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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
726
Klingman & Associates
New York
$243K +$16.8K +155 +8%
BFO
727
Boston Family Office
Massachusetts
$242K +$2.5K +23 +1%
BFC
728
Bedel Financial Consulting
Indiana
$241K +$1.41K +13 +0.6%
AWM
729
Angeles Wealth Management
California
$241K – – –
WCM
730
WealthBridge Capital Management
Ohio
$241K -$53.7K -494 -18%
JHCP
731
Jackson Hole Capital Partners
Oklahoma
$239K -$75K -690 -24%
PIM
732
Penobscot Investment Management
Massachusetts
$239K -$34.8K -320 -13%
GIA
733
Goodwin Investment Advisory
Georgia
$238K -$19K -175 -8%
DTC
734
Davidson Trust Company
Washington
$238K – – –
CCA
735
Cottonwood Capital Advisors
Utah
$237K -$58.6K -539 -20%
GFG
736
Goldstone Financial Group
Illinois
$235K -$15.8K -145 -6%
GCA
737
Gradient Capital Advisors
California
$234K – – –
VF
738
Vawter Financial
Ohio
$234K -$22.9K -211 -9%
KWA
739
Kingswood Wealth Advisors
California
$233K -$10.1K -93 -4%
WCAMG
740
Woodard & Company Asset Management Group
North Carolina
$232K – – –
CIAS
741
Capital Investment Advisory Services
North Carolina
$230K +$978 +9 +0.4%
TAM
742
Todd Asset Management
Kentucky
$228K – – –
MWM
743
Melfa Wealth Management
Massachusetts
$227K – – –
AWA
744
Acorn Wealth Advisors
Michigan
$226K -$1.41K -13 -0.6%
AWM
745
Accel Wealth Management
Iowa
$226K -$105K -966 -32%
CFO
746
Colony Family Offices
North Carolina
$225K +$14.5K +133 +7%
WB
747
Webster Bank
Connecticut
$224K – – –
FBC
748
Fairfield, Bush & Co
Connecticut
$224K – – –
BFG
749
Beacon Financial Group
Texas
$224K -$1.26M -11,613 -85%
VFPW
750
Vantage Financial Partners (Wisconsin)
Wisconsin
$222K +$13K +120 +6%
28 29
30
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