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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 51.4 M -USD 6.25 M -121,517 -11%
Bank of America
2
Bank of America
North Carolina
USD 37.2 M -USD 2.99 M -58,225 -7%
Ameritas Advisory Services
3
Ameritas Advisory Services
Nebraska
USD 27.2 M -USD 4.46 M -86,835 -14%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
USD 19.2 M +USD 19 M +368,706 +16,999%
Bleakley Financial Group
5
Bleakley Financial Group
New Jersey
USD 19 M -USD 275 k -5,341 -1%
Simplicity Wealth
6
Simplicity Wealth
New Jersey
USD 19 M -USD 275 k -5,341 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
USD 15.7 M +USD 2.08 M +40,388 +15%
LPL Financial
8
LPL Financial
California
USD 14.9 M -USD 466 k -9,059 -3%
Wells Fargo
9
Wells Fargo
California
USD 14.6 M +USD 137 k +2,668 +1%
TIAA Trust, National Association
10
TIAA Trust, National Association
North Carolina
USD 13.8 M +USD 388 k +7,554 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
USD 7.84 M +USD 705 k +13,705 +10%
Bank of Nova Scotia
12
Bank of Nova Scotia
Ontario, Canada
USD 7.71 M +USD 7.68 M +149,380 Nuevas
Kelman-Lazarov Inc
13
Kelman-Lazarov Inc
Tennessee
USD 7.57 M +USD 241 k +4,684 +3%
Beacon Pointe Advisors
14
Beacon Pointe Advisors
California
USD 6.61 M -USD 419 k -8,149 -6%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
USD 5.86 M -USD 1.59 M -31,013 -21%
Osaic Holdings
16
Osaic Holdings
Arizona
USD 5.55 M +USD 3.9 M +75,800 +240%
Lutz Financial Services
17
Lutz Financial Services
Nebraska
USD 4.97 M +USD 12 k +234 +0.2%
Jane Street
18
Jane Street
New York
USD 4.78 M -USD 1.45 M -28,119 -23%
Ameriprise
19
Ameriprise
Minnesota
USD 3.98 M -USD 907 k -17,644 -19%
Arbor Investment Advisors
20
Arbor Investment Advisors
North Carolina
USD 3.95 M +USD 1.08 M +20,913 +38%
UBS Group
21
UBS Group
Switzerland
USD 3.81 M -USD 932 k -18,123 -20%
Archvest Wealth Advisors
22
Archvest Wealth Advisors
California
USD 3.55 M -USD 1.72 M -33,407 -33%
Truist Financial
23
Truist Financial
North Carolina
USD 3.17 M +USD 344 k +6,686 +12%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
USD 3.03 M -USD 32.3 k -629 -1%
Stifel Financial
25
Stifel Financial
Missouri
USD 2.8 M -USD 40.2 k -782 -1%
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