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PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Beacon Pointe Advisors
26
Beacon Pointe Advisors
California
USD 3.19 M -USD 167 k -3,095 -5%
TIAA-CREF Individual & Institutional Services
27
TIAA-CREF Individual & Institutional Services
New York
USD 3.1 M -USD 467 k -8,655 -13%
Focus Partners Advisor Solutions
28
Focus Partners Advisor Solutions
Missouri
USD 2.8 M -USD 42.2 k -783 -1%
Ameriprise
29
Ameriprise
Minnesota
USD 2.73 M -USD 683 k -12,667 -20%
LWA
30
Lantern Wealth Advisors
New York
USD 2.7 M +USD 384 k +7,128 +16%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
USD 2.58 M -USD 733 k -13,587 -22%
WFA
32
Woodward Financial Advisors
North Carolina
USD 2.52 M -USD 54.1 k -1,003 -2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
USD 2.47 M +USD 882 k +16,353 +55%
Atria Investments
34
Atria Investments
North Carolina
USD 2.37 M +USD 2.39 M +44,382 Nuevas
Concurrent Investment Advisors
35
Concurrent Investment Advisors
Florida
USD 2.25 M +USD 33.5 k +622 +1%
UBS Group
36
UBS Group
Switzerland
USD 2.25 M -USD 33.6 k -624 -1%
Destination Wealth Management
37
Destination Wealth Management
California
USD 2 M +USD 864 k +16,027 +74%
HPM
38
Hudson Portfolio Management
New York
USD 1.77 M -USD 62 k -1,150 -3%
Truist Financial
39
Truist Financial
North Carolina
USD 1.74 M -USD 126 k -2,335 -7%
BAM
40
Belleair Asset Management
Florida
USD 1.45 M -USD 39.8 k -738 -3%
Summit Financial
41
Summit Financial
New Jersey
USD 1.33 M +USD 20.4 k +379 +2%
Raymond James Financial
42
Raymond James Financial
Florida
USD 1.13 M -USD 322 k -5,981 -22%
Rehmann Capital Advisory Group
43
Rehmann Capital Advisory Group
Michigan
USD 1.04 M – – –
EP
44
Essential Planning
New Hampshire
USD 1 M -USD 51.2 k -949 -5%
Creative Planning
45
Creative Planning
Kansas
USD 999 k +USD 96.7 k +1,794 +11%
Perennial Investment Advisors
46
Perennial Investment Advisors
California
USD 971 k +USD 981 k +18,199 Nuevas
TD Private Client Wealth
47
TD Private Client Wealth
New York
USD 941 k +USD 114 k +2,111 +14%
Advisory Services Network
48
Advisory Services Network
Georgia
USD 931 k +USD 178 k +3,302 +23%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
USD 904 k +USD 144 k +2,671 +19%
Alesco Advisors
50
Alesco Advisors
New York
USD 891 k – – –
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