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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
$2.88B -$38M -370,047 -1%
Betterment LLC
2
Betterment LLC
New York
$412M +$18.9M +184,253 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$334M +$260M +2,533,763 +356%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$305M -$21.1M -205,840 -6%
LPL Financial
5
LPL Financial
California
$297M +$131M +1,279,116 +80%
MWM
6
Modera Wealth Management
New Jersey
$209M +$7.2M +70,170 +4%
RWM
7
Ritholtz Wealth Management
New York
$208M +$25.4M +247,269 +14%
Morgan Stanley
8
Morgan Stanley
New York
$184M +$44M +429,329 +32%
Bank of America
9
Bank of America
North Carolina
$166M +$68.8M +671,145 +71%
JP Morgan Chase
10
JP Morgan Chase
New York
$159M +$40.3M +392,850 +34%
3AM
11
3EDGE Asset Management
Florida
$115M +$2.37M +23,082 +2%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$105M +$9.22M +89,905 +10%
OSAM
13
O'Shaughnessy Asset Management
Connecticut
$102M +$6.67M +65,042 +7%
DWM
14
Dynasty Wealth Management
Florida
$95.9M -$1.47M -14,332 -2%
QWP
15
Quotient Wealth Partners
Texas
$95.5M +$2.45M +23,856 +3%
AssetMark Inc
16
AssetMark Inc
California
$86.1M -$1.9M -18,480 -2%
PCIG
17
Partners Capital Investment Group
Massachusetts
$84M -$18.3M -178,260 -18%
FLPIM
18
F.L. Putnam Investment Management
Massachusetts
$83.2M +$7M +68,202 +9%
WCM
19
Wealthcare Capital Management
Virginia
$82.7M +$2.97M +28,952 +4%
Ameriprise
20
Ameriprise
Minnesota
$81.3M +$20.9M +203,509 +35%
DWM
21
Destination Wealth Management
California
$76.5M +$240K +2,344 +0.3%
State Street
22
State Street
Massachusetts
$66.1M +$314K +3,063 +0.5%
MPW
23
MASECO Private Wealth
$64.5M +$64.3M +626,520 New
HTC
24
Haverford Trust Company
Pennsylvania
$63.9M +$1.1M +10,752 +2%
MWM
25
Modern Wealth Management
Kansas
$63.2M -$940K -9,166 -1%
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