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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
876
Prio Wealth Limited Partnership
Massachusetts
$226K -$3.81K -36 -2%
RGF
877
Retirement Guys Formula
Ohio
$225K +$12.4K +117 +6%
ABC
878
Associated Banc-Corp
Wisconsin
$225K -$4.02K -38 -2%
EWM
879
Endowment Wealth Management
Wisconsin
$225K -$12.6K -119 -5%
WWM
880
Windsor Wealth Management
Indiana
$221K +$2.22K +21 +1%
BFC
881
Bedel Financial Consulting
Indiana
$220K +$2.12K +20 +1%
NB
882
NBT Bank
New York
$220K -$72.4K -684 -24%
CSWM
883
Cassady Schiller Wealth Management
Ohio
$219K -$222K -2,095 -50%
WAS
884
WESPAC Advisors SoCal
California
$218K – – –
RWP
885
Ridgecrest Wealth Partners
California
$218K -$57.2K -541 -20%
ITIM
886
Indiana Trust & Investment Management
Indiana
$217K +$221K +2,089 New
TWP
887
Tempus Wealth Planning
California
$216K -$19.5K -184 -8%
EWM
888
Evercore Wealth Management
New York
$215K +$219K +2,074 New
BIP
889
Blueprint Investment Partners
North Carolina
$215K +$219K +2,069 New
TAM
890
Todd Asset Management
Kentucky
$214K – – –
VA
891
Vident Advisory
Georgia
$213K +$217K +2,052 New
RT
892
Rockland Trust
Massachusetts
$212K -$1.06K -10 -0.5%
DP
893
Dearborn Partners
Illinois
$212K -$21.2K -200 -9%
RWM
894
RBA Wealth Management
California
$212K -$9.52K -90 -4%
OWM
895
OneAscent Wealth Management
Alabama
$211K +$216K +2,037 New
NAM
896
NTV Asset Management
West Virginia
$211K – – –
GWP
897
Gateway Wealth Partners
Wisconsin
$210K +$215K +2,028 New
OCM
898
Objective Capital Management
Ohio
$210K +$11.7K +111 +6%
PWPS
899
Pinnacle Wealth Planning Services
Ohio
$209K +$5.4K +51 +3%
KBC
900
Key Bridge Compliance
$209K +$213K +2,015 New
34 35
36
37 38