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iShares TIPS Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1401
Plotkin Financial Advisors
Maryland
– -$378K -2,925 Closed
GSIS
1402
Global Strategic Investment Solutions
Arizona
– -$375K -2,902 Closed
AL
1403
ADE LLC
Maryland
– -$327K -2,532 Closed
WWM
1404
WJ Wealth Management
Arizona
– -$323K -2,500 Closed
DCM
1405
Driehaus Capital Management
Illinois
– -$320K -2,478 Closed
GIM
1406
Goelzer Investment Management
Indiana
– -$318K -2,459 Closed
SFG
1407
Summit Financial Group
West Virginia
– -$314K -2,434 Closed
MSWMA
1408
Market Street Wealth Management Advisors
Indiana
– -$311K -2,406 Closed
SW
1409
SlateStone Wealth
Florida
– -$299K -2,312 Closed
LRWA
1410
Long Run Wealth Advisors
New York
– -$292K -2,260 Closed
PWA
1411
Physician Wealth Advisors
Utah
– -$281K -2,230 Closed
GSWM
1412
Golden State Wealth Management
California
– -$287K -2,220 Closed
Parallax Volatility Advisers
1413
Parallax Volatility Advisers
California
– -$284K -2,200 Closed
LAS
1414
LWM Advisory Services
Florida
– -$266K -2,060 Closed
GIM
1415
Guild Investment Management
California
– -$258K -2,000 Closed
FPCM
1416
Financial Partners Capital Management
New York
– -$257K -1,991 Closed
SWA
1417
SFMG Wealth Advisors
Texas
– -$257K -1,990 Closed
BFM
1418
Boothbay Fund Management
New York
– -$244K -1,937 Closed
ERWM
1419
Elk River Wealth Management
Colorado
– -$249K -1,929 Closed
QFA
1420
Quattro Financial Advisors
Texas
– -$244K -1,888 Closed
CCFP
1421
Charles Carroll Financial Partners
Massachusetts
– -$237K -1,835 Closed
PWW
1422
Pettyjohn Wood & White
Virginia
– -$237K -1,835 Closed
MWM
1423
Minot Wealth Management
Massachusetts
– -$235K -1,817 Closed
JBA
1424
Johnson Bixby & Associates
Washington
– -$231K -1,786 Closed
NC
1425
NovaPoint Capital
Georgia
– -$230K -1,778 Closed