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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
751
Sowell Financial Services
Arkansas
$205K +$71.8K +618 +54%
GLLW
752
Graves Light Lenhart Wealth
Virginia
$202K +$116 +1 +0.1%
JWS
753
Juncture Wealth Strategies
Arizona
$201K -$14.5K -125 -7%
PV
754
Private Vista
Illinois
$201K – – –
PH
755
Pinnacle Holdings
Oklahoma
$201K – – –
OPS
756
Orion Portfolio Solutions
Nebraska
$200K +$199K +1,716 New
TL
757
TrueWealth LLC
Georgia
$198K +$233 +2 +0.1%
SNT
758
Security National Trust
West Virginia
$197K -$23.3K -200 -11%
WEC
759
Winslow Evans & Crocker
Massachusetts
$186K – – –
RBC
760
Roble Belko & Company
Pennsylvania
$182K – – –
CFA
761
Carroll Financial Associates
North Carolina
$180K -$3.37K -29 -2%
GFPC
762
Global Financial Private Capital
Florida
$178K -$67.2K -578 -27%
EW
763
Element Wealth
Mississippi
$175K +$174K +1,498 New
AIC
764
Archer Investment Corporation
Indiana
$167K +$68K +585 +69%
EFSCE
765
Enterprise Financial Services Corp (EFSC)
Missouri
$161K – – –
CL
766
CSS LLC
Illinois
$159K – – –
OAM
767
Oppenheimer Asset Management
New York
$157K +$2.91K +25 +2%
HIA
768
Harbor Investment Advisory
Maryland
$156K +$156K +1,340 New
FDCDDQ
769
Federation des caisses Desjardins du Quebec
Quebec, Canada
$153K +$48.5K +417 +46%
GI
770
Gradient Investments
Minnesota
$152K +$27.4K +236 +22%
MIFH
771
Migdal Insurance & Financial Holdings
Israel
$151K – – –
CL
772
Cabana LLC
Arkansas
$146K +$146K +1,255 New
NL
773
NVWM LLC
Pennsylvania
$140K -$49.9K -429 -26%
LJHT
774
Laurie J. Hall Trustee
$140K – – –
CAL
775
Capital Analysts LLC
Pennsylvania
$140K +$1.74K +15 +1%
29 30
31
32 33