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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
451
Castle Rock Wealth Management
California
$844K -$67.4K -580 -8%
MA
452
Mutual Advisors
Nebraska
$836K +$424K +3,644 +103%
FM
453
Foster & Motley
Ohio
$835K -$21.6K -186 -3%
BO
454
BRR OpCo
Ohio
$817K -$65.6K -564 -7%
KC
455
Kingfisher Capital
North Carolina
$815K -$16.4K -141 -2%
V
456
Veritable
Delaware
$815K -$14.9K -128 -2%
RW
457
RVW Wealth
California
$814K – – –
RA
458
RFG Advisory
Alabama
$811K -$303K -2,604 -27%
MIM
459
Moseley Investment Management
Florida
$804K +$12K +103 +2%
HB
460
Homrich & Berg
Georgia
$804K +$148K +1,275 +23%
BS
461
Boenning & Scattergood
Pennsylvania
$804K +$240K +2,065 +43%
EIG
462
Ellenbecker Investment Group
Wisconsin
$801K +$35.2K +303 +5%
PA
463
PFG Advisors
Arizona
$800K -$70.4K -606 -8%
CCM
464
Colorado Capital Management
Colorado
$797K -$4.65K -40 -0.6%
HDIM
465
Hanson & Doremus Investment Management
Vermont
$794K -$26.3K -226 -3%
DI
466
Disciplined Investments
Oklahoma
$793K +$790K +6,799 New
IFA
467
Interactive Financial Advisors
Illinois
$792K +$2.44K +21 +0.3%
WPC
468
White Pine Capital
Minnesota
$791K -$2.91K -25 -0.4%
BSW
469
Buckingham Strategic Wealth
Missouri
$787K -$241K -2,075 -24%
SCM
470
Smith Capital Management
Arkansas
$787K – – –
SCP
471
Silverleafe Capital Partners
Tennessee
$781K +$779K +6,702 New
RCA
472
Rowland Carmichael Advisors
Arizona
$778K -$101K -866 -11%
WF
473
Welch & Forbes
Massachusetts
$777K -$15.5K -133 -2%
CFGS
474
Concourse Financial Group Securities
Alabama
$774K +$330K +2,841 +75%
AWM
475
Aprio Wealth Management
Georgia
$766K +$764K +6,568 New
17 18
19
20 21