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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
701
Carnegie Investment Counsel
Ohio
$356K -$141K -1,315 -28%
WHCI
702
W.H. Cornerstone Investments
Massachusetts
$356K -$118K -1,108 -25%
MIS
703
Morningstar Investment Services
Illinois
$353K -$71.3K -667 -17%
OFG
704
Oxford Financial Group
Indiana
$352K -$244K -2,284 -41%
NS
705
NBC Securities
Alabama
$352K -$226K -2,119 -39%
JFG
706
JMG Financial Group
Illinois
$351K +$91.1K +853 +35%
SFS
707
Summit Financial Strategies
Ohio
$351K +$22.7K +212 +7%
HDIM
708
Hanson & Doremus Investment Management
Vermont
$349K -$140K -1,314 -29%
VA
709
Valmark Advisers
Ohio
$345K -$104K -973 -23%
WP
710
Westmount Partners
California
$345K +$9.83K +92 +3%
CWS
711
Cypress Wealth Services
California
$345K -$5.24K -49 -2%
COCM
712
Charter Oak Capital Management
New Hampshire
$344K -$29.4K -275 -8%
WJWM
713
Williams Jones Wealth Management
New York
$343K +$20.6K +193 +6%
SFFS
714
Stonehage Fleming Financial Services
Jersey
$341K +$51K +477 +17%
AWP
715
Avid Wealth Partners
Texas
$333K +$331K +3,096 New
SAW
716
Signal Advisors Wealth
Michigan
$331K -$101K -941 -23%
KFGK
717
Keystone Financial Group (Kentucky)
Kentucky
$328K -$26.5K -248 -8%
BAM
718
Belpointe Asset Management
Nevada
$325K -$82.5K -772 -20%
SMWM
719
Silvia McColl Wealth Management
California
$323K – – –
WC
720
Waterloo Capital
Texas
$323K -$29.4K -275 -8%
CAL
721
Capital Analysts LLC
Pennsylvania
$322K -$16.2K -152 -5%
KA
722
Klingman & Associates
New York
$321K -$40.1K -375 -11%
JCM
723
Janney Capital Management
Pennsylvania
$317K -$26.1K -244 -8%
GWANC
724
Guardian Wealth Advisors (North Carolina)
North Carolina
$316K +$315K +2,945 New
MG
725
Mather Group
Illinois
$315K -$49.6K -464 -14%
27 28
29
30 31