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PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Evoke Wealth
1
Evoke Wealth
California
USD 41.2 M -USD 9.9 M -188,784 -20%
Central Trust Company
2
Central Trust Company
Missouri
USD 35.7 M +USD 6.07 M +116,224 +21%
Wells Fargo
3
Wells Fargo
California
USD 24.6 M -USD 551 k -10,553 -2%
Northern Trust
4
Northern Trust
Illinois
USD 18.8 M +USD 355 k +6,790 +2%
Avos Capital Management
5
Avos Capital Management
Washington
USD 17.9 M +USD 2.99 M +57,281 +21%
Wealthedge Investment Advisors
6
Wealthedge Investment Advisors
New York
USD 14.2 M +USD 160 k +3,071 +1%
Mid-American Wealth Advisory Group
7
Mid-American Wealth Advisory Group
Missouri
USD 10.2 M +USD 276 k +5,279 +3%
Sovran Advisors
8
Sovran Advisors
California
USD 9.33 M +USD 600 k +11,498 +7%
Forefront Wealth Partners
9
Forefront Wealth Partners
Texas
USD 9.31 M +USD 9.12 M +174,669 Nuevas
L.J. Altfest & Co
10
L.J. Altfest & Co
New York
USD 6.93 M +USD 3.4 M +65,192 +101%
Fermata Advisors
11
Fermata Advisors
California
USD 6.74 M -USD 255 k -4,883 -4%
Yoder Wealth Management
12
Yoder Wealth Management
California
USD 5.94 M +USD 399 k +7,643 +7%
Osaic Holdings
13
Osaic Holdings
Arizona
USD 4.01 M +USD 3.83 M +73,434 +4,161%
Morgan Stanley
14
Morgan Stanley
New York
USD 3.77 M -USD 23.7 k -453 -0.6%
AE Wealth Management
15
AE Wealth Management
Kansas
USD 3.56 M -USD 128 k -2,443 -4%
Hirtle Callaghan & Co
16
Hirtle Callaghan & Co
Pennsylvania
USD 3.13 M – – –
Balanced Rock Investment Advisors
17
Balanced Rock Investment Advisors
Massachusetts
USD 2.99 M +USD 245 k +4,692 +9%
UBS Group
18
UBS Group
Switzerland
USD 2.98 M -USD 3.66 k -70 -0.1%
Tortoise Investment Management
19
Tortoise Investment Management
New York
USD 2.79 M +USD 146 k +2,792 +6%
Lloyd Advisory Services
20
Lloyd Advisory Services
Georgia
USD 2.51 M -USD 26.4 k -506 -1%
Private Wealth Advisors (California)
21
Private Wealth Advisors (California)
California
USD 2.48 M -USD 121 k -2,322 -5%
Focus Financial Network
22
Focus Financial Network
Minnesota
USD 2.4 M +USD 2.36 M +45,118 Nuevas
Ancora Advisors
23
Ancora Advisors
Ohio
USD 2.39 M – – –
LPL Financial
24
LPL Financial
California
USD 1.95 M -USD 313 k -5,989 -14%
Bank of America
25
Bank of America
North Carolina
USD 1.68 M -USD 111 k -2,134 -6%
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