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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
601
Klingman & Associates
New York
$949K -$502K -4,700 -35%
WANY
602
Wealthspire Advisors (New York)
New York
$948K -$552K -5,166 -37%
WCM
603
Windham Capital Management
Massachusetts
$946K +$484K +4,530 +104%
SHJ
604
Sharkey, Howes & Javer
Colorado
$930K -$6.58M -61,638 -88%
CCB
605
Cutter & Co Brokerage
Missouri
$930K -$18.5K -173 -2%
SIC
606
Sigma Investment Counselors
Michigan
$929K -$327K -3,060 -26%
IUHSA
607
Itau Unibanco Holding S.A.
Brazil
$929K -$62.6K -586 -6%
CPA
608
Cardiff Park Advisors
California
$924K +$1.07K +10 +0.1%
MC
609
Minot Capital
Colorado
$911K – – –
BS
610
Boenning & Scattergood
Pennsylvania
$909K +$31.8K +298 +4%
AC
611
AWM Capital
Arizona
$908K -$115K -1,073 -11%
SC
612
Seldon Capital
California
$906K -$736K -6,888 -45%
FMWA
613
Forvis Mazars Wealth Advisors
Missouri
$904K – – –
B
614
Bellecapital
Switzerland
$901K – – –
CFG
615
Citizens Financial Group
Rhode Island
$894K +$650K +6,084 +262%
FPCP
616
Fort Point Capital Partners
California
$890K -$5.29M -49,507 -86%
DWM
617
Dakota Wealth Management
Florida
$884K -$656K -6,140 -43%
PCM
618
Parsons Capital Management
Rhode Island
$882K -$78.8K -738 -8%
LHWM
619
Lake Hills Wealth Management
Texas
$876K +$879K +8,230 New
BHWM
620
Bay Harbor Wealth Management
Maryland
$875K -$2.25M -21,109 -72%
BFG
621
Barber Financial Group
Kansas
$871K -$241K -2,255 -22%
LWM
622
Laidlaw Wealth Management
New York
$870K -$47.4K -444 -5%
CD
623
Chapin Davis
Maryland
$865K +$868K +8,127 New
PHIMC
624
Private Harbour Investment Management & Counsel
Ohio
$865K -$8.01K -75 -0.9%
DAM
625
Derbend Asset Management
Georgia
$858K -$11.3K -106 -1%
23 24
25
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