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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
501
Sidoxia Capital Management
California
$710K +$30.4K +275 +4%
DWM
502
Diversify Wealth Management
Utah
$707K -$67.5K -611 -8%
DAS
503
Diversify Advisory Services
Utah
$707K +$728K +6,584 New
JCM
504
J2 Capital Management
Michigan
$707K +$14.3K +129 +2%
CTA
505
Chesley Taft & Associates
Illinois
$705K -$41.5K -375 -6%
SC
506
Summa Corp
Texas
$704K – – –
GCM
507
Gambit Capital Management
Tennessee
$699K -$7.08K -64 -1%
MPW
508
MGO Private Wealth
California
$698K +$251K +2,267 +53%
CIA
509
Concurrent Investment Advisors
Florida
$695K -$61.5K -556 -8%
CHWM
510
Cauble & Harre Wealth Management
Missouri
$691K -$15.6K -141 -2%
CWM
511
Cornerstone Wealth Management
Missouri
$688K +$695K +6,285 New
FFG
512
Fiduciary Financial Group
California
$683K -$47.3K -428 -6%
RWI
513
Red Wave Investments
Pennsylvania
$681K -$11.6K -105 -2%
CCM
514
Charter Capital Management
Wisconsin
$673K – – –
TIA
515
Tiemann Investment Advisors
California
$667K – – –
FTS
516
Fifth Third Securities
Ohio
$667K -$6.41K -58 -0.9%
1L
517
10Elms LLP
Oklahoma
$659K +$150K +1,359 +29%
ACM
518
Avos Capital Management
Washington
$654K – – –
GHC
519
Great Hill Capital
New York
$653K -$11.1K -100 -2%
IPWA
520
International Private Wealth Advisors
California
$652K +$259K +2,342 +65%
WS
521
Wedbush Securities
California
$650K -$44.8K -405 -6%
JFGLC
522
Johnson Financial Group LLC (Colorado)
Colorado
$646K – – –
GT
523
Glenview Trust
Kentucky
$639K +$8.4K +76 +1%
GC
524
Gibson Capital
Pennsylvania
$639K – – –
ULWM
525
Upper Left Wealth Management
Florida
$637K +$112K +1,013 +21%
19 20
21
22 23