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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
751
Security National Trust
West Virginia
$207K – – –
PWA
752
Physician Wealth Advisors
Utah
$207K +$200K +1,642 New
CCMG
753
Clark Capital Management Group
Pennsylvania
$206K -$3.53K -29 -2%
IF
754
Intrua Financial
Texas
$206K +$200K +1,645 New
PCM
755
Pennsylvania Capital Management
Pennsylvania
$206K +$204K +1,674 New
PP
756
Professional Planning
California
$206K +$204K +1,674 New
GLLW
757
Graves Light Lenhart Wealth
Virginia
$206K +$204K +1,678 New
JWS
758
Juncture Wealth Strategies
Arizona
$205K +$202K +1,665 New
WAM
759
Weatherly Asset Management
California
$205K +$203K +1,670 New
CWM
760
Cornerstone Wealth Management
Missouri
$204K -$77.6K -638 -28%
MA
761
Modus Advisors
Minnesota
$204K -$32.3K -266 -14%
MWM
762
Minot Wealth Management
Massachusetts
$204K +$201K +1,657 New
SXL
763
Summit X LLC
Missouri
$203K +$201K +1,651 New
BFM
764
Boston Financial Management
Massachusetts
$201K – – –
LA
765
Legacy Advisors
Pennsylvania
$200K +$197K +1,624 New
TL
766
TrueWealth LLC
Georgia
$196K +$122 +1 +0.1%
RBC
767
Roble Belko & Company
Pennsylvania
$192K – – –
EW
768
Element Wealth
Mississippi
$184K – – –
HWA
769
HHM Wealth Advisors
Tennessee
$179K +$45.8K +377 +35%
MRC
770
Millburn Ridgefield Corp
New York
$174K +$114K +940 +197%
CMBA
771
C.M. Bidwell & Associates
Hawaii
$172K -$49.8K -410 -23%
TIM
772
Tortoise Investment Management
New York
$162K +$49.8K +410 +45%
MIFH
773
Migdal Insurance & Financial Holdings
Israel
$158K – – –
AIC
774
Archer Investment Corporation
Indiana
$157K – – –
CTC
775
Central Trust Company
Missouri
$153K -$86.1K -708 -36%
29 30
31
32 33