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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
901
Destination Wealth Management
California
$343K +$347K +2,690 New
MWM
902
Mission Wealth Management
California
$342K +$11.5K +89 +3%
EM
903
Excalibur Management
Massachusetts
$338K – – –
NEGWA
904
New England Guild Wealth Advisors
Connecticut
$338K +$68.7K +533 +25%
MIS
905
Morningstar Investment Services
Illinois
$335K -$193K -1,493 -36%
EW
906
Emerson Wealth
Michigan
$335K +$111K +858 +4%
LBC
907
Lowe Brockenbrough & Co
Virginia
$335K +$338K +2,625 New
SNT
908
Security National Trust
West Virginia
$332K – – –
LPIC
909
LeJeune Puetz Investment Counsel
Michigan
$332K +$258 +2 +0.1%
LFF
910
Level Four Financial
Texas
$330K – – –
LWM
911
Loveless Wealth Management
Montana
$328K +$331K +2,571 New
CPO
912
Cerity Partners OCIO
New York
$326K +$84.2K +653 +34%
BA
913
Bard Associates
Illinois
$323K – – –
TPA
914
Trivium Point Advisory
Connecticut
$322K +$325K +2,519 New
CCMG
915
Clark Capital Management Group
Pennsylvania
$320K -$99.2K -769 -23%
JPLA
916
Joseph P. Lucia & Associates
New York
$320K – – –
WWM
917
WJ Wealth Management
Arizona
$319K +$77.4K +600 +32%
CFO
918
CVA Family Office
Colorado
$318K -$996K -7,721 -75%
FBC
919
Fairfield, Bush & Co
Connecticut
$317K -$73.1K -567 -19%
4FG
920
4Thought Financial Group
New York
$315K +$27.5K +213 +9%
BDF
921
Black Diamond Financial
Maryland
$313K -$84.5K -655 -21%
MAM
922
McLean Asset Management
Virginia
$312K +$3.61K +28 +1%
CWA
923
Clearview Wealth Advisors
Oregon
$311K +$213K +1,652 +212%
APG
924
Abacus Planning Group
South Carolina
$310K – – –
AWM
925
Adams Wealth Management
Utah
$309K -$18.2K -141 -6%
35 36
37
38 39