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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
551
Hardin Capital Partners
South Carolina
$544K -$27.1K -245 -5%
SWM
552
Spire Wealth Management
Virginia
$543K -$7.52M -67,985 -93%
JIC
553
Johnson Investment Counsel
Ohio
$538K +$540K +4,875 New
PHIMC
554
Private Harbour Investment Management & Counsel
Ohio
$536K -$5.53K -50 -1%
BHWM
555
Bar Harbor Wealth Management
New Hampshire
$533K +$106K +956 +25%
DG
556
DMC Group
Alabama
$531K -$162K -1,466 -23%
ULWM
557
Upper Left Wealth Management
Florida
$531K -$6.64K -60 -1%
AA
558
Ancora Advisors
Ohio
$529K – – –
EPM
559
Elm Partners Management
Pennsylvania
$528K -$36.4K -329 -6%
TPWA
560
TRUE Private Wealth Advisors
Oregon
$527K -$2.55K -23 -0.5%
AL
561
Aspiriant LLC
California
$526K +$43.5K +393 +9%
MA
562
Mezzasalma Advisors
New Jersey
$525K -$4.61M -41,656 -90%
VCP
563
Verus Capital Partners
Arizona
$521K +$12.3K +111 +2%
CT
564
Caldwell Trust
Florida
$521K -$87.9K -794 -14%
CWP
565
Corepath Wealth Partners
Arizona
$521K – – –
GCP
566
Gill Capital Partners
Colorado
$520K – – –
CWM
567
Clearview Wealth Management
California
$517K +$518K +4,682 New
1L
568
10Elms LLP
Oklahoma
$515K +$66.6K +602 +15%
DSC
569
Duncker Streett & Co
Missouri
$515K -$303K -2,742 -37%
LCAM
570
London & Capital Asset Management
United Kingdom
$511K -$14.1K -127 -3%
SR
571
Syntax Research
Florida
$511K – – –
MBI
572
May Barnhard Investments
Maryland
$510K – – –
LIA
573
Lynx Investment Advisory
District of Columbia
$507K +$202K +1,825 +66%
LFIA
574
Legacy Financial Independent Advisors
Kentucky
$504K +$506K +4,570 New
PRAG
575
Portfolio Resources Advisor Group
Florida
$504K +$2.1K +19 +0.4%
21 22
23
24 25