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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
626
NorthLanding Financial Partners
New York
$538K -$580K -5,323 -52%
KFA
627
Kelleher Financial Advisors
New York
$538K – – –
SIC
628
Sigma Investment Counselors
Michigan
$537K -$52.7K -484 -9%
CSPIA
629
Cary Street Partners Investment Advisory
Virginia
$534K -$50.3K -462 -9%
AI
630
Auour Investments
Massachusetts
$534K +$541K +4,964 New
SFPG
631
Stonebridge Financial Planning Group
Florida
$533K -$1.05M -9,632 -66%
MIM
632
Merrion Investment Management
New Jersey
$533K – – –
WC
633
Waterloo Capital
Texas
$531K +$170K +1,565 +46%
GFPC
634
Global Financial Private Client
Florida
$530K -$57.2K -525 -10%
KWMG
635
King Wealth Management Group
Florida
$526K -$1.52K -14 -0.3%
AWM
636
Avior Wealth Management
Nebraska
$525K -$52.2K -479 -9%
EAM
637
Evanson Asset Management
California
$523K +$10.2K +94 +2%
NEWAS
638
N.E.W. Advisory Services
Wisconsin
$520K -$88.8K -815 -14%
RCI
639
RS Crum Inc
California
$518K +$4.46K +41 +0.9%
MWM
640
Moulton Wealth Management
Washington
$517K -$9.47K -87 -2%
MFA
641
Mayflower Financial Advisors
Massachusetts
$517K – – –
MCCP
642
Mission Creek Capital Partners
California
$516K +$4.14K +38 +0.8%
SGK
643
Steigerwald Gordon & Koch
Virginia
$515K -$561K -5,148 -52%
SVWAG
644
Sound View Wealth Advisors Group
Georgia
$513K – – –
WAM
645
Walker Asset Management
Missouri
$511K -$2.72K -25 -0.5%
BP
646
Ballentine Partners
Massachusetts
$510K -$83.5K -767 -14%
SB
647
Strategic Blueprint
Georgia
$510K -$53.9K -495 -9%
HL
648
HeadInvest LLC
Maine
$506K – – –
EP
649
Edgestream Partners
New Jersey
$505K +$511K +4,690 New
PEA
650
Park Edge Advisors
Ohio
$503K +$104K +954 +26%
24 25
26
27 28