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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
726
Compass Planning Associates
Massachusetts
$275K +$4.53K +41 +2%
DTC
727
Davidson Trust Company
Washington
$275K – – –
PNFS
728
PW Nova Financial Services
Pennsylvania
$274K +$277K +2,505 New
PCMC
729
Paragon Capital Management (Colorado)
Colorado
$274K – – –
VVP
730
Venture Visionary Partners
Ohio
$273K +$2.1K +19 +0.8%
WP
731
WealthSpring Partners
California
$272K +$11.6K +105 +4%
CAG
732
Csenge Advisory Group
Florida
$271K -$43.9K -397 -14%
SAM
733
Smartleaf Asset Management
Massachusetts
$271K – – –
KWMG
734
King Wealth Management Group
Florida
$271K -$10.2K -92 -4%
FWMP
735
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$270K -$16.8K -152 -6%
CWP
736
Cyndeo Wealth Partners
Florida
$270K +$12.8K +116 +5%
AG
737
AlTi Global
New York
$268K +$553 +5 +0.2%
PA
738
Prairie Advisory
Kansas
$267K +$269K +2,437 New
CFO
739
Colony Family Offices
North Carolina
$265K – – –
MAG
740
Mokosak Advisory Group
Iowa
$265K +$4.31K +39 +2%
AWA
741
American Wealth Advisors
Georgia
$265K +$4.42K +40 +2%
DWM
742
DKM Wealth Management
California
$264K – – –
GJIA
743
Glass Jacobson Investment Advisors
Maryland
$264K +$9.84K +89 +4%
IWA
744
IVC Wealth Advisors
Pennsylvania
$263K -$46K -416 -15%
SFFS
745
Stonehage Fleming Financial Services
Jersey
$263K – – –
CHC
746
City Holding Co
West Virginia
$263K +$155K +1,400 +140%
WRPWM
747
Werba Rubin Papier Wealth Management
California
$261K +$3.1K +28 +1%
EWA
748
EverSource Wealth Advisors
Alabama
$260K +$214K +1,934 +437%
GWM
749
GSB Wealth Management
Connecticut
$259K – – –
SAM
750
Strategy Asset Managers
California
$258K -$9.73K -88 -4%
28 29
30
31 32