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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 31.3 M -USD 3.48 M -64,423 -10%
Bank of America
2
Bank of America
North Carolina
USD 27.4 M +USD 1.79 M +33,058 +7%
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
USD 19.5 M -USD 2.58 M -47,834 -12%
Bleakley Financial Group
4
Bleakley Financial Group
New Jersey
USD 14.1 M -USD 138 k -2,551 -1%
Wells Fargo
5
Wells Fargo
California
USD 13.6 M -USD 348 k -6,435 -3%
Eagle Strategies
6
Eagle Strategies
New York
USD 13.6 M +USD 12.4 M +230,268 +1,157%
TIAA Trust, National Association
7
TIAA Trust, National Association
North Carolina
USD 12.6 M -USD 141 k -2,602 -1%
LPL Financial
8
LPL Financial
California
USD 12.5 M +USD 1.55 M +28,605 +14%
3EDGE Asset Management
9
3EDGE Asset Management
Florida
USD 10.1 M +USD 10.1 M +186,196 Nuevas
Kelman-Lazarov Inc
10
Kelman-Lazarov Inc
Tennessee
USD 7.19 M +USD 76.2 k +1,411 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
USD 7.16 M -USD 2.28 M -42,191 -24%
Osaic Holdings
12
Osaic Holdings
Arizona
USD 7.03 M -USD 324 k -6,000 -4%
Great Valley Advisor Group
13
Great Valley Advisor Group
Delaware
USD 6.37 M +USD 491 k +9,095 +8%
IHT Wealth Management
14
IHT Wealth Management
Illinois
USD 6.11 M +USD 481 k +8,911 +9%
Goldman Sachs
15
Goldman Sachs
New York
USD 5.29 M +USD 1.8 M +33,234 +52%
Arbor Investment Advisors
16
Arbor Investment Advisors
North Carolina
USD 4.81 M -USD 29.6 k -547 -0.6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
USD 4.69 M -USD 351 k -6,490 -7%
Lutz Financial Services
18
Lutz Financial Services
Nebraska
USD 4.64 M – – –
NewEdge Advisors
19
NewEdge Advisors
Louisiana
USD 4.61 M +USD 396 k +7,321 +9%
Stifel Financial
20
Stifel Financial
Missouri
USD 4.57 M +USD 972 k +17,982 +27%
Beacon Pointe Advisors
21
Beacon Pointe Advisors
California
USD 3.93 M -USD 1.05 M -19,350 -21%
Ameriprise
22
Ameriprise
Minnesota
USD 3.39 M -USD 57.8 k -1,069 -2%
Focus Partners Advisor Solutions
23
Focus Partners Advisor Solutions
Missouri
USD 3.19 M -USD 390 k -7,210 -11%
D.A. Davidson & Co
24
D.A. Davidson & Co
Montana
USD 3.09 M +USD 305 k +5,653 +11%
Woodward Financial Advisors
25
Woodward Financial Advisors
North Carolina
USD 2.69 M -USD 6.86 k -127 -0.3%
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