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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
501
Diversify Advisory Services
Utah
$707K +$728K +6,584 New
JCM
502
J2 Capital Management
Michigan
$707K +$14.3K +129 +2%
CTA
503
Chesley Taft & Associates
Illinois
$705K -$41.5K -375 -6%
SC
504
Summa Corp
Texas
$704K – – –
GCM
505
Gambit Capital Management
Tennessee
$699K -$7.08K -64 -1%
MPW
506
MGO Private Wealth
California
$698K +$251K +2,267 +53%
CIA
507
Concurrent Investment Advisors
Florida
$695K -$61.5K -556 -8%
CHWM
508
Cauble & Harre Wealth Management
Missouri
$691K -$15.6K -141 -2%
CWM
509
Cornerstone Wealth Management
Missouri
$688K +$695K +6,285 New
FFG
510
Fiduciary Financial Group
California
$683K -$47.3K -428 -6%
RWI
511
Red Wave Investments
Pennsylvania
$681K -$11.6K -105 -2%
CCM
512
Charter Capital Management
Wisconsin
$673K – – –
TIA
513
Tiemann Investment Advisors
California
$667K – – –
FTS
514
Fifth Third Securities
Ohio
$667K -$6.41K -58 -0.9%
1L
515
10Elms LLP
Oklahoma
$659K +$150K +1,359 +29%
ACM
516
Avos Capital Management
Washington
$654K – – –
GHC
517
Great Hill Capital
New York
$653K -$11.1K -100 -2%
IPWA
518
International Private Wealth Advisors
California
$652K +$259K +2,342 +65%
WS
519
Wedbush Securities
California
$650K -$44.8K -405 -6%
JFGLC
520
Johnson Financial Group LLC (Colorado)
Colorado
$646K – – –
GT
521
Glenview Trust
Kentucky
$639K +$8.4K +76 +1%
GC
522
Gibson Capital
Pennsylvania
$639K – – –
ULWM
523
Upper Left Wealth Management
Florida
$637K +$112K +1,013 +21%
SL
524
Summitry LLC
California
$635K – – –
TFA
525
TrustWell Financial Advisors
Florida
$622K +$18.9K +171 +3%
19 20
21
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