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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
676
VestGen Advisors
Illinois
$298K +$296K +2,678 New
AFG
677
ABLE Financial Group
Arizona
$297K -$2.1K -19 -0.7%
HPBT
678
Hickory Point Bank & Trust
Illinois
$296K – – –
RFN
679
RDA Financial Network
Iowa
$296K -$25.6K -232 -8%
4FG
680
4Thought Financial Group
New York
$289K -$2.1K -19 -0.7%
SFFS
681
Stonehage Fleming Financial Services
Jersey
$289K -$19.8K -179 -6%
SAM
682
Strategy Asset Managers
California
$288K -$2.21K -20 -0.8%
CFFP
683
Center for Financial Planning
Michigan
$287K – – –
CIC
684
Carnegie Investment Counsel
Ohio
$287K -$202K -1,830 -42%
WHCI
685
W.H. Cornerstone Investments
Massachusetts
$286K +$27.3K +247 +11%
OFG
686
Orcam Financial Group
California
$285K +$773 +7 +0.3%
CIR
687
Clear Investment Research
Georgia
$283K -$415K -3,754 -60%
AT
688
Avalon Trust
New Mexico
$283K +$90.9K +823 +48%
GWM
689
GSB Wealth Management
Connecticut
$282K -$119K -1,075 -30%
NCTC
690
New Covenant Trust Company
Indiana
$281K – – –
IAG
691
Investment Advisory Group
Massachusetts
$280K -$10.5K -95 -4%
AWM
692
Angeles Wealth Management
California
$280K – – –
GJIA
693
Glass Jacobson Investment Advisors
Maryland
$279K +$27.6K +250 +11%
PCMC
694
Paragon Capital Management (Colorado)
Colorado
$278K -$23.9K -216 -8%
CFP
695
Curran Financial Partners
South Carolina
$278K -$2.52M -22,785 -90%
FHB
696
First Hawaiian Bank
Hawaii
$277K +$6.74K +61 +3%
OPA
697
Old Port Advisors
Maine
$276K -$25.9K -234 -9%
AG
698
AlTi Global
New York
$275K +$110 +1 +0%
FHC
699
First Heartland Consultants
Missouri
$272K +$270K +2,448 New
CPA
700
Compass Planning Associates
Massachusetts
$272K +$2.65K +24 +1%
26 27
28
29 30