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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
651
Wilbanks Smith & Thomas Asset Management
Virginia
$206K -$23.2K -200 -10%
BMM
652
Berkshire Money Management
Massachusetts
$202K – – –
A
653
AdvicePeriod
California
$201K -$234K -2,017 -54%
GLLW
654
Graves Light Lenhart Wealth
Virginia
$201K -$86.9K -749 -30%
PH
655
Pinnacle Holdings
Oklahoma
$200K +$15.4K +133 +8%
MWM
656
Modera Wealth Management
New Jersey
$200K -$1.28K -11 -0.6%
PV
657
Private Vista
Illinois
$200K +$201K +1,728 New
LFG
658
Larson Financial Group
Missouri
$197K -$24.7K -213 -11%
TL
659
TrueWealth LLC
Georgia
$197K +$348 +3 +0.2%
NL
660
NVWM LLC
Pennsylvania
$190K -$15.8K -136 -8%
WEC
661
Winslow Evans & Crocker
Massachusetts
$186K – – –
BFEC
662
Benjamin F. Edwards & Company
Missouri
$185K +$16.9K +146 +10%
SF
663
Synovus Financial
Georgia
$185K +$126K +1,084 +216%
CFA
664
Carroll Financial Associates
North Carolina
$183K -$35.4K -305 -16%
RBC
665
Roble Belko & Company
Pennsylvania
$181K – – –
WCM
666
Wealthcare Capital Management
Virginia
$176K -$27.9K -240 -14%
EFSCE
667
Enterprise Financial Services Corp (EFSC)
Missouri
$160K – – –
CL
668
CSS LLC
Illinois
$158K – – –
FA
669
Fortis Advisors
Pennsylvania
$154K +$19.9K +171 +15%
OAM
670
Oppenheimer Asset Management
New York
$154K +$154K +1,326 New
MIFH
671
Migdal Insurance & Financial Holdings
Israel
$151K – – –
SFSIG
672
San Francisco Sentry Investment Group
California
$148K +$49.3K +425 +50%
LJHT
673
Laurie J. Hall Trustee
$140K – – –
CAL
674
Capital Analysts LLC
Pennsylvania
$138K -$27.4K -236 -17%
AIM
675
Advantage Investment Management
Iowa
$133K -$30.4K -262 -19%
25 26
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