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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
Essential Planning
1
Essential Planning
New Hampshire
USD 78.9 M +USD 77.6 M +1,477,872 +5,839%
Morgan Stanley
2
Morgan Stanley
New York
USD 47.6 M -USD 4.04 M -76,955 -8%
Bank of America
3
Bank of America
North Carolina
USD 28.9 M -USD 5.11 M -97,306 -15%
Ameritas Advisory Services
4
Ameritas Advisory Services
Nebraska
USD 25.7 M +USD 714 k +13,601 +3%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
USD 25.6 M +USD 14.8 M +281,727 +136%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
USD 19 M -USD 400 k -7,619 -2%
Wells Fargo
7
Wells Fargo
California
USD 16.1 M +USD 2.19 M +41,811 +16%
Bleakley Financial Group
8
Bleakley Financial Group
New Jersey
USD 14.7 M +USD 109 k +2,075 +0.7%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
USD 12.7 M +USD 2.85 M +54,265 +29%
LPL Financial
10
LPL Financial
California
USD 9.48 M -USD 2.15 M -41,061 -18%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
USD 9.24 M -USD 1.39 M -26,481 -13%
Kelman-Lazarov Inc
12
Kelman-Lazarov Inc
Tennessee
USD 7.19 M -USD 266 k -5,072 -4%
3EDGE Asset Management
13
3EDGE Asset Management
Florida
USD 6.73 M +USD 6.75 M +128,645 Nuevas
Osaic Holdings
14
Osaic Holdings
Arizona
USD 5.9 M +USD 375 k +7,145 +7%
Beacon Pointe Advisors
15
Beacon Pointe Advisors
California
USD 5.78 M -USD 713 k -13,580 -11%
Citadel Advisors
16
Citadel Advisors
Florida
USD 5.67 M +USD 4.38 M +83,550 +337%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
USD 5.27 M -USD 746 k -14,213 -12%
Lutz Financial Services
18
Lutz Financial Services
Nebraska
USD 4.82 M -USD 39.6 k -755 -0.8%
Goldman Sachs
19
Goldman Sachs
New York
USD 4.67 M +USD 4.68 M +89,226 Nuevas
Arbor Investment Advisors
20
Arbor Investment Advisors
North Carolina
USD 4.54 M +USD 247 k +4,712 +6%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
USD 3.98 M -USD 987 k -18,799 -20%
Ameriprise
22
Ameriprise
Minnesota
USD 3.78 M -USD 328 k -6,242 -8%
Focus Partners Advisor Solutions
23
Focus Partners Advisor Solutions
Missouri
USD 3.56 M -USD 67.6 k -1,288 -2%
Great Valley Advisor Group
24
Great Valley Advisor Group
Delaware
USD 3.29 M +USD 236 k +4,491 +8%
Woodward Financial Advisors
25
Woodward Financial Advisors
North Carolina
USD 2.84 M +USD 35.5 k +677 +1%
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