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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
JHP
451
James Hambro & Partners
United Kingdom
$881K +$884K +7,985 New
CFB
452
Cullen/Frost Bankers
Texas
$878K -$27.4K -248 -3%
PWG
453
Portside Wealth Group
Utah
$857K -$37.5K -339 -4%
FHA
454
Flagship Harbor Advisors
Massachusetts
$852K +$1.33K +12 +0.2%
KF
455
Kelsey Financial
California
$851K +$15.2K +137 +2%
VT
456
Vise Technologies
New York
$846K – – –
TBA
457
Tower Bridge Advisors
Pennsylvania
$836K +$839K +7,578 New
DWP
458
Daymark Wealth Partners
Ohio
$826K -$6.2K -56 -0.7%
AI
459
Atria Investments
North Carolina
$823K -$314K -2,836 -28%
CWGL
460
Cedrus Wealth Group LLC
Minnesota
$817K +$18.8K +170 +2%
CD
461
Chapin Davis
Maryland
$815K -$25.8K -233 -3%
CCMG
462
Clark Capital Management Group
Pennsylvania
$810K -$3.76K -34 -0.5%
VAG
463
VisionPoint Advisory Group
Texas
$808K +$54.6K +493 +7%
TA
464
TFB Advisors
Kansas
$808K -$195K -1,758 -19%
DWM
465
Diversify Wealth Management
Utah
$801K +$267K +2,411 +50%
KFA
466
Kelleher Financial Advisors
New York
$797K – – –
CAL
467
Capital Analysts LLC
Pennsylvania
$784K -$56.9K -514 -7%
NL
468
NVWM LLC
Pennsylvania
$784K +$580K +5,240 +282%
WSC
469
Wellington Shields & Co
New York
$780K – – –
BPC
470
Banque Pictet & Cie
Switzerland
$778K – – –
PFGIA
471
Patriot Financial Group Insurance Agency
Massachusetts
$772K +$389K +3,513 +101%
FF
472
Farrell Financial
New York
$767K -$18.7K -169 -2%
IFA
473
Interactive Financial Advisors
Illinois
$764K +$34.9K +315 +5%
RF
474
Rossby Financial
Florida
$764K +$147K +1,327 +24%
CIA
475
Concurrent Investment Advisors
Florida
$762K +$110K +992 +17%
17 18
19
20 21