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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
926
Stonegate Investment Group
Alabama
$294K – – –
PCG
927
Prosperity Consulting Group
Maryland
$294K +$318K +2,807 New
PWPS
928
Pinnacle Wealth Planning Services
Ohio
$293K – – –
VBCG
929
Valley Brook Capital Group
Pennsylvania
$293K – – –
PPWP
930
Proquility Private Wealth Partners
Nevada
$292K -$102K -898 -24%
WT
931
Whittier Trust
California
$292K – – –
AIA
932
Alera Investment Advisors
Illinois
$292K +$315K +2,785 New
CA
933
CGN Advisors
Kansas
$289K +$312K +2,757 New
RWM
934
RBA Wealth Management
California
$288K -$19.8K -175 -6%
YWP
935
YorkBridge Wealth Partners
New York
$286K -$340 -3 -0.1%
KFI
936
Key Financial Inc
Pennsylvania
$285K -$121K -1,065 -28%
RWB
937
RMR Wealth Builders
New Jersey
$284K -$1.02K -9 -0.3%
GCA
938
Gradient Capital Advisors
California
$284K +$113 +1 +0%
PFO
939
Pathstone Family Office
New Jersey
$283K +$33.3K +294 +12%
BDF
940
Black Diamond Financial
Maryland
$283K +$7.47K +66 +3%
FCA
941
FLC Capital Advisors
California
$282K +$304K +2,685 New
BA
942
Bluesphere Advisors
Pennsylvania
$281K -$142K -1,250 -32%
DP
943
Dearborn Partners
Illinois
$281K -$21.7K -192 -7%
MA
944
Modus Advisors
Minnesota
$281K – – –
NYLIM
945
New York Life Investment Management
New York
$280K -$194K -1,711 -39%
OCM
946
One Capital Management
California
$280K -$13.5K -119 -4%
SCM
947
Spreng Capital Management
Ohio
$279K -$26K -230 -8%
OFG
948
OmniStar Financial Group
North Carolina
$279K +$2.49K +22 +0.8%
RWG
949
Regal Wealth Group
California
$278K -$4.13M -36,473 -93%
CBFP
950
Cedar Brook Financial Partners
Ohio
$276K -$188K -1,659 -39%
36 37
38
39 40