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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
601
Novak Financial Planning
Maryland
$721K +$713K +5,649 New
CCM
602
Colorado Capital Management
Colorado
$717K -$66.2K -525 -9%
VCP
603
Vista Capital Partners
Oregon
$717K +$11K +87 +2%
WCG
604
Weaver Consulting Group
California
$712K -$342K -2,710 -33%
CAS
605
Coppell Advisory Solutions
Texas
$710K +$701K +5,559 New
GG
606
Gofen & Glossberg
Illinois
$701K – – –
BPB
607
Badgley, Phelps & Bell
Washington
$701K +$148K +1,175 +27%
MWM
608
Maltin Wealth Management
New Jersey
$700K -$44.8K -355 -6%
AWM
609
AllSquare Wealth Management
New York
$699K – – –
FWM
610
Focused Wealth Management
New York
$693K +$2.52K +20 +0.4%
KWMG
611
King Wealth Management Group
Florida
$691K +$6.31K +50 +0.9%
PFS
612
Prospera Financial Services
Texas
$690K +$254K +2,013 +59%
CWA
613
Centennial Wealth Advisory
Michigan
$689K +$681K +5,400 New
BIM
614
Baldwin Investment Management
Pennsylvania
$683K – – –
FNC
615
First National Corp
Massachusetts
$674K -$3.78K -30 -0.6%
AIM
616
Anchor Investment Management
South Carolina
$670K -$25.2K -200 -4%
BFA
617
Beacon Financial Advisory
Ohio
$670K +$91.4K +725 +16%
SC
618
Savant Capital
Illinois
$668K -$324K -2,569 -33%
AFIA
619
America First Investment Advisors
Nebraska
$668K -$185K -1,464 -22%
DI
620
Disciplined Investments
Oklahoma
$667K +$25.2K +200 +4%
MFS
621
McNamara Financial Services
Massachusetts
$662K – – –
KF
622
Krilogy Financial
Missouri
$660K +$424K +3,365 +186%
WAS
623
Wealth Advisory Solutions
Indiana
$659K -$24.7K -196 -4%
GC
624
Grace Capital
Massachusetts
$659K +$453K +3,590 +228%
BA
625
Ballew Advisors
Mississippi
$659K +$656K +5,204 New
23 24
25
26 27