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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
726
UMB Bank
Missouri
$315K -$9.3K -87 -3%
PIM
727
Penobscot Investment Management
Massachusetts
$314K -$240K -2,249 -43%
T
728
Tidemark
California
$312K -$20.4K -191 -6%
PIAS
729
PCA Investment Advisory Services
Ohio
$311K -$52.5K -491 -15%
WCFA
730
Walkner Condon Financial Advisors
Wisconsin
$310K -$39.5K -370 -11%
LIM
731
Leavell Investment Management
Alabama
$309K -$33.9K -317 -10%
JHCP
732
Jackson Hole Capital Partners
Oklahoma
$306K – – –
MPW
733
MGO Private Wealth
California
$306K -$43K -402 -12%
SFI
734
SPC Financial Inc
Maryland
$306K -$4.38K -41 -1%
JPLA
735
Joseph P. Lucia & Associates
New York
$305K -$29.9K -280 -9%
IFWM
736
Institute for Wealth Management
Colorado
$304K +$1.92K +18 +0.6%
WTC
737
WhitTier Trust Company
Nevada
$303K – – –
IAG
738
Investment Advisory Group
Massachusetts
$302K -$18.2K -170 -6%
BWM
739
Bulltick Wealth Management
Florida
$302K +$42.7K +400 +17%
SP
740
Successful Portfolios
Florida
$302K -$21.9K -205 -7%
TIM
741
Total Investment Management
Arizona
$302K -$50.8K -475 -14%
SIG
742
Stonegate Investment Group
Alabama
$301K – – –
AWA
743
Arkadios Wealth Advisors
Georgia
$301K +$299K +2,801 New
NC
744
Napatree Capital
Rhode Island
$301K -$26.7K -250 -8%
GLA
745
Good Life Advisors
Pennsylvania
$299K -$21K -197 -7%
C1AG
746
Client 1st Advisory Group
Florida
$298K +$23.4K +219 +9%
FIC
747
Family Investment Center
Missouri
$298K -$86.8K -812 -23%
SW
748
SlateStone Wealth
Florida
$294K – – –
JSW
749
Journey Strategic Wealth
New Jersey
$293K +$34.8K +326 +14%
PCMC
750
Paragon Capital Management (Colorado)
Colorado
$292K +$748 +7 +0.3%
28 29
30
31 32