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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
676
Mathes Company
New York
$374K – – –
MGIA
677
Moneta Group Investment Advisors
Missouri
$374K +$171K +1,610 +85%
ACA
678
Aptus Capital Advisors
Alabama
$373K -$26.9K -253 -7%
CFP
679
Cascade Financial Partners
California
$373K -$21.3K -200 -5%
GL
680
GHE LLC
Tennessee
$371K – – –
WSC
681
Wellington Shields & Co
New York
$369K – – –
WJWM
682
Williams Jones Wealth Management
New York
$368K +$26.5K +249 +8%
ACM
683
Advisors Capital Management
New Jersey
$365K +$363K +3,416 New
WA
684
Wambolt & Associates
Colorado
$364K -$37.1K -349 -9%
PEA
685
Park Edge Advisors
Ohio
$362K +$3.3K +31 +0.9%
CCM
686
Coldstream Capital Management
Washington
$358K -$4.04K -38 -1%
FUBT
687
First United Bank & Trust
Maryland
$358K -$39.7K -373 -10%
FAG
688
Fortitude Advisory Group
Washington
$358K -$9.04K -85 -2%
PL
689
Plancorp LLC
Missouri
$357K +$532 +5 +0.1%
IPWA
690
International Private Wealth Advisors
California
$356K – – –
PCWA
691
Pacific Capital Wealth Advisors
California
$353K +$319K +3,004 +995%
OFG
692
Oxford Financial Group
Indiana
$352K +$1.81K +17 +0.5%
JFG
693
JMG Financial Group
Illinois
$348K -$851 -8 -0.2%
HDIM
694
Hanson & Doremus Investment Management
Vermont
$345K -$1.7K -16 -0.5%
CIC
695
Carnegie Investment Counsel
Ohio
$344K -$10.6K -100 -3%
WP
696
Westmount Partners
California
$343K +$2.66K +25 +0.8%
SFS
697
Summit Financial Strategies
Ohio
$343K -$5.95K -56 -2%
COCM
698
Charter Oak Capital Management
New Hampshire
$341K -$1.28K -12 -0.4%
JWBC
699
J.W. Burns & Co
New York
$340K -$15.9K -150 -5%
OP
700
ORG Partners
Indiana
$340K +$339K +3,185 New
26 27
28
29 30