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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
AFWM
601
Abich Financial Wealth Management
Virginia
$389K +$386K +3,496 New
CFP
602
Cascade Financial Partners
California
$388K – – –
DAS
603
Dynamic Advisor Solutions
Arizona
$386K -$638K -5,773 -62%
AIP
604
Ameritas Investment Partners
Nebraska
$385K -$135K -1,225 -26%
PFGIA
605
Patriot Financial Group Insurance Agency
Massachusetts
$385K +$5.41K +49 +1%
PFG
606
Pinnacle Financial Group
Illinois
$382K -$29.8K -270 -7%
FA
607
Flagstar Advisors
New York
$382K -$244K -2,212 -39%
MTC
608
Matrix Trust Company
Colorado
$381K -$81.6K -739 -18%
STA
609
Shade Tree Advisors
New York
$378K – – –
WAG
610
Wallace Advisory Group
California
$377K -$1.97M -17,847 -84%
ML
611
McAdam LLC
Pennsylvania
$376K +$20.8K +188 +6%
SMDAM
612
Sumitomo Mitsui DS Asset Management
Japan
$375K +$52.3K +473 +16%
VA
613
Valmark Advisers
Ohio
$374K -$11.8K -107 -3%
GIA
614
Gladstone Institutional Advisory
Florida
$372K +$21.4K +194 +6%
IWA
615
IVC Wealth Advisors
Pennsylvania
$372K -$125K -1,127 -25%
BHWM
616
Bar Harbor Wealth Management
New Hampshire
$371K +$4.42K +40 +1%
IPWA
617
International Private Wealth Advisors
California
$370K – – –
CAG
618
Csenge Advisory Group
Florida
$368K -$1.32M -11,914 -78%
BFA
619
Beacon Financial Advisory
Ohio
$368K -$3.87K -35 -1%
SFP
620
Shepherd Financial Partners
Massachusetts
$367K -$193K -1,749 -35%
BWP
621
BSW Wealth Partners
Colorado
$365K +$363K +3,282 New
WP
622
Westmount Partners
California
$360K – – –
AW
623
Alteri Wealth
California
$355K +$45.3K +410 +15%
LSIA
624
LaSalle St. Investment Advisors
Illinois
$354K -$33.5K -303 -9%
AFG
625
Atomi Financial Group
New York
$354K -$702K -6,353 -67%
23 24
25
26 27