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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
726
D.B. Root & Company
Pennsylvania
$298K +$52.5K +418 +22%
ODIJL
727
One Day In July LLC
Vermont
$297K -$94.7K -754 -24%
FIM
728
Fernwood Investment Management
Massachusetts
$296K -$166K -1,324 -36%
CWA
729
Clarus Wealth Advisors
Arizona
$295K – – –
IIC
730
Ironwood Investment Counsel
Arizona
$293K +$39.9K +318 +16%
MHR
731
Matthew Hamilton Rosenberg
$293K +$152K +1,210 +109%
OCM
732
Oakwood Capital Management
California
$291K +$26.3K +209 +10%
SFG
733
Summit Financial Group
West Virginia
$290K – – –
CG
734
Colony Group
Massachusetts
$289K +$287K +2,284 New
FRA
735
Front Row Advisors
California
$288K +$126 +1 +0%
BSB
736
Bangor Savings Bank
Maine
$286K – – –
RPWA
737
Regent Peak Wealth Advisors
Georgia
$280K -$2.51K -20 -0.9%
JHCP
738
Jackson Hole Capital Partners
Oklahoma
$280K – – –
RPGK
739
Retirement Planning Group (Kansas)
Kansas
$273K – – –
OCM
740
One Capital Management
California
$272K -$208K -1,654 -43%
FFG
741
Fullen Financial Group
Ohio
$270K -$57.5K -458 -18%
MRC
742
Millburn Ridgefield Corp
New York
$269K +$88.7K +706 +50%
FSG
743
Financial Strategies Group
Michigan
$269K +$267K +2,124 New
FPCM
744
Financial Partners Capital Management
New York
$268K +$16K +127 +6%
PGFC
745
Peapack-Gladstone Financial Corp
New Jersey
$261K +$2.51K +20 +1%
AOWM
746
Alpha Omega Wealth Management
Virginia
$260K – – –
TAM
747
Todd Asset Management
Kentucky
$260K – – –
JLBC
748
J.L. Bainbridge & Co
Florida
$259K – – –
PJSIMP
749
P.J. Schmidt Investment Management (PJS)
Wisconsin
$259K +$258K +2,053 New
EFS
750
Essex Financial Services
Connecticut
$258K +$256K +2,036 New
28 29
30
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