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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWD
801
Clarity Wealth Development
Oregon
$207K +$208K +1,918 New
BCM
802
Buckhead Capital Management
Georgia
$206K – – –
WP
803
WealthShield Partners
North Carolina
$204K -$33.9K -313 -14%
WCM
804
WealthBridge Capital Management
Ohio
$203K -$29.8K -275 -13%
WAM
805
Wernau Asset Management
Massachusetts
$203K +$206K +1,904 New
TYCC
806
Texas Yale Capital Corp
Florida
$202K – – –
OFP
807
OFC Financial Planning
New Jersey
$202K +$206K +1,900 New
CAC
808
Certified Advisory Corp
Florida
$202K +$541 +5 +0.3%
SS
809
Sunbelt Securities
Texas
$202K -$737K -6,805 -78%
PTC
810
Private Trust Company
Ohio
$202K -$252K -2,332 -55%
PIA
811
Powell Investment Advisors
Florida
$201K – – –
BDF
812
Black Diamond Financial
Maryland
$201K +$2.92K +27 +1%
SFS
813
Summit Financial Strategies
Ohio
$201K +$204K +1,884 New
LFA
814
LifeGuide Financial Advisors
Pennsylvania
$200K +$204K +1,881 New
VCM
815
Viewpoint Capital Management
Washington
$197K – – –
PH
816
Pinnacle Holdings
Oklahoma
$195K -$1.19K -11 -0.6%
RTL
817
Red Tortoise LLC
Georgia
$192K +$866 +8 +0.4%
SWA
818
SOA Wealth Advisors
New York
$190K -$16.1K -149 -8%
TH
819
TCTC Holdings
Texas
$183K +$5.41K +50 +3%
MTC
820
Matrix Trust Company
Colorado
$182K -$127K -1,176 -41%
IWA
821
Icon Wealth Advisors
Texas
$174K -$866 -8 -0.5%
AG
822
AmeriFlex Group
Nevada
$170K +$171K +1,576 New
MWA
823
Medallion Wealth Advisors
Connecticut
$163K +$162K +1,495 New
AA
824
AlphaMark Advisors
Kentucky
$157K -$51.4K -475 -24%
VWWMG
825
Vermillion & White Wealth Management Group
Pennsylvania
$157K +$1.73K +16 +1%
31 32
33
34 35