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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
401
WFG Advisors
Texas
$289K +$72.1K +638 +33%
FPIS
402
Financial Planning & Information Services
Wisconsin
$284K -$20.6K -182 -7%
BFPW
403
BOK Financial Private Wealth
Colorado
$284K +$5.88K +52 +2%
MCM
404
Manchester Capital Management
Vermont
$280K – – –
FTIOP
405
Fiduciary Trust International of Pennsylvania
Pennsylvania
$279K -$19.8K -175 -7%
HCM
406
Howland Capital Management
Massachusetts
$277K – – –
CCP
407
Clarkston Capital Partners
Michigan
$276K -$11.3K -100 -4%
CCT
408
Capital City Trust
Florida
$275K +$277K +2,450 New
TFCP
409
Twin Focus Capital Partners
Massachusetts
$271K -$1.13M -10,000 -81%
HTC
410
Haverford Trust Company
Pennsylvania
$271K – – –
MWM
411
Modera Wealth Management
New Jersey
$270K -$20K -177 -7%
LYV
412
Live Your Vision
Pennsylvania
$268K +$34.4K +304 +15%
CCS
413
Crosspoint Capital Strategies
California
$262K -$24.3K -215 -8%
RMDI
414
R.M. Davis Inc
Maine
$261K – – –
F
415
FolioMetrix
Nebraska
$257K +$39.2K +347 +18%
CCMG
416
Clark Capital Management Group
Pennsylvania
$253K +$3.5K +31 +1%
VCM
417
Vigilant Capital Management
Maine
$251K -$125K -1,105 -33%
NP
418
NorthRock Partners
Minnesota
$251K +$2.37K +21 +0.9%
EWM
419
Evercore Wealth Management
New York
$250K +$28.1K +249 +13%
CIC
420
Carnegie Investment Counsel
Ohio
$249K – – –
DC
421
Deschaine & Company
Illinois
$248K +$5.77K +51 +2%
UBWV
422
United Bank (West Virginia)
West Virginia
$248K +$251K +2,216 New
UR
423
USCA RIA
Texas
$247K -$12.4K -110 -5%
FNBOO
424
First National Bank of Omaha
Nebraska
$247K – – –
NIA
425
Northstar Investment Advisors
Colorado
$244K +$246K +2,178 New
15 16
17
18 19