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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
526
Alpha Omega Wealth Management
Virginia
$287K – – –
CIC
527
Carnegie Investment Counsel
Ohio
$286K -$41.8K -367 -13%
DC
528
Davenport & Co
Virginia
$286K +$30.6K +269 +12%
SRC
529
Shufro Rose & Co
New York
$282K – – –
ACP
530
Aveo Capital Partners
Colorado
$280K -$72.4K -636 -20%
SIAP
531
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$280K – – –
FPCG
532
Fort Pitt Capital Group
Pennsylvania
$279K – – –
WAM
533
Wealthspire Advisors (Maryland)
Maryland
$277K -$419K -3,682 -60%
NWP
534
Northstar Wealth Partners
Connecticut
$277K -$172K -1,514 -38%
SF
535
Synovus Financial
Georgia
$274K -$251K -2,206 -48%
GFPC
536
Global Financial Private Capital
Florida
$273K +$273K +2,399 New
CFA
537
Carroll Financial Associates
North Carolina
$270K -$56.2K -494 -17%
MVIP
538
Mar Vista Investment Partners
California
$265K – – –
SCA
539
Sage Capital Advisors
South Dakota
$263K +$28.9K +254 +12%
GP
540
Girard Partners
Pennsylvania
$262K +$41.2K +362 +19%
MWM
541
Merriman Wealth Management
Washington
$261K +$262K +2,301 New
PP
542
Palladium Partners
Virginia
$254K -$163K -1,431 -39%
BI
543
Bramshill Investments
Florida
$254K +$39.6K +348 +18%
TC
544
Trust Company
Kansas
$253K -$193K -1,696 -43%
NA
545
NewEdge Advisors
Louisiana
$246K -$1.14K -10 -0.5%
IIC
546
Ironwood Investment Counsel
Arizona
$246K +$1.82K +16 +0.7%
SG
547
StoneX Group
New York
$245K -$64K -562 -21%
RPGK
548
Retirement Planning Group (Kansas)
Kansas
$245K – – –
OCM
549
One Capital Management
California
$241K +$241K +2,120 New
SCM
550
Shelton Capital Management
Colorado
$240K -$6.83K -60 -3%
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