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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
701
Karp Capital Management
California
$63K -$3.08M -28,246 -98%
RWA
702
Ropes Wealth Advisors
Massachusetts
$62K – – –
HCM
703
Highlander Capital Management
New Jersey
$58K – – –
NCM
704
New Capital Management
Texas
$57K -$27.8K -255 -33%
SFPIA
705
Stevens First Principles Investment Advisors
California
$56K -$437 -4 -0.8%
CDIA
706
Capital Directions Investment Advisors
Georgia
$56K – – –
FNBOSM
707
First National Bank of South Miami
Florida
$55K +$54K +495 New
MSFP
708
Mark Sheptoff Financial Planning
Connecticut
$54K – – –
SFSG
709
Stearns Financial Services Group
North Carolina
$54K +$218 +2 +0.4%
WP
710
WealthShield Partners
North Carolina
$53K -$5.46K -50 -9%
MFT
711
Moisand Fitzgerald Tamayo
Florida
$52K -$20.7K -190 -29%
AIA
712
Alera Investment Advisors
Illinois
$50K +$49.6K +454 New
FANJ
713
Financial Architects (New Jersey)
New Jersey
$47K -$8.95K -82 -16%
FMII
714
Farmers & Merchants Investments Inc
Nebraska
$47K – – –
PFGIA
715
Patriot Financial Group Insurance Agency
Massachusetts
$47K +$20.4K +187 +78%
TJHA
716
Thomas J. Herzfeld Advisors
Florida
$45K – – –
PG
717
Patten Group
Tennessee
$44K -$110K -1,009 -72%
QCIG
718
Quad-Cities Investment Group
Iowa
$44K +$873 +8 +2%
LWM
719
Liberty Wealth Management
California
$44K +$44.1K +404 New
VFA
720
Valeo Financial Advisors
Indiana
$43K -$8.73K -80 -17%
BWM
721
Baystate Wealth Management
Massachusetts
$39K -$36K -330 -48%
PGWM
722
Parisi Gray Wealth Management
New Jersey
$38K – – –
EWM
723
Executive Wealth Management
Michigan
$38K +$38K +348 New
EWA
724
ERTS Wealth Advisors
Michigan
$37K +$37.1K +340 New
TRCT
725
Tower Research Capital (TRC)
New York
$32K +$32.2K +295 New
27 28
29
30 31