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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
751
Avidian Wealth Enterprises
Texas
$274K -$88.4K -831 -24%
C1AG
752
Client 1st Advisory Group
Florida
$274K -$22.9K -215 -8%
LNWWM
753
Laird Norton Wetherby Wealth Management
California
$273K +$8.19K +77 +3%
MA
754
MKT Advisors
California
$271K -$22.8K -214 -8%
AG
755
AlTi Global
New York
$270K +$38.4K +361 +17%
WSFS
756
Wilmington Savings Fund Society
Delaware
$269K – – –
WFA
757
WMG Financial Advisors
Tennessee
$266K +$319 +3 +0.1%
PIM
758
Penobscot Investment Management
Massachusetts
$265K -$46.7K -439 -15%
BA
759
Bard Associates
Illinois
$265K – – –
OIA
760
Optimum Investment Advisors
Illinois
$265K +$22.9K +215 +10%
CCFCSB
761
Cape Cod Five Cents Savings Bank
Massachusetts
$264K -$283K -2,663 -52%
WPA
762
West Paces Advisors
Georgia
$262K – – –
TWM
763
Tradition Wealth Management
Minnesota
$262K -$3.3K -31 -1%
ATFA
764
All Terrain Financial Advisors
Minnesota
$260K -$5.95K -56 -2%
MSFS
765
Main Street Financial Solutions
Pennsylvania
$260K -$24.1K -227 -9%
ATC
766
Argent Trust Co
Tennessee
$259K – – –
CA
767
Continuum Advisory
Idaho
$259K -$16.1K -151 -6%
CAS
768
Coppell Advisory Solutions
Texas
$258K +$257K +2,419 New
LSIA
769
LaSalle St. Investment Advisors
Illinois
$257K +$21.4K +201 +9%
NCFG
770
New Century Financial Group
New Jersey
$256K +$255K +2,398 New
NS
771
NBC Securities
Alabama
$255K -$94.6K -890 -27%
WT
772
Whittier Trust
California
$254K +$198K +1,858 +355%
OFG
773
Orcam Financial Group
California
$251K +$1.06K +10 +0.4%
GA
774
Greenspring Advisors
Maryland
$251K – – –
OCPWS
775
One Charles Private Wealth Services
Massachusetts
$250K +$213 +2 +0.1%
29 30
31
32 33