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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
576
EQ Wealth Advisors
Texas
$445K – – –
IFWM
577
Institute for Wealth Management
Colorado
$443K +$218K +1,973 +98%
AI
578
Auour Investments
Massachusetts
$440K -$5.97K -54 -1%
CWMGO
579
Capstone Wealth Management Group (Oregon)
Oregon
$433K +$430K +3,889 New
FWA
580
FSM Wealth Advisors
Ohio
$426K -$1.1K -10 -0.3%
AAS
581
Ameritas Advisory Services
Nebraska
$419K -$187K -1,697 -31%
JAG
582
Journey Advisory Group
Kentucky
$418K -$5.52K -50 -1%
SWM
583
Silverlake Wealth Management
Vermont
$413K +$221 +2 +0.1%
MC
584
Moors & Cabot
Massachusetts
$412K -$2.32K -21 -0.6%
HR
585
Hardy Reed
Mississippi
$411K -$25K -226 -6%
RCAG
586
Rehmann Capital Advisory Group
Michigan
$411K +$2.65K +24 +0.7%
EAM
587
Evanson Asset Management
California
$411K +$994 +9 +0.2%
MFA
588
Mayflower Financial Advisors
Massachusetts
$410K -$2.65K -24 -0.6%
CL
589
CLG LLC
California
$409K +$221 +2 +0.1%
WOSD
590
WFA of San Diego
California
$407K – – –
SAG
591
SageView Advisory Group
California
$406K +$2.1K +19 +0.5%
CWA
592
Capital Wealth Alliance
Arizona
$405K +$402K +3,639 New
PHS
593
Pekin Hardy Strauss
Illinois
$400K -$60.8K -550 -13%
PSC
594
Prentiss Smith & Co
Vermont
$397K – – –
EPAM
595
Evelyn Partners Asset Management
$397K -$66.3K -600 -14%
SP
596
Successful Portfolios
Florida
$397K +$88.4K +800 +29%
VR
597
Valued Retirements
Texas
$394K – – –
HWM
598
HB Wealth Management
Georgia
$393K -$15K -136 -4%
TWM
599
TCFG Wealth Management
California
$393K -$11.8K -107 -3%
NFG
600
Nations Financial Group
Iowa
$392K -$32.3K -292 -8%
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24
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