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iShares 0-5 Year TIPS Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMG
126
Smart Money Group
Texas
$632K +$20.3K +203 +3%
MOS
127
MGO One Seven
Ohio
$616K +$616K +6,150 New
1WA
128
180 Wealth Advisors
Washington
$588K +$209K +2,082 +55%
KWA
129
KCS Wealth Advisory
California
$576K +$44.4K +443 +8%
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$572K
GC
131
Garde Capital
Washington
$561K
Creative Planning
132
Creative Planning
Kansas
$557K +$10.2K +102 +2%
RHBC
133
R.H. Bluestein & Co
Michigan
$553K +$553K +5,517 New
EWM
134
Executive Wealth Management
Michigan
$539K +$105K +1,046 +24%
CF
135
Centaurus Financial
California
$533K +$33.9K +338 +7%
SWP
136
Strategic Wealth Partners
Ohio
$529K +$618K +6,171 +12%
FA
137
Fortis Advisors
Pennsylvania
$523K +$4.51K +45 +0.9%
ASN
138
Advisory Services Network
Georgia
$518K
FHC
139
First Heartland Consultants
Missouri
$511K +$3.61K +36 +0.7%
HC
140
HNP Capital
New York
$508K +$508K +5,069 New
VRM
141
Vectors Research Management
New York
$508K +$508K +5,069 New
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$468K -$25.6K -256 -5%
AF
143
Allworth Financial
California
$462K
IWM
144
IHT Wealth Management
Illinois
$444K +$137K +1,371 +45%
WP
145
WealthSource Partners
California
$400K +$85.3K +851 +27%
BEC
146
Blue Edge Capital
Virginia
$396K +$25.7K +257 +7%
JP Morgan Chase
147
JP Morgan Chase
New York
$387K -$378K -3,770 -49%
SFS
148
Sowell Financial Services
Arkansas
$377K +$377K +3,761 New
PFS
149
Prospera Financial Services
Texas
$371K +$24.6K +246 +7%
KFGK
150
Keystone Financial Group (Kentucky)
Kentucky
$348K