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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
751
BerganKDV Wealth Management
Minnesota
$19K +$18.4K +164 New
RFWA
752
RPg Family Wealth Advisory
Massachusetts
$19K -$15.6K -139 -45%
MPPLM
753
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$18K – – –
1IA
754
1834 Investment Advisors
Wisconsin
$17K -$23.5K -209 -58%
CHP
755
Cable Hill Partners
Oregon
$17K -$6.62K -59 -28%
ADL
756
Asset Dedication LLC
California
$17K – – –
CAGAS
757
Capital Advisory Group Advisory Services
Minnesota
$17K – – –
KJWM
758
Kiley Juergens Wealth Management
Washington
$17K +$17.3K +154 New
FCMT
759
Founders Capital Management (Texas)
Texas
$16K -$22.4K -200 -59%
DAM
760
Delta Asset Management
Tennessee
$15K – – –
GTAM
761
Global Trust Asset Management
Florida
$14K +$2.25K +20 +19%
FFW
762
Fusion Family Wealth
New York
$13K – – –
POIA
763
Pin Oak Investment Advisors
Texas
$12K -$3.82K -34 -24%
SIS
764
Sound Income Strategies
Florida
$12K -$1.35K -12 -10%
FFC
765
First Financial Corp
Indiana
$12K – – –
AF
766
Arrow Financial
New York
$11K – – –
CFG
767
Citizens Financial Group
Rhode Island
$11K – – –
PCTC
768
Perkins Coie Trust Company
Washington
$11K – – –
SWP
769
Strategic Wealth Partners
Ohio
$11K – – –
PCP
770
Proficio Capital Partners
Massachusetts
$11K +$10.9K +97 New
CFA
771
Camarda Financial Advisors
Florida
$9K – – –
JWA
772
JFS Wealth Advisors
Pennsylvania
$9K +$9.31K +83 New
HS
773
Horan Securities
United States
$7K -$19.4K -173 -72%
AWM
774
Aevitas Wealth Management
Massachusetts
$7K – – –
GWS
775
Glassman Wealth Services
Virginia
$6K – – –
29 30
31
32 33