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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
701
Key Financial Inc
Pennsylvania
$220K -$17.4K -148 -7%
FCFC
702
First Citizens Financial Corp
Iowa
$220K – – –
ODIJL
703
One Day In July LLC
Vermont
$219K -$204K -1,731 -48%
MWM
704
Modera Wealth Management
New Jersey
$219K -$40.8K -346 -16%
MWM
705
Meridian Wealth Management
Kentucky
$219K +$2.24K +19 +1%
JWCA
706
J.W. Cole Advisors
Florida
$216K -$4.42M -37,487 -95%
CG
707
Colony Group
Massachusetts
$215K -$866K -7,351 -80%
OCM
708
Oakwood Capital Management
California
$215K +$215K +1,822 New
PV
709
Private Vista
Illinois
$214K +$9.89K +84 +5%
CMBA
710
C.M. Bidwell & Associates
Hawaii
$213K -$52.2K -443 -20%
SIAP
711
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$212K -$31.2K -265 -13%
BFIM
712
Beese Fulmer Investment Management
Ohio
$212K – – –
TFA
713
Transamerica Financial Advisors
Florida
$210K -$11K -93 -5%
PWM
714
PBMares Wealth Management
Virginia
$209K +$209K +1,770 New
CAM
715
Concorde Asset Management
Michigan
$207K -$156K -1,325 -43%
MC
716
Moors & Cabot
Massachusetts
$206K -$4.83K -41 -2%
AIS
717
Accurate Investment Solutions
Pennsylvania
$203K +$202K +1,717 New
PH
718
Pinnacle Holdings
Oklahoma
$202K -$1.18K -10 -0.6%
CCMG
719
Clark Capital Management Group
Pennsylvania
$201K -$9.89K -84 -5%
OFW
720
Omnia Family Wealth
Florida
$201K +$201K +1,706 New
VVP
721
Venture Visionary Partners
Ohio
$200K -$29.3K -249 -13%
SWM
722
Shakespeare Wealth Management
Wisconsin
$200K +$200K +1,700 New
SNT
723
Security National Trust
West Virginia
$199K – – –
LFG
724
Larson Financial Group
Missouri
$197K -$23.9K -203 -11%
CFA
725
Carroll Financial Associates
North Carolina
$194K +$11.2K +95 +6%
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