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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
701
Renasant Bank
Mississippi
$447K +$441K +3,500 New
MGIA
702
Moneta Group Investment Advisors
Missouri
$446K +$95.7K +759 +28%
CAM
703
Cresset Asset Management
Illinois
$442K +$19.8K +157 +5%
GC
704
Gilbert & Cook
Iowa
$441K -$6.05K -48 -1%
PPWP
705
Proquility Private Wealth Partners
Nevada
$440K +$435K +3,448 New
SFPM
706
Sensible Financial Planning & Management
Massachusetts
$439K +$56.9K +451 +15%
RWB
707
RMR Wealth Builders
New Jersey
$435K -$178K -1,411 -29%
MWM
708
Modera Wealth Management
New Jersey
$435K +$430K +3,408 New
BA
709
Ballast Advisors
Minnesota
$429K +$90.4K +717 +27%
RMA
710
Roffman Miller Associates
Pennsylvania
$427K – – –
BAS
711
Brown Advisory Securities
Maryland
$422K – – –
AAM
712
Advisors Asset Management
Colorado
$418K +$505 +4 +0.1%
FIM
713
Fernwood Investment Management
Massachusetts
$416K +$116K +923 +39%
CA
714
Claro Advisors
Massachusetts
$412K -$7.06K -56 -2%
AWA
715
Acorn Wealth Advisors
Michigan
$410K -$7.44K -59 -2%
SCM
716
Spreng Capital Management
Ohio
$407K -$3.15K -25 -0.8%
HTC
717
Haverford Trust Company
Pennsylvania
$407K – – –
AC
718
Abbrea Capital
California
$407K +$3.78K +30 +1%
ZIM
719
Zacks Investment Management
Illinois
$407K +$50.8K +403 +14%
FT
720
Fiduciary Trust
Massachusetts
$406K -$281K -2,225 -41%
MWM
721
Mattern Wealth Management
Kansas
$406K -$35.6K -282 -8%
YWP
722
YorkBridge Wealth Partners
New York
$405K -$126K -1,000 -24%
SAM
723
Secure Asset Management
Michigan
$405K +$28.5K +226 +8%
H
724
Hexavest
Quebec, Canada
$404K – – –
SXL
725
Summit X LLC
Missouri
$403K +$399K +3,165 New
27 28
29
30 31