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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1001
Salem Investment Counselors
North Carolina
$102K – – –
BDWM
1002
Brewin Dolphin Wealth Management
Ireland
$101K – – –
PMAS
1003
PNC Managed Account Solutions
Texas
$101K +$99.9K +786 New
CWA
1004
Clearview Wealth Advisors
Oregon
$100K +$14K +110 +16%
TWA
1005
TCI Wealth Advisors
Arizona
$99K -$8.51K -67 -8%
BCM
1006
Bourgeon Capital Management
Connecticut
$97K – – –
HFS
1007
HBC Financial Services
Washington
$97K – – –
TFA
1008
Transamerica Financial Advisors
Florida
$94K +$1.65K +13 +2%
GAM
1009
Gemmer Asset Management
California
$91K +$1.27K +10 +1%
PGWM
1010
Parisi Gray Wealth Management
New Jersey
$90K +$88.8K +699 New
RCM
1011
Robinson Capital Management
Michigan
$89K +$34.9K +275 +65%
FCMT
1012
Founders Capital Management (Texas)
Texas
$88K +$69.9K +550 +393%
CFA
1013
Carroll Financial Associates
North Carolina
$87K -$762 -6 -0.9%
ST
1014
Smithfield Trust
Pennsylvania
$86K – – –
TC
1015
Trust Company
Kansas
$86K – – –
CA
1016
Clearstead Advisors
Ohio
$83K – – –
EWA
1017
Evolution Wealth Advisors
Florida
$81K – – –
RIM
1018
Rockbridge Investment Management
New York
$80K – – –
BWA
1019
BDO Wealth Advisors
Florida
$80K +$63K +496 +384%
BCV
1020
Banque Cantonale Vaudoise
Switzerland
$77K -$1.45M -11,412 -95%
CIAS
1021
CBIZ Investment Advisory Services
Ohio
$77K – – –
HR
1022
Howe & Rusling
New York
$74K -$42.1K -331 -36%
KPCM
1023
Kings Point Capital Management
New York
$71K – – –
BWM
1024
BerganKDV Wealth Management
Minnesota
$71K +$48.7K +383 +221%
GA
1025
GoalVest Advisory
New York
$71K +$70.3K +553 New
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