment Partners
Washington
-$502K -4,857 Closed
SWP
845
Sagespring Wealth Partners
Tennessee
-$330K -3,189 Closed
GVCM
846
Global View Capital Management
Wisconsin
-$310K -3,001 Closed
ACM
847
Andina Capital Management
Utah
-$295K -2,849 Closed
ATS
848
Ashton Thomas Securities
New York
-$280K -2,711 Closed
NWAG
849
Net Worth Advisory Group
Utah
-$253K -2,444 Closed
VCM
850
Vivaldi Capital Management
Illinois
-$245K -2,372 Closed