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iShares 0-5 Year TIPS Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
201
Phillips Financial Management
Indiana
$2.86M +$663K +6,261 +30%
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$2.8M +$1.92M +18,118 +218%
RFN
203
RDA Financial Network
Iowa
$2.79M +$55.5K +524 +2%
V
204
Veritable
Delaware
$2.79M -$6.66M -62,820 -70%
GPA
205
Guidance Point Advisors
Massachusetts
$2.65M +$1.1M +10,423 +71%
SHWM
206
Smith & Howard Wealth Management
Georgia
$2.6M -$89.8K -847 -3%
FAIM
207
Financial Advocates Investment Management
Washington
$2.52M +$2.05M +19,311 +433%
WIA
208
World Investment Advisors
California
$2.49M +$1.66M +15,664 +189%
NCM
209
Northland Capital Management
Minnesota
$2.49M +$2.49M +23,483 New
BFA
210
Beacon Financial Advisory
Ohio
$2.46M +$471K +4,447 +24%
Franklin Resources
211
Franklin Resources
California
$2.42M +$264K +2,490 +12%
TWA
212
TCI Wealth Advisors
Arizona
$2.4M +$2.4M +22,666 New
EWMCB
213
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.39M +$590K +5,564 +33%
HPM
214
Hudson Portfolio Management
New York
$2.33M +$1.87M +17,680 +404%
EPA
215
Element Pointe Advisors
Florida
$2.33M -$347K -3,274 -13%
MTWM
216
Masso Torrence Wealth Management
New Jersey
$2.27M +$2.27M +21,428 New
TLFA
217
True Link Financial Advisors
California
$2.25M
WT
218
Washington Trust
Rhode Island
$2.25M +$548K +5,171 +32%
HF
219
HRT Financial
New York
$2.24M +$2.24M +21,151 New
GC
220
Guggenheim Capital
Illinois
$2.19M +$687K +6,488 +46%
1WA
221
180 Wealth Advisors
Washington
$2.11M -$76.3K -720 -3%
SSW
222
Stone Summit Wealth
Florida
$2.1M +$2.1M +19,809 New
AAS
223
Avantax Advisory Services
Texas
$2.07M -$3.81K -36 -0.2%
CIR
224
Clear Investment Research
Georgia
$1.97M +$201K +1,899 +11%
WA
225
Winfield Associates
Ohio
$1.97M +$1.63M +15,400 +481%