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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
901
Ironwood Financial
Arizona
$7K – – –
RCM
902
Rain Capital Management
Oregon
$7K +$5.96K +49 +700%
EI
903
Ellevest Inc
New York
$7K +$6.44K +53 New
MIM
904
Macroview Investment Management
Maryland
$7K +$6.57K +54 +1,080%
VNA
905
Valley National Advisers
Pennsylvania
$6K – – –
VCM
906
Vigilant Capital Management
Maine
$6K +$5.59K +46 New
IRC
907
Investors Research Corp
Georgia
$5K – – –
MAM
908
Meeder Asset Management
Ohio
$5K +$4.86K +40 +4,000%
HFA
909
HC Financial Advisors
California
$4K – – –
MM
910
Main Management
California
$4K – – –
LWA
911
Lenox Wealth Advisors
New York
$4K +$3.53K +29 New
CAAS
912
Capital Asset Advisory Services
Michigan
$3K – – –
FMTCOCP
913
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K – – –
LFG
914
LifePlan Financial Group
Ohio
$3K – – –
OC
915
Oakworth Capital
Alabama
$3K +$3.28K +27 New
SWA
916
Sutton Wealth Advisors
Florida
$2.46K +$243 +2 +11%
GIP
917
Granite Investment Partners
California
$2K -$610K -5,017 -100%
MSFP
918
Mark Sheptoff Financial Planning
Connecticut
$2K -$37.9K -312 -95%
FWP
919
FAS Wealth Partners
Kansas
$1K – – –
JWA
920
JFS Wealth Advisors
Pennsylvania
$1K – – –
LWM
921
Lenox Wealth Management
Ohio
$1K – – –
NC
922
NewSquare Capital
Pennsylvania
$1K – – –
PCFFS
923
Pacific Center for Financial Services
California
$1K – – –
SIS
924
Sound Income Strategies
Florida
$1K – – –
JG
925
Jefferies Group
New York
– -$24.2M -205,000 Closed
35 36
37
38 39