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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1301
Baker Tilly Wealth Management
Wisconsin
– -$232K -2,040 Closed
SS
1302
Simplicity Solutions
Minnesota
– -$230K -2,015 Closed
BAAM
1303
Baker Avenue Asset Management
California
– -$229K -2,013 Closed
TC
1304
Tacita Capital
Ontario, Canada
– -$228K -2,000 Closed
BOPW
1305
Brandywine Oak Private Wealth
Pennsylvania
– -$224K -1,971 Closed
OWM
1306
OneAscent Wealth Management
Alabama
– -$223K -1,958 Closed
RF
1307
Rollins Financial
Georgia
– -$217K -1,907 Closed
WTFG
1308
Wells Trecaso Financial Group
Ohio
– -$217K -1,902 Closed
TYCC
1309
Texas Yale Capital Corp
Florida
– -$216K -1,900 Closed
RIA
1310
Richwood Investment Advisors
Ohio
– -$216K -1,895 Closed
NEPWA
1311
New England Private Wealth Advisors
Massachusetts
– -$232K -1,865 Closed
EDRH
1312
Edmond de Rothschild Holding
Switzerland
– -$212K -1,864 Closed
LI
1313
LVZ Inc
Michigan
– -$212K -1,864 Closed
EP
1314
Eudaimonia Partners
Tennessee
– -$212K -1,863 Closed
OFW
1315
Omnia Family Wealth
Florida
– -$212K -1,863 Closed
WFS
1316
Weitzel Financial Services
Iowa
– -$212K -1,862 Closed
FCFC
1317
First Citizens Financial Corp
Iowa
– -$212K -1,857 Closed
PCWA
1318
Pacific Capital Wealth Advisors
California
– -$211K -1,853 Closed
FNBOMD
1319
First National Bank of Mount Dora
Florida
– -$210K -1,846 Closed
ACIM
1320
Azimuth Capital Investment Management
Michigan
– -$210K -1,843 Closed
MFG
1321
MTM Financial Group
Pennsylvania
– -$208K -1,828 Closed
TTWM
1322
TCV Trust & Wealth Management
Virginia
– -$205K -1,805 Closed
PM
1323
Phraction Management
Connecticut
– -$205K -1,800 Closed
CWS
1324
Confluence Wealth Services
Pennsylvania
– -$204K -1,779 Closed
MAM
1325
Meeder Asset Management
Ohio
– -$171K -1,502 Closed
51 52
53
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