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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
626
Copperleaf Capital
North Carolina
$571K +$583K +5,509 New
AWM
627
AllSquare Wealth Management
New York
$568K – – –
PIM
628
Penobscot Investment Management
Massachusetts
$566K -$225K -2,125 -28%
WC
629
Whitney & Co
New York
$561K – – –
TSS
630
Two Sigma Securities
New York
$559K +$17.2K +163 +3%
RFN
631
RDA Financial Network
Iowa
$555K -$294K -2,775 -34%
WOSD
632
WFA of San Diego
California
$551K -$8.15K -77 -1%
SCP
633
Syntal Capital Partners
Texas
$546K – – –
AT
634
American Trust
Kentucky
$540K -$486K -4,592 -47%
BIM
635
Baldwin Investment Management
Pennsylvania
$539K – – –
CIR
636
Clear Investment Research
Georgia
$539K -$9.1K -86 -2%
EPM
637
Elm Partners Management
Pennsylvania
$539K +$12.3K +116 +2%
FNT
638
First National Trust
Pennsylvania
$536K -$23.8K -225 -4%
FDCDDQ
639
Federation des caisses Desjardins du Quebec
Quebec, Canada
$532K – – –
SL
640
SWMG LLC
Texas
$530K +$247K +2,333 +84%
SFM
641
Signet Financial Management
New Jersey
$527K -$36.6K -346 -6%
HWM
642
HB Wealth Management
Georgia
$527K -$227K -2,147 -30%
CAP
643
Columbia Advisory Partners
Washington
$524K -$10.6K -100 -2%
SFA
644
Sequoia Financial Advisors
Ohio
$523K -$40.5K -383 -7%
GT
645
Glenview Trust
Kentucky
$523K +$65.4K +618 +14%
WANY
646
Wealthspire Advisors (New York)
New York
$521K +$48.3K +456 +10%
KFA
647
Kelleher Financial Advisors
New York
$519K – – –
AI
648
Auour Investments
Massachusetts
$510K -$741 -7 -0.1%
BAM
649
Belpointe Asset Management
Nevada
$509K +$51.5K +487 +11%
CPIG
650
Chicago Partners Investment Group
Illinois
$507K -$315K -2,981 -38%
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