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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
Morgan Stanley
1
Morgan Stanley
New York
USD 82.7 M -USD 7.9 M -155,828 -9%
Bank of America
2
Bank of America
North Carolina
USD 76.8 M -USD 11.3 M -222,113 -13%
Ameriprise
3
Ameriprise
Minnesota
USD 37.2 M -USD 454 k -8,949 -1%
Wells Fargo
4
Wells Fargo
California
USD 28.8 M -USD 280 k -5,529 -1%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
USD 25.7 M -USD 1.25 M -24,558 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
USD 19.6 M +USD 1.95 M +38,537 +11%
Jane Street
7
Jane Street
New York
USD 19.5 M +USD 15.9 M +313,655 +420%
Bleakley Financial Group
8
Bleakley Financial Group
New Jersey
USD 18 M +USD 520 k +10,252 +3%
Simplicity Solutions
9
Simplicity Solutions
Minnesota
USD 18 M +USD 520 k +10,252 +3%
LPL Financial
10
LPL Financial
California
USD 16.5 M -USD 3.02 M -59,613 -15%
Sowell Financial Services
11
Sowell Financial Services
Arkansas
USD 16.4 M +USD 5.12 M +100,978 +45%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
USD 16.2 M -USD 440 k -8,673 -3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
USD 10.1 M -USD 1.23 M -24,269 -11%
TIAA FSB
14
TIAA FSB
Florida
USD 10 M -USD 570 k -11,244 -5%
AJ Wealth Strategies
15
AJ Wealth Strategies
New York
USD 7.5 M -USD 24.8 k -489 -0.3%
Archvest Wealth Advisors
16
Archvest Wealth Advisors
California
USD 6.31 M +USD 135 k +2,672 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
USD 5.61 M -USD 1.23 M -24,286 -18%
Bank of Nova Scotia
18
Bank of Nova Scotia
Ontario, Canada
USD 5.61 M -USD 6.51 M -128,402 -54%
Lutz Financial Services
19
Lutz Financial Services
Nebraska
USD 5.24 M +USD 145 k +2,863 +3%
Kelman-Lazarov Inc
20
Kelman-Lazarov Inc
Tennessee
USD 5.01 M +USD 482 k +9,500 +11%
UBS Group
21
UBS Group
Switzerland
USD 4.92 M -USD 412 k -8,131 -8%
Focus Partners Advisor Solutions
22
Focus Partners Advisor Solutions
Missouri
USD 3.84 M +USD 2.82 M +55,581 +269%
Sigma Planning Corp
23
Sigma Planning Corp
Michigan
USD 3.8 M -USD 223 k -4,395 -5%
Truist Financial
24
Truist Financial
North Carolina
USD 3.48 M -USD 655 k -12,923 -16%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
USD 3.34 M +USD 2.67 M +52,632 +381%
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