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iShares TIPS Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
701
Cyndeo Wealth Partners
Florida
$286K -$57.5K -518 -17%
WHCI
702
W.H. Cornerstone Investments
Massachusetts
$286K +$3.22K +29 +1%
4FG
703
4Thought Financial Group
New York
$283K -$2.88K -26 -1%
BBES
704
Buffalo Business & Estate Services
New York
$283K +$285K +2,573 New
WP
705
WealthSpring Partners
California
$282K +$285K +2,567 New
CIC
706
Carnegie Investment Counsel
Ohio
$281K -$2.77K -25 -1%
MT
707
Midwest Trust
Kansas
$280K -$24.6K -222 -8%
GJIA
708
Glass Jacobson Investment Advisors
Maryland
$280K +$4.21K +38 +2%
GIA
709
Gladstone Institutional Advisory
Florida
$279K -$89.3K -805 -24%
Brown Advisory
710
Brown Advisory
Maryland
$279K -$24.4K -220 -8%
AWM
711
Angeles Wealth Management
California
$277K
DTC
712
Davidson Trust Company
Washington
$276K +$32.3K +291 +13%
PCMC
713
Paragon Capital Management (Colorado)
Colorado
$275K
LOWM
714
Laurel Oak Wealth Management
New Jersey
$274K +$276K +2,491 New
AG
715
AlTi Global
New York
$272K +$333 +3 +0.1%
CPA
716
Compass Planning Associates
Massachusetts
$271K +$3K +27 +1%
SAM
717
Strategy Asset Managers
California
$270K -$14.8K -133 -5%
WA
718
WESPAC Advisors
California
$270K +$273K +2,457 New
SSW
719
Stone Summit Wealth
Florida
$270K -$345K -3,107 -56%
WTC
720
WhitTier Trust Company
Nevada
$269K
SWA
721
Stratos Wealth Advisors
Ohio
$269K -$55.7K -502 -17%
GWM
722
GSB Wealth Management
Connecticut
$266K -$13.3K -120 -5%
DWM
723
DKM Wealth Management
California
$265K
FDW
724
Fourth Dimension Wealth
Ohio
$265K -$3.11K -28 -1%
BPWM
725
Badgley Phelps Wealth Managers
Washington
$265K +$32.8K +296 +14%