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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
926
IEQ Capital
California
$267K -$387K -3,624 -59%
BBWP
927
Beacon Bridge Wealth Partners
Pennsylvania
$266K +$267K +2,496 New
BA
928
Bard Associates
Illinois
$264K – – –
FBC
929
Fairfield, Bush & Co
Connecticut
$264K – – –
JSL
930
JT Stratford LLC
Georgia
$264K -$264K -2,471 -50%
CWP
931
Concord Wealth Partners
Virginia
$264K +$107 +1 +0%
IP
932
Intellectus Partners
California
$261K +$37.7K +353 +17%
OWM
933
OneAscent Wealth Management
Alabama
$260K +$261K +2,441 New
FFA
934
Farther Finance Advisors
California
$259K +$260K +2,436 New
PPWP
935
Proquility Private Wealth Partners
Nevada
$259K -$38.2K -358 -13%
APG
936
Abacus Planning Group
South Carolina
$258K – – –
JSW
937
Journey Strategic Wealth
New Jersey
$257K +$5.13K +48 +2%
DWM
938
Destination Wealth Management
California
$257K -$5.23K -49 -2%
FSG
939
Financial Strategies Group
Michigan
$256K +$257K +2,409 New
EWM
940
Endowment Wealth Management
Wisconsin
$255K +$4.49K +42 +2%
PA
941
Parkside Advisors
California
$254K – – –
TBWA
942
Three Bridge Wealth Advisors
California
$254K +$1.71K +16 +0.7%
TFS
943
TrustCore Financial Services
Tennessee
$253K – – –
AIA
944
Acute Investment Advisory
Arizona
$252K +$253K +2,372 New
VCP
945
Vista Capital Partners
Oregon
$252K -$365K -3,418 -59%
SW
946
SlateStone Wealth
Florida
$251K +$252K +2,360 New
SFS
947
Summit Financial Strategies
Ohio
$250K -$126K -1,181 -33%
PWPS
948
Pinnacle Wealth Planning Services
Ohio
$250K -$47.6K -446 -16%
HT
949
HighTower Trust
Texas
$249K – – –
CHA
950
Cooper/Haims Advisors
New York
$249K – – –
36 37
38
39 40