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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1001
Strategies Wealth Advisors
Michigan
$399K +$398K +3,089 New
SCM
1002
Spreng Capital Management
Ohio
$399K – – –
CFO
1003
Colony Family Offices
North Carolina
$391K – – –
GL
1004
GHE LLC
Tennessee
$390K +$389K +3,020 New
CPO
1005
Cerity Partners OCIO
New York
$389K +$58.8K +456 +18%
BFPW
1006
BOK Financial Private Wealth
Colorado
$388K +$387K +3,000 New
CF
1007
Centaurus Financial
California
$387K -$9.54K -74 -2%
OWA
1008
Octavia Wealth Advisors
Ohio
$382K +$92.6K +718 +32%
MA
1009
Modus Advisors
Minnesota
$380K – – –
WAM
1010
WealthTrust Asset Management
Florida
$380K +$379K +2,941 New
AOWM
1011
Alpha Omega Wealth Management
Virginia
$378K +$121K +935 +46%
PFA
1012
Plotkin Financial Advisors
Maryland
$378K -$1.21M -9,352 -76%
RWM
1013
RBA Wealth Management
California
$376K +$376K +2,914 New
GSIS
1014
Global Strategic Investment Solutions
Arizona
$375K -$68.9K -534 -16%
ABC
1015
Associated Banc-Corp
Wisconsin
$372K – – –
WW
1016
Westshore Wealth
California
$371K -$28K -217 -7%
EAM
1017
Empirical Asset Management
Massachusetts
$367K +$367K +2,843 New
CIA
1018
Choate Investment Advisors
Massachusetts
$366K -$106K -824 -23%
OIA
1019
Optimum Investment Advisors
Illinois
$366K -$5.42K -42 -1%
CCA
1020
Catalyst Capital Advisors
New York
$365K -$451K -3,498 -55%
CCA
1021
Cottonwood Capital Advisors
Utah
$362K +$361K +2,800 New
PWPS
1022
Pinnacle Wealth Planning Services
Ohio
$362K +$361K +2,801 New
SIG
1023
Stonegate Investment Group
Alabama
$362K +$361K +2,801 New
MFG
1024
MidWestOne Financial Group
Iowa
$359K – – –
PMA
1025
Prudent Man Advisors
Illinois
$359K – – –
39 40
41
42 43