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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
776
SevenBridge Financial Group
Pennsylvania
$2K – – –
VNA
777
Valley National Advisers
Pennsylvania
$2K – – –
NC
778
NewSquare Capital
Pennsylvania
$2K +$1.93K +17 New
GSC
779
G&S Capital
Colorado
$2K +$2.27K +20 New
BAM
780
Barrett Asset Management
New York
$1K -$5.69K -50 -83%
NR
781
Newfound Research
Massachusetts
$1K -$114 -1 -11%
MIM
782
Macroview Investment Management
Maryland
$1K – – –
PCFFS
783
Pacific Center for Financial Services
California
$1K – – –
FCAS
784
First Command Advisory Services
Texas
$1K +$910 +8 New
JWA
785
JFS Wealth Advisors
Pennsylvania
$1K +$1.02K +9 New
TF
786
Tompkins Financial
New York
$1K +$1.25K +11 New
PFA
787
Pure Financial Advisors
California
– -$57.8M -508,658 Closed
ICOA
788
Investment Centers of America
North Dakota
– -$8.76M -77,202 Closed
CLOS
789
Compagnie Lombard Odier SCmA
Switzerland
– -$8.11M -71,420 Closed
HFS
790
HL Financial Services
Kentucky
– -$3.43M -30,198 Closed
EF
791
Empirical Finance
Pennsylvania
– -$2.81M -24,703 Closed
BAM
792
Broadmark Asset Management
California
– -$2.79M -24,583 Closed
NPC
793
National Planning Corporation
California
– -$2.76M -24,308 Closed
WP
794
WealthPLAN Partners
Nebraska
– -$1.97M -17,376 Closed
SB
795
Simmons Bank
Arkansas
– -$1.8M -15,850 Closed
WCA
796
Westover Capital Advisors
Delaware
– -$1.52M -13,374 Closed
BSAM
797
Blue Sky Asset Management
Colorado
– -$1.35M -11,800 Closed
TNB
798
Thomasville National Bank
Georgia
– -$733K -6,450 Closed
RW
799
Rand Wealth
Maryland
– -$571K -5,025 Closed
PFS
800
Prospera Financial Services
Texas
– -$538K -4,738 Closed
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32
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