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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
$4.37B +$1.25B +12,146,236 +40%
Betterment LLC
2
Betterment LLC
New York
$464M +$11.9M +115,711 +3%
LPL Financial
3
LPL Financial
California
$323M +$33M +320,514 +11%
MWM
4
Modera Wealth Management
New Jersey
$253M +$16.8M +163,586 +7%
RWM
5
Ritholtz Wealth Management
New York
$249M +$15.9M +153,948 +7%
Morgan Stanley
6
Morgan Stanley
New York
$185M +$19.9M +193,563 +12%
AHSSHC
7
Adventist Health System Sunbelt Healthcare Corp
Florida
$161M +$85.5M +830,200 +114%
MMFA
8
Main Management Fund Advisors
California
$152M +$255M +2,480,600 New
CCM
9
Coldstream Capital Management
Washington
$150M +$127M +1,231,203 +554%
Bank of America
10
Bank of America
North Carolina
$138M -$210M -2,036,091 -60%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$125M +$6.26M +60,840 +5%
OSAM
12
O'Shaughnessy Asset Management
Connecticut
$120M +$4.55M +44,148 +4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$116M +$27.5M +266,983 +31%
PCIG
14
Partners Capital Investment Group
Massachusetts
$102M -$31.5M -306,270 -24%
Ameriprise
15
Ameriprise
Minnesota
$101M +$14.2M +137,874 +17%
SCM
16
SCS Capital Management
Massachusetts
$100M +$43.8M +425,008 +78%
FFA
17
Farther Finance Advisors
California
$97.6M +$21.4M +207,688 +28%
JP Morgan Chase
18
JP Morgan Chase
New York
$97.5M -$42.3M -410,866 -30%
FLPIM
19
F.L. Putnam Investment Management
Massachusetts
$96.8M +$2.17M +21,097 +2%
KIM
20
Kestra Investment Management
Texas
$95.5M +$73.8M +716,935 +347%
WCM
21
Wealthcare Capital Management
Virginia
$94.9M +$5.92M +57,478 +7%
TIM
22
Tortoise Investment Management
New York
$86.9M +$28.2M +273,728 +48%
DWM
23
Destination Wealth Management
California
$85.4M +$2.85M +27,641 +3%
MPW
24
MASECO Private Wealth
$80.1M +$4.26M +41,342 +6%
Raymond James Financial
25
Raymond James Financial
Florida
$79.9M +$3.54M +34,364 +5%
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