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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 131 M -USD 7.71 M -149,033 -6%
TIAA CREF Trust
2
TIAA CREF Trust
Missouri
USD 114 M +USD 9.8 M +188,571 +9%
Morgan Stanley
3
Morgan Stanley
New York
USD 113 M -USD 2.02 M -39,045 -2%
Destination Wealth Management
4
Destination Wealth Management
California
USD 38.9 M -USD 6.14 M -118,606 -14%
Morningstar Investment Services
5
Morningstar Investment Services
Illinois
USD 37.9 M -USD 8.44 M -163,111 -18%
SEI Investments
6
SEI Investments
Pennsylvania
USD 34.2 M +USD 5.33 M +102,868 +18%
Wells Fargo
7
Wells Fargo
California
USD 33.6 M -USD 277 k -5,358 -0.8%
Bank of America
8
Bank of America
North Carolina
USD 29.9 M +USD 468 k +9,042 +2%
Brinker Capital Investments
9
Brinker Capital Investments
Pennsylvania
USD 23.1 M +USD 5.54 M +107,091 +31%
LPL Financial
10
LPL Financial
California
USD 13.2 M -USD 5.86 M -113,133 -31%
Parkside Advisors
11
Parkside Advisors
California
USD 11.7 M -USD 211 k -4,072 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
USD 11 M +USD 7.33 M +141,664 +199%
Twele Capital Management
13
Twele Capital Management
Minnesota
USD 10.6 M -USD 403 k -7,792 -4%
Suntrust Banks
14
Suntrust Banks
Georgia
USD 8.62 M -USD 10.7 M -207,068 -55%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
USD 8.44 M -USD 454 k -8,769 -5%
Planning Alternatives
16
Planning Alternatives
Michigan
USD 8.34 M -USD 105 k -2,021 -1%
FutureAdvisor
17
FutureAdvisor
California
USD 6.6 M -USD 495 k -9,555 -7%
Jane Street
18
Jane Street
New York
USD 5.96 M +USD 4.17 M +80,568 +230%
Mosaic Financial Partners
19
Mosaic Financial Partners
California
USD 5.55 M -USD 1.03 M -19,844 -16%
UBS Group
20
UBS Group
Switzerland
USD 5.32 M +USD 3.37 M +65,142 +172%
Gateway Advisory
21
Gateway Advisory
New Jersey
USD 4.3 M -USD 1.71 k -33 -0%
Arbor Investment Advisors
22
Arbor Investment Advisors
North Carolina
USD 4.18 M -USD 586 k -11,311 -12%
LYV
23
Live Your Vision
Pennsylvania
USD 3.99 M +USD 113 k +2,176 +3%
Courage Miller Partners
24
Courage Miller Partners
Virginia
USD 3.92 M -USD 169 k -3,262 -4%
Boston Standard Wealth Management
25
Boston Standard Wealth Management
Massachusetts
USD 3.83 M -USD 111 k -2,151 -3%
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