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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
Valmark Advisers
1
Valmark Advisers
Ohio
USD 140 M -USD 1.65 M -31,857 -1%
TIAA CREF Trust
2
TIAA CREF Trust
Missouri
USD 91.7 M +USD 8.81 M +169,752 +11%
Suntrust Banks
3
Suntrust Banks
Georgia
USD 47.2 M -USD 178 M -3,434,509 -79%
Morningstar Investment Services
4
Morningstar Investment Services
Illinois
USD 47 M -USD 1.45 M -27,851 -3%
Destination Wealth Management
5
Destination Wealth Management
California
USD 38.3 M +USD 1.12 M +21,668 +3%
Wells Fargo
6
Wells Fargo
California
USD 33.3 M +USD 232 k +4,460 +0.7%
Bank of America
7
Bank of America
North Carolina
USD 26.3 M +USD 1.97 M +38,030 +8%
SEI Investments
8
SEI Investments
Pennsylvania
USD 23.9 M +USD 5.4 M +104,065 +29%
LPL Financial
9
LPL Financial
California
USD 21.5 M -USD 3.78 M -72,767 -15%
Brinker Capital Investments
10
Brinker Capital Investments
Pennsylvania
USD 15.6 M +USD 3.01 M +58,004 +24%
Parkside Advisors
11
Parkside Advisors
California
USD 11.7 M +USD 232 k +4,465 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
USD 11.6 M +USD 4.81 M +92,686 +71%
Twele Capital Management
13
Twele Capital Management
Minnesota
USD 11.1 M – – –
Fiduciary Trust
14
Fiduciary Trust
Massachusetts
USD 10.9 M -USD 1.06 M -20,363 -9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
USD 8.72 M -USD 47.3 M -911,283 -84%
Planning Alternatives
16
Planning Alternatives
Michigan
USD 8.57 M -USD 147 k -2,826 -2%
Mosaic Financial Partners
17
Mosaic Financial Partners
California
USD 7.06 M -USD 628 k -12,099 -8%
Morgan Stanley
18
Morgan Stanley
New York
USD 6.73 M -USD 6.06 M -116,746 -47%
FutureAdvisor
19
FutureAdvisor
California
USD 6.07 M +USD 503 k +9,699 +9%
D'Orazio & Associates
20
D'Orazio & Associates
Virginia
USD 5.46 M -USD 248 k -4,781 -4%
Arbor Investment Advisors
21
Arbor Investment Advisors
North Carolina
USD 4.88 M -USD 470 k -9,057 -9%
Gateway Advisory
22
Gateway Advisory
New Jersey
USD 4.54 M -USD 2.59 M -49,963 -36%
Boston Standard Wealth Management
23
Boston Standard Wealth Management
Massachusetts
USD 4.44 M -USD 199 k -3,841 -4%
Courage Miller Partners
24
Courage Miller Partners
Virginia
USD 4.37 M -USD 465 k -8,952 -10%
LYV
25
Live Your Vision
Pennsylvania
USD 3.92 M -USD 1.74 M -33,460 -31%
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