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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1201
Gemmer Asset Management
California
$104K -$120K -957 -53%
GLLW
1202
Graves Light Lenhart Wealth
Virginia
$104K – – –
RWM
1203
Raffa Wealth Management
District of Columbia
$104K +$629 +5 +0.6%
ST
1204
Smithfield Trust
Pennsylvania
$102K +$18.2K +145 +21%
MSFP
1205
Mark Sheptoff Financial Planning
Connecticut
$102K +$101K +800 +5,000%
SWM
1206
Sugarloaf Wealth Management
Georgia
$100K – – –
CT
1207
Cambridge Trust
Massachusetts
$98K +$87.4K +695 +799%
HR
1208
Howe & Rusling
New York
$97K +$22.6K +180 +30%
TWA
1209
TCI Wealth Advisors
Arizona
$96K – – –
MAM
1210
Meeder Asset Management
Ohio
$93K -$12.6K -100 -12%
ACA
1211
Atlas Capital Advisors
Wyoming
$91.6K +$10.9K +87 +13%
HA
1212
Herold Advisors
New York
$90.3K +$91.2K +725 New
HNWAG
1213
High Net Worth Advisory Group
Florida
$87K -$25.2K -200 -22%
TC
1214
Trust Company
Kansas
$84K – – –
MCM
1215
Manchester Capital Management
Vermont
$83K – – –
PFPT
1216
Pinnacle Financial Partners (Tennessee)
Tennessee
$80K -$11.7K -93 -13%
PWMG
1217
Prestige Wealth Management Group
New Jersey
$80K – – –
CYG
1218
Clean Yield Group
Vermont
$77K +$15.3K +122 +24%
CB
1219
Community Bank
New York
$75K -$15.1K -120 -17%
CWA
1220
Clearview Wealth Advisors
Oregon
$74K -$672K -5,341 -90%
ACM
1221
AUA Capital Management
Pennsylvania
$73K – – –
PP
1222
Pacifica Partners
Canada
$73K +$50.3K +400 +229%
EWM
1223
EPG Wealth Management
Georgia
$72K +$126 +1 +0.2%
IWP
1224
IAG Wealth Partners
Wisconsin
$71K +$252 +2 +0.4%
AIP
1225
Ahrens Investment Partners
Louisiana
$69K -$145K -1,150 -68%
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49
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