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iShares 0-5 Year TIPS Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
126
Kohmann Bosshard Financial Services
Ohio
$696K +$700 +7 +0.1%
SMG
127
Smart Money Group
Texas
$613K +$53.5K +535 +10%
NFG
128
Next Financial Group
Texas
$611K +$588K +5,873 +2,851%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$574K
GC
130
Garde Capital
Washington
$563K
Creative Planning
131
Creative Planning
Kansas
$549K +$546K +5,461 New
SWP
132
Stratos Wealth Partners
Ohio
$546K -$53.4K -534 -9%
GTAM
133
Global Trust Asset Management
Florida
$539K +$4K +40 +0.8%
KWA
134
KCS Wealth Advisory
California
$534K +$89.3K +892 +20%
PP
135
Paloma Partners
Connecticut
$524K +$522K +5,212 New
FA
136
Fortis Advisors
Pennsylvania
$521K +$3.6K +36 +0.7%
ASN
137
Advisory Services Network
Georgia
$518K +$479K +4,790 +1,312%
FHC
138
First Heartland Consultants
Missouri
$510K
CB
139
Community Bank
New York
$504K -$11.5K -115 -2%
CF
140
Centaurus Financial
California
$501K +$29.9K +299 +6%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$496K +$98.6K +985 +25%
AF
142
Allworth Financial
California
$464K
EWM
143
Executive Wealth Management
Michigan
$437K +$99.9K +998 +30%
Citigroup
144
Citigroup
New York
$408K +$393K +3,924 +3,018%
MA
145
Mutual Advisors
Nebraska
$381K +$380K +3,793 New
1WA
146
180 Wealth Advisors
Washington
$380K +$147K +1,470 +63%
Stifel Financial
147
Stifel Financial
Missouri
$374K +$3.3K +33 +0.9%
BEC
148
Blue Edge Capital
Virginia
$372K +$38.8K +388 +12%
FPGK
149
Financial Partners Group (Kansas)
Kansas
$365K -$333K -3,326 -48%
KFGK
150
Keystone Financial Group (Kentucky)
Kentucky
$349K -$11K -110 -3%