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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
826
Excalibur Management
Massachusetts
$248K -$5.45K -50 -2%
BBWP
827
Beacon Bridge Wealth Partners
Pennsylvania
$247K -$24.9K -229 -9%
DAC
828
Dividend Assets Capital
South Carolina
$247K -$458K -4,202 -65%
EWM
829
Endowment Wealth Management
Wisconsin
$246K -$9.15K -84 -4%
HWM
830
Howard Wealth Management
Connecticut
$245K -$384K -3,530 -61%
WIM
831
Westside Investment Management
California
$244K -$112K -1,033 -31%
TWP
832
Tempus Wealth Planning
California
$244K -$62.4K -573 -20%
RGC
833
Roberts, Glore & Co
Illinois
$243K – – –
DP
834
Dearborn Partners
Illinois
$242K -$6.75K -62 -3%
SWP
835
Summit Wealth Partners
Florida
$241K -$25.3K -232 -9%
EHC
836
Everett Harris & Co
California
$241K – – –
SFS
837
Summit Financial Strategies
Ohio
$241K +$436 +4 +0.2%
WWM
838
Western Wealth Management
Colorado
$241K -$2.83K -26 -1%
DWM
839
Destination Wealth Management
California
$241K -$10.5K -96 -4%
FBC
840
Fairfield, Bush & Co
Connecticut
$240K -$27.2K -250 -10%
MIM
841
Moseley Investment Management
Florida
$238K -$3.27K -30 -1%
PWLP
842
Prio Wealth Limited Partnership
Massachusetts
$238K – – –
DAM
843
Derbend Asset Management
Georgia
$238K -$154K -1,416 -39%
LMKC
844
L.M. Kohn & Company
Ohio
$238K -$76.2K -700 -24%
TA
845
TrueWealth Advisors
Alabama
$237K -$55.9K -513 -19%
ABC
846
Associated Banc-Corp
Wisconsin
$237K -$4.25K -39 -2%
PBF
847
Petix & Botte Financial
California
$235K +$238K +2,188 New
TCM
848
TD Capital Management
Tennessee
$233K +$2.18K +20 +0.9%
GA
849
Greenspring Advisors
Maryland
$232K -$1.44M -13,268 -86%
NGA
850
Naples Global Advisors
Florida
$231K – – –
32 33
34
35 36