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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
701
Strategic Point Investment Advisors
Rhode Island
$256K – – –
VCP
702
Vista Capital Partners
Oregon
$256K -$2.61K -24 -1%
PPP
703
Private Portfolio Partners
New Jersey
$255K +$251K +2,312 New
QPWM
704
Quadrant Private Wealth Management
Pennsylvania
$255K +$251K +2,311 New
WWM
705
Whalen Wealth Management
Nevada
$255K +$6.19K +57 +3%
WCFA
706
Walkner Condon Financial Advisors
Wisconsin
$255K -$326 -3 -0.1%
TSWM
707
Tyler-Stone Wealth Management
Ohio
$254K +$122K +1,127 +96%
WPA
708
West Paces Advisors
Georgia
$254K -$16.9K -156 -6%
RWM
709
Ritholtz Wealth Management
New York
$254K +$4.67K +43 +2%
SC
710
Scotia Capital
Ontario, Canada
$253K -$151K -1,391 -38%
C1AG
711
Client 1st Advisory Group
Florida
$252K -$30.3K -279 -11%
JSW
712
Journey Strategic Wealth
New Jersey
$252K +$5.21K +48 +2%
MSFS
713
Main Street Financial Solutions
Pennsylvania
$252K -$16.5K -152 -6%
TCM
714
TD Capital Management
Tennessee
$252K +$5.11K +47 +2%
AWA
715
Aletheian Wealth Advisors
Washington
$251K -$34K -313 -12%
MBTD
716
Mechanics Bank - Trust Department
California
$251K -$757K -6,965 -75%
ATFA
717
All Terrain Financial Advisors
Minnesota
$249K -$20.1K -185 -8%
MFWP
718
Mosaic Family Wealth Partners
Missouri
$248K +$217 +2 +0.1%
RB
719
Rodgers Brothers
Pennsylvania
$248K – – –
DWM
720
Destination Wealth Management
California
$247K – – –
SFI
721
SPC Financial Inc
Maryland
$247K -$63.8K -587 -21%
WP
722
WealthShield Partners
North Carolina
$246K -$537K -4,943 -69%
OCPWS
723
One Charles Private Wealth Services
Massachusetts
$245K -$13.1K -121 -5%
CCFCSB
724
Cape Cod Five Cents Savings Bank
Massachusetts
$245K -$27.2K -250 -10%
NSIM
725
North Star Investment Management
Illinois
$245K -$5.65K -52 -2%
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29
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