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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
BCPWM
1026
Bradley & Co Private Wealth Management
Florida
$270K -$887K -7,482 -76%
HC
1027
Hamilton Capital
Ohio
$267K +$23K +194 +9%
KIG
1028
Kowal Investment Group
Wisconsin
$267K +$278K +2,344 New
CHA
1029
Cooper/Haims Advisors
New York
$266K -$119K -1,000 -30%
TA
1030
TFG Advisers
Michigan
$265K +$3.56K +30 +1%
KWA
1031
Kellett Wealth Advisors
Ohio
$264K -$57.8K -487 -17%
RGF
1032
Retirement Guys Formula
Ohio
$263K -$2.29M -19,313 -89%
SCFS
1033
S.C. Financial Services
Arizona
$263K +$46.5K +392 +20%
AWM
1034
Altium Wealth Management
New York
$262K -$61.7K -520 -18%
TI
1035
tru Independence
Oregon
$259K -$250K -2,112 -48%
EHC
1036
Everett Harris & Co
California
$259K +$270K +2,278 New
RSC
1037
Red Spruce Capital
Pennsylvania
$258K +$269K +2,268 New
PIA
1038
Perennial Investment Advisors
California
$258K +$269K +2,269 New
RT
1039
Rockland Trust
Massachusetts
$257K -$308K -2,600 -54%
TBWA
1040
Three Bridge Wealth Advisors
California
$257K – – –
TWM
1041
Trinity Wealth Management
Pennsylvania
$255K +$265K +2,235 New
TSWM
1042
Tyler-Stone Wealth Management
Ohio
$254K -$4.39K -37 -2%
PWLP
1043
Prio Wealth Limited Partnership
Massachusetts
$252K +$4.27K +36 +2%
SWM
1044
Selective Wealth Management
Virginia
$252K +$19.6K +165 +8%
VWM
1045
Valley Wealth Managers
New Jersey
$251K +$261K +2,202 New
EW
1046
Element Wealth
Mississippi
$250K +$5.57K +47 +2%
FFG
1047
Fullen Financial Group
Ohio
$249K +$6.64K +56 +3%
AIC
1048
Archer Investment Corporation
Indiana
$248K +$119 +1 +0%
SIC
1049
Salem Investment Counselors
North Carolina
$246K +$237 +2 +0.1%
EWM
1050
Endowment Wealth Management
Wisconsin
$244K +$51.2K +432 +25%
40 41
42
43 44