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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 57.5 M -USD 6.37 M -124,285 -10%
Bank of America
2
Bank of America
North Carolina
USD 40.1 M -USD 7.9 M -154,210 -17%
Ameritas Advisory Services
3
Ameritas Advisory Services
Nebraska
USD 31.6 M +USD 3.97 M +77,462 +14%
Bleakley Financial Group
4
Bleakley Financial Group
New Jersey
USD 19.2 M -USD 2.8 M -54,743 -13%
Simplicity Wealth
5
Simplicity Wealth
New Jersey
USD 19.2 M +USD 19.1 M +372,943 Nuevas
LPL Financial
6
LPL Financial
California
USD 15.3 M -USD 1.12 M -21,840 -7%
Wells Fargo
7
Wells Fargo
California
USD 14.4 M -USD 583 k -11,378 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
USD 13.6 M +USD 1.96 M +38,214 +17%
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
USD 13.3 M +USD 179 k +3,490 +1%
Pasadena Private Wealth
10
Pasadena Private Wealth
California
USD 8.72 M +USD 8.68 M +169,338 Nuevas
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
USD 7.44 M +USD 3.47 M +67,763 +88%
Kelman-Lazarov Inc
12
Kelman-Lazarov Inc
Tennessee
USD 7.3 M +USD 250 k +4,889 +4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
USD 7.11 M -USD 292 k -5,705 -4%
Beacon Pointe Advisors
14
Beacon Pointe Advisors
California
USD 7.01 M -USD 179 k -3,490 -2%
Jane Street
15
Jane Street
New York
USD 6.22 M +USD 2.24 M +43,812 +57%
Archvest Wealth Advisors
16
Archvest Wealth Advisors
California
USD 5.25 M -USD 232 k -4,527 -4%
Lutz Financial Services
17
Lutz Financial Services
Nebraska
USD 4.94 M -USD 60.2 k -1,174 -1%
Ameriprise
18
Ameriprise
Minnesota
USD 4.86 M -USD 9.9 M -193,757 -67%
UBS Group
19
UBS Group
Switzerland
USD 4.74 M -USD 41.8 k -815 -0.9%
Sigma Planning Corp
20
Sigma Planning Corp
Michigan
USD 4.09 M +USD 2.38 M +46,449 +141%
Citadel Advisors
21
Citadel Advisors
Florida
USD 3.07 M +USD 1.63 M +31,771 +114%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
USD 3.06 M -USD 324 k -6,327 -10%
Arbor Investment Advisors
23
Arbor Investment Advisors
North Carolina
USD 2.87 M +USD 1.03 M +20,185 +57%
Stifel Financial
24
Stifel Financial
Missouri
USD 2.84 M -USD 209 k -4,078 -7%
Truist Financial
25
Truist Financial
North Carolina
USD 2.81 M -USD 162 k -3,153 -5%
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