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iShares TIPS Bond ETF
TIP

Name Holding Trade Value Shares
Change 		Change in
Stake
WPIC
201
White Pine Investment Company
Michigan
$6.63M +$221K +1,745 +3%
HWM
202
HighMark Wealth Management
Minnesota
$6.62M +$442K +3,491 +7%
VCM
203
Verger Capital Management
North Carolina
$6.59M – – –
DI
204
DAGCO Inc
Ohio
$6.56M +$1.17M +9,259 +22%
WFG
205
Wills Financial Group
Virginia
$6.54M +$26.2K +207 +0.4%
MWM
206
Moulton Wealth Management
Washington
$6.46M +$1.29M +10,174 +25%
HT
207
Heritage Trust
Oklahoma
$6.45M -$114K -898 -2%
CFMC
208
Curbstone Financial Management Corp
New Hampshire
$6.4M -$82.3K -650 -1%
MCWS
209
McKinley Carter Wealth Services
West Virginia
$6.39M +$6.44M +50,906 New
BSA
210
Bull Street Advisors
Georgia
$6.36M +$163K +1,285 +3%
AWS
211
Arkfeld Wealth Strategies
Nebraska
$6.22M +$6.28M +49,584 New
IFO
212
Independent Family Office
New York
$6.21M – – –
APA
213
American Portfolios Advisors
New York
$6.17M -$522K -4,127 -8%
PGFC
214
Peapack-Gladstone Financial Corp
New Jersey
$6.11M +$6.16M +48,684 New
BCM
215
Brookstone Capital Management
Illinois
$6.08M +$596K +4,706 +11%
NSIM
216
North Star Investment Management
Illinois
$6.07M +$50K +395 +0.8%
SIAG
217
Safeguard Investment Advisory Group
California
$6.07M -$2.11M -16,660 -26%
TC
218
TownSquare Capital
Utah
$6.03M +$3.24M +25,602 +114%
EDRH
219
Edmond de Rothschild Holding
Switzerland
$5.96M -$11.6M -91,816 -66%
PPP
220
Private Portfolio Partners
New Jersey
$5.95M +$829K +6,550 +16%
TPCW
221
TD Private Client Wealth
New York
$5.91M +$1.67M +13,170 +39%
CFB
222
Cullen/Frost Bankers
Texas
$5.83M +$337K +2,659 +6%
AWE
223
Avidian Wealth Enterprises
Texas
$5.79M +$5.84M +46,145 New
PS
224
Planned Solutions
California
$5.76M +$4.86M +38,369 +511%
WFA
225
West Financial Advisors
Iowa
$5.76M +$69K +545 +1%
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