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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
WSC
451
Wellington Shields & Co
New York
$602K +$164K +1,500 +38%
1WA
452
180 Wealth Advisors
Washington
$600K – – –
AWM
453
AllSquare Wealth Management
New York
$597K – – –
LA
454
LVW Advisors
New York
$595K -$99K -907 -14%
NL
455
NVWM LLC
Pennsylvania
$583K +$4.15K +38 +0.7%
GI
456
GS Investments
Minnesota
$583K -$22.4K -205 -4%
GCA
457
Gradient Capital Advisors
California
$582K -$50K -458 -8%
SCM
458
Stellar Capital Management
Arizona
$578K +$576K +5,272 New
FWM
459
Focused Wealth Management
New York
$570K -$320K -2,930 -36%
MWPCG
460
Measured Wealth Private Client Group
New Hampshire
$567K -$8.19K -75 -1%
AWA
461
AmeriServ Wealth Advisors
Pennsylvania
$564K +$562K +5,150 New
HSA
462
HBK Sorce Advisory
Pennsylvania
$563K -$570K -5,218 -50%
CF
463
Centaurus Financial
California
$560K – – –
MAFM
464
Mid Atlantic Financial Management
Pennsylvania
$553K +$551K +5,050 New
WPSG
465
Wealth & Pension Services Group
Georgia
$548K -$81.2K -744 -13%
KFA
466
Kelleher Financial Advisors
New York
$547K – – –
OC
467
Oarsman Capital
Wisconsin
$545K -$19.7K -180 -3%
KWM
468
Kingsview Wealth Management
Oregon
$544K +$200K +1,830 +58%
DY
469
Dowling & Yahnke
California
$542K +$109 +1 +0%
JWS
470
Juncture Wealth Strategies
Arizona
$541K -$130K -1,189 -19%
BS
471
Boenning & Scattergood
Pennsylvania
$540K – – –
LC
472
LCNB Corp
Ohio
$536K +$12.4K +114 +2%
SFS
473
Sowell Financial Services
Arkansas
$530K +$528K +4,839 New
AAS
474
Avantax Advisory Services
Texas
$529K +$526K +4,817 New
WTC
475
WhitTier Trust Company
Nevada
$526K -$81.9K -750 -14%
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19
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