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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
851
Crewe Advisors
Utah
$271K -$54.1K -500 -17%
IP
852
Intellectus Partners
California
$270K – – –
OCM
853
Objective Capital Management
Ohio
$270K -$112K -1,035 -30%
SCM
854
Spreng Capital Management
Ohio
$270K -$9.2K -85 -3%
SEA
855
Stegent Equity Advisors
Texas
$270K -$243K -2,244 -48%
IWP
856
Icon Wealth Partners
Texas
$269K +$263K +2,435 New
OWM
857
OneAscent Wealth Management
Alabama
$268K -$974 -9 -0.4%
APG
858
Abacus Planning Group
South Carolina
$268K – – –
OWA
859
Octavia Wealth Advisors
Ohio
$265K -$94.1K -870 -27%
PA
860
Parkside Advisors
California
$264K – – –
WCG
861
Weaver Consulting Group
California
$263K -$68.6K -634 -21%
RT
862
Rockland Trust
Massachusetts
$263K +$13.9K +128 +6%
JSW
863
Journey Strategic Wealth
New Jersey
$261K -$4.65K -43 -2%
EWM
864
Endowment Wealth Management
Wisconsin
$261K -$3.03K -28 -1%
EM
865
Excalibur Management
Massachusetts
$260K +$7.58K +70 +3%
VCP
866
Vista Capital Partners
Oregon
$259K -$2.06K -19 -0.8%
KOC
867
Koss-Olinger Consulting
Florida
$259K +$254K +2,347 New
DWM
868
Destination Wealth Management
California
$257K -$8.55K -79 -3%
CWP
869
Concord Wealth Partners
Virginia
$256K -$16.2K -150 -6%
OFG
870
Orcam Financial Group
California
$256K +$251K +2,321 New
SPIA
871
Strategic Point Investment Advisors
Rhode Island
$256K -$103K -950 -29%
TA
872
TFG Advisers
Michigan
$255K – – –
DP
873
Dearborn Partners
Illinois
$254K -$40.6K -375 -14%
MFG
874
Magnus Financial Group
New York
$254K – – –
OC
875
Oarsman Capital
Wisconsin
$254K -$40.4K -373 -14%
33 34
35
36 37