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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
A
601
AdvicePeriod
California
$262K +$261K +2,293 New
CBU
602
CIBC Bank USA
Illinois
$260K -$142K -1,251 -35%
NA
603
NewEdge Advisors
Louisiana
$259K +$11.7K +103 +5%
MWA
604
MFA Wealth Advisors
Pennsylvania
$259K +$261K +2,294 New
OCM
605
One Capital Management
California
$253K +$11.4K +100 +5%
FIM
606
Fernwood Investment Management
Massachusetts
$251K -$48.3K -425 -16%
CC
607
Cognios Capital
Kansas
$248K +$24.7K +217 +11%
CA
608
Clearstead Advisors
Ohio
$246K -$145K -1,277 -37%
RPGK
609
Retirement Planning Group (Kansas)
Kansas
$246K – – –
CFD
610
Creative Financial Designs
Indiana
$242K -$1.71M -15,013 -88%
LA
611
LexAurum Advisors
Kansas
$238K +$238K +2,095 New
MCM
612
Maple Capital Management
Vermont
$237K – – –
WT
613
Whittier Trust
California
$237K +$12.7K +112 +6%
SC
614
SouthState Corp
Florida
$237K +$28.8K +253 +14%
PGA
615
Portland Global Advisors
Maine
$235K – – –
FC
616
Forte Capital
New York
$232K +$232K +2,038 New
MCM
617
Mainstay Capital Management
Michigan
$231K +$231K +2,029 New
IIC
618
Ironwood Investment Counsel
Arizona
$228K -$18.9K -166 -8%
SCA
619
STALEY CAPITAL ADVISERS
Pennsylvania
$228K – – –
MWM
620
Modera Wealth Management
New Jersey
$226K -$139K -1,218 -38%
WIC
621
Whitegate Investment Counselors
New Hampshire
$223K +$222K +1,951 New
REMPR
622
Roof Eidam Maycock Peralta (REMP)
California
$222K – – –
CWA
623
Clarus Wealth Advisors
Arizona
$222K +$221K +1,942 New
RCA
624
Rex Capital Advisors
Rhode Island
$220K – – –
AWA
625
Arete Wealth Advisors
Illinois
$217K +$216K +1,898 New
23 24
25
26 27