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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
701
NWF Advisory Services
California
$295K -$758 -7 -0.3%
FIC
702
Family Investment Center
Missouri
$295K +$541 +5 +0.2%
RWP
703
RWA Wealth Partners
Massachusetts
$293K -$326K -3,009 -52%
COCM
704
Charter Oak Capital Management
New Hampshire
$293K +$108 +1 +0%
SAM
705
Strategy Asset Managers
California
$291K +$296K +2,730 New
4FG
706
4Thought Financial Group
New York
$291K +$3.14K +29 +1%
ABLA
707
Alan B. Lancz & Associates
Ohio
$290K – – –
PCMC
708
Paragon Capital Management (Colorado)
Colorado
$289K – – –
OP
709
ORG Partners
Indiana
$289K -$7.69K -71 -3%
SAM
710
S.A. Mason
Michigan
$287K – – –
IA
711
IFG Advisory
Georgia
$285K +$290K +2,678 New
FAG
712
Fortitude Advisory Group
Washington
$283K -$64.4K -595 -18%
IFWM
713
Institute for Wealth Management
Colorado
$283K -$4.11K -38 -1%
KWA
714
Kingswood Wealth Advisors
California
$280K +$55.3K +511 +24%
MCM
715
Mainstay Capital Management
Michigan
$279K -$1.84K -17 -0.6%
IAG
716
Investment Advisory Group
Massachusetts
$279K -$21.7K -200 -7%
HGWM
717
Horst & Graben Wealth Management
Oregon
$277K -$163K -1,506 -37%
PL
718
Plancorp LLC
Missouri
$276K – – –
NCTC
719
New Covenant Trust Company
Indiana
$274K -$2.06K -19 -0.7%
LA
720
LexAurum Advisors
Kansas
$273K +$3.03K +28 +1%
WCM
721
Windsor Capital Management
Arizona
$273K -$49.7K -459 -15%
CA
722
Continuum Advisory
Idaho
$266K -$14.5K -134 -5%
FNWA
723
Financial Network Wealth Advisors
Utah
$266K -$634K -5,858 -70%
AG
724
AlTi Global
New York
$266K -$1.52K -14 -0.6%
UBP
725
Union Bancaire Privee
Switzerland
$259K +$290K +2,675 New
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