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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$2.51B +$2.32B +23,054,900 +1,222%
Betterment LLC
2
Betterment LLC
New York
$407M +$18.3M +181,322 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$333M +$29.6M +293,457 +10%
MWM
4
Modera Wealth Management
New Jersey
$191M +$8.33M +82,678 +5%
RWM
5
Ritholtz Wealth Management
New York
$158M +$5.97M +59,199 +4%
LPL Financial
6
LPL Financial
California
$155M +$7.61M +75,531 +5%
3AM
7
3EDGE Asset Management
Florida
$127M +$77.6M +770,017 +157%
Morgan Stanley
8
Morgan Stanley
New York
$122M +$6.78M +67,226 +6%
Bank of America
9
Bank of America
North Carolina
$121M -$2.01M -19,968 -2%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$90.4M +$6.89M +68,332 +8%
OSAM
11
O'Shaughnessy Asset Management
Connecticut
$84.1M +$2.59M +25,731 +3%
WCM
12
Wealthcare Capital Management
Virginia
$77.8M +$4.53M +44,924 +6%
DWM
13
Destination Wealth Management
California
$72.7M +$1.22M +12,098 +2%
FLPIM
14
F.L. Putnam Investment Management
Massachusetts
$71M +$25.4M +251,606 +55%
State Street
15
State Street
Massachusetts
$68.2M +$501K +4,967 +0.7%
PCIG
16
Partners Capital Investment Group
Massachusetts
$65.9M -$30.6M -303,939 -32%
AG
17
AlTi Global
New York
$65.5M -$4.1M -40,706 -6%
MWM
18
Modern Wealth Management
Kansas
$64.2M -$41.7M -413,595 -39%
HTC
19
Haverford Trust Company
Pennsylvania
$59.6M +$1.24M +12,326 +2%
AssetMark Inc
20
AssetMark Inc
California
$58.2M +$58.3M +578,522 +459,144%
JP Morgan Chase
21
JP Morgan Chase
New York
$53.2M +$1.65M +16,338 +3%
Ameriprise
22
Ameriprise
Minnesota
$52.9M -$12.6M -125,216 -19%
KIC
23
Keating Investment Counselors
Florida
$52.6M -$225K -2,229 -0.4%
MKA
24
M. Kulyk & Associates
Georgia
$52.4M +$1.1M +10,936 +2%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$51.9M -$10.5M -104,223 -17%
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