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iShares TIPS Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCCM
451
First City Capital Management
Georgia
$16.8K +$16.8K +150 New
WAMC
452
Western Asset Management Company
California
$16K – – –
DAM
453
Delta Asset Management
Tennessee
$15K – – –
PFA
454
Paradigm Financial Advisors
Missouri
$15K +$14.7K +131 New
Canada Life
455
Canada Life
Manitoba, Canada
$11K – – –
PWAG
456
Polaris Wealth Advisory Group
California
$11K +$11.2K +100 New
AIA
457
Alerus Investment Advisors
Minnesota
$10K -$1.72M -15,335 -99%
EWM
458
Elite Wealth Management
Washington
$9K +$8.61K +77 New
FMP
459
Financial Management Professionals
Texas
$8K – – –
AF
460
Arrow Financial
New York
$6K – – –
BAM
461
Brave Asset Management
New Jersey
$6K – – –
CMO
462
Covenant Multifamily Offices
Texas
$6K – – –
LWCFA
463
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K – – –
PMFA
464
Plante Moran Financial Advisors
Michigan
$5K +$5.26K +47 New
HF
465
Hoxton Financial
West Virginia
$3K – – –
LNB
466
Ledyard National Bank
$3K – – –
PFO
467
Pathstone Family Office
New Jersey
$1K – – –
CFA
468
Carroll Financial Associates
North Carolina
$1K +$1.12K +10 New
BCM
469
Bluefin Capital Management
New York
– -$26.5M -240,943 Closed
MWM
470
Merriman Wealth Management
Washington
– -$4.96M -45,110 Closed
CTA
471
Chesley Taft & Associates
Illinois
– -$2.77M -25,188 Closed
HR
472
Howe & Rusling
New York
– -$1.5M -13,677 Closed
SCM
473
Summit Capital Management
Washington
– -$1.36M -12,336 Closed
DWT
474
Dorsey & Whitney Trust
South Dakota
– -$828K -7,538 Closed
DS
475
DRW Securities
Illinois
– -$527K -4,799 Closed