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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
851
Sequoia Financial Advisors
Ohio
$350K -$2.67K -21 -0.8%
PMG
852
ProVise Management Group
Florida
$347K +$345K +2,714 New
FMW
853
Farr Miller & Washington
District of Columbia
$346K – – –
RGC
854
Roberts, Glore & Co
Illinois
$344K – – –
ODG
855
O'Dell Group
Ohio
$343K +$340K +2,680 New
CA
856
CGN Advisors
Kansas
$342K +$99.2K +781 +41%
EM
857
Excalibur Management
Massachusetts
$339K -$6.35K -50 -2%
FPCG
858
Fort Pitt Capital Group
Pennsylvania
$335K +$332K +2,614 New
SFI
859
SPC Financial Inc
Maryland
$334K -$21K -165 -6%
LPIC
860
LeJeune Puetz Investment Counsel
Michigan
$333K +$127 +1 +0%
AI
861
AdvisorShares Investments
Maryland
$333K +$330K +2,598 New
SWIG
862
Strategic Wealth Investment Group
Kentucky
$333K +$331K +2,604 New
SNT
863
Security National Trust
West Virginia
$332K – – –
MWM
864
Mission Wealth Management
California
$331K -$64.8K -510 -16%
LFF
865
Level Four Financial
Texas
$330K – – –
RA
866
RFG Advisory
Alabama
$330K +$69K +543 +27%
AWM
867
Adams Wealth Management
Utah
$328K +$51.6K +406 +19%
PG
868
Patten Group
Tennessee
$327K -$173K -1,360 -35%
LWM
869
Liberty Wealth Management
California
$327K +$295K +2,321 +992%
PWM
870
PRW Wealth Management
Massachusetts
$327K +$324K +2,554 New
TFS
871
TrustCore Financial Services
Tennessee
$326K – – –
BA
872
Bard Associates
Illinois
$324K – – –
SCP
873
Syntal Capital Partners
Texas
$324K – – –
NNP
874
Nachman Norwood & Parrott
South Carolina
$322K – – –
JPLA
875
Joseph P. Lucia & Associates
New York
$321K -$5.08K -40 -2%
33 34
35
36 37