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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
1201
Laurel Wealth Planning
Minnesota
$3K – – –
LB
1202
Legacy Bridge
Iowa
$3K – – –
NC
1203
NewSquare Capital
Pennsylvania
$3K – – –
TWP
1204
TFO Wealth Partners
Ohio
$3K – – –
VNA
1205
Valley National Advisers
Pennsylvania
$3K – – –
SSC
1206
Syverson Strege & Co
Iowa
$3K +$3.17K +28 New
JFA
1207
JNBA Financial Advisors
Minnesota
$3K +$3.62K +32 New
SWA
1208
Sutton Wealth Advisors
Florida
$2.2K -$340 -3 -13%
CQS
1209
Credential Qtrade Securities
$2.2K – – –
C
1210
Covestor
United Kingdom
$2K -$165K -1,455 -99%
PP
1211
Pacifica Partners
Canada
$2K -$79.3K -700 -97%
FMTCOCP
1212
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
BIA
1213
Bell Investment Advisors
California
$2K +$113 +1 +5%
MIM
1214
Macroview Investment Management
Maryland
$2K +$113 +1 +6%
FWP
1215
FAS Wealth Partners
Kansas
$1K -$12.5K -110 -96%
CP
1216
Castleview Partners
Texas
$1K -$2.6K -23 -70%
BL
1217
Balentine LLC
Georgia
$1K – – –
FMP
1218
Financial Management Professionals
Texas
$1K – – –
RCM
1219
Rain Capital Management
Oregon
$1K – – –
SC
1220
Siena Capital
Ohio
$1K – – –
TCWA
1221
Ten Capital Wealth Advisors
Washington
$1K – – –
HWM
1222
HighMark Wealth Management
Minnesota
$1K +$113 +1 +20%
CCWA
1223
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$42.3M -371,070 Closed
B
1224
Barings
North Carolina
– -$29.3M -257,365 Closed
BMM
1225
Berkshire Money Management
Massachusetts
– -$25.2M -221,574 Closed
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