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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1151
WMG Financial Advisors
Tennessee
$227K +$227K +1,764 New
CPP
1152
Capasso Planning Partners
South Carolina
$226K +$225K +1,748 New
FPIS
1153
Financial Planning & Information Services
Wisconsin
$223K +$223K +1,729 New
EFS
1154
Essex Financial Services
Connecticut
$221K +$2.19K +17 +1%
SBL
1155
Sargent Bickham Lagudis
Colorado
$221K +$146K +1,132 +196%
RA
1156
Rise Advisors
New York
$221K +$220K +1,708 New
SCA
1157
Stonebridge Capital Advisors
Minnesota
$220K -$4.25K -33 -2%
SWM
1158
Shakespeare Wealth Management
Wisconsin
$220K – – –
AIP
1159
Ahrens Investment Partners
Louisiana
$220K +$219K +1,702 New
EL
1160
EQ LLC
Washington
$218K -$74.4K -577 -25%
PH
1161
Pinnacle Holdings
Oklahoma
$217K -$387 -3 -0.2%
BFIM
1162
Beese Fulmer Investment Management
Ohio
$216K +$215K +1,669 New
CWS
1163
Confluence Wealth Services
Pennsylvania
$216K +$216K +1,674 New
SFS
1164
Summit Financial Strategies
Ohio
$213K -$28K -217 -12%
HR
1165
Hayden Royal
North Carolina
$213K -$645 -5 -0.3%
RWB
1166
RMR Wealth Builders
New Jersey
$210K -$292K -2,267 -58%
SCA
1167
SMH Capital Advisors
Texas
$210K +$774 +6 +0.4%
MCCP
1168
Mission Creek Capital Partners
California
$210K +$1.55K +12 +0.7%
W
1169
WealthOne
New York
$210K +$210K +1,626 New
AAM
1170
Advisors Asset Management
Colorado
$209K – – –
WAM
1171
Weatherly Asset Management
California
$209K – – –
GWM
1172
GSB Wealth Management
Connecticut
$209K +$209K +1,620 New
AL
1173
ACAS LLC
California
$208K +$2.06K +16 +1%
CPWMP
1174
Cardinal Point Wealth Management Partners
California
$207K +$206K +1,600 New
OFG
1175
Orcam Financial Group
California
$207K +$206K +1,600 New
45 46
47
48 49