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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
351
Kestra Private Wealth Services
Texas
$2.75M +$811K +7,593 +42%
EWA
352
Exencial Wealth Advisors
Oklahoma
$2.74M +$1.07M +10,057 +64%
MPW
353
MGO Private Wealth
California
$2.74M -$253K -2,368 -8%
FFS
354
Founders Financial Securities
Maryland
$2.74M +$391K +3,663 +17%
SAM
355
SignalPoint Asset Management
Missouri
$2.69M -$33.7K -316 -1%
TF
356
Trek Financial
Arizona
$2.68M -$1.62M -15,200 -38%
BAM
357
Belpointe Asset Management
Nevada
$2.63M -$23.9K -224 -0.9%
EDRH
358
Edmond de Rothschild Holding
Switzerland
$2.63M +$2.64M +24,690 New
USAA
359
United Services Automobile Association
Texas
$2.61M -$199K -1,868 -7%
BCM
360
Birmingham Capital Management
Alabama
$2.6M -$587K -5,500 -18%
WAP
361
Wealthcare Advisory Partners
Pennsylvania
$2.58M +$409K +3,832 +19%
AFA
362
American Financial Advisors
Georgia
$2.57M -$194K -1,821 -7%
PMG
363
ProVise Management Group
Florida
$2.57M -$8.1M -75,815 -76%
CSWM
364
Cassady Schiller Wealth Management
Ohio
$2.53M -$2.33M -21,805 -48%
PAG
365
Private Advisor Group
New Jersey
$2.51M -$7.54M -70,613 -32%
LA
366
LVW Advisors
New York
$2.51M -$543K -5,084 -18%
RK
367
Rather & Kittrell
Tennessee
$2.5M -$771K -7,222 -24%
AWE
368
Avidian Wealth Enterprises
Texas
$2.46M +$1.59M +14,909 +181%
MYIA
369
Mount Yale Investment Advisors
Colorado
$2.45M +$379K +3,550 +18%
HPC
370
Hobart Private Capital
North Carolina
$2.44M -$12.6K -118 -0.5%
WPC
371
White Pine Capital
Minnesota
$2.43M -$219K -2,054 -8%
MPW
372
MA Private Wealth
California
$2.41M -$10.2M -95,224 -81%
SHIM
373
Stone House Investment Management
Pennsylvania
$2.41M -$4.98M -46,601 -67%
CIAS
374
CBIZ Investment Advisory Services
Ohio
$2.39M +$2.4M +22,494 New
SC
375
Scotia Capital
Ontario, Canada
$2.39M -$1.97M -18,436 -45%
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15
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