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PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
USD 114 M -USD 51.8 M -765,000 -30%
Annex Advisory Services
2
Annex Advisory Services
Wisconsin
USD 60.6 M +USD 13.9 M +204,732 +28%
LPL Financial
3
LPL Financial
California
USD 42.1 M -USD 9.6 M -142,149 -18%
RWA Wealth Partners
4
RWA Wealth Partners
Massachusetts
USD 38.4 M – – –
RiverFront Investment Group
5
RiverFront Investment Group
Virginia
USD 32.7 M +USD 2.49 M +36,731 +8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
USD 31.2 M +USD 305 k +4,507 +0.9%
Bank of America
7
Bank of America
North Carolina
USD 30 M -USD 46.4 M -686,100 -59%
Consolidated Planning Corp
8
Consolidated Planning Corp
Georgia
USD 25.9 M +USD 3.44 M +50,867 +14%
Krilogy Financial
9
Krilogy Financial
Missouri
USD 16.7 M +USD 462 k +6,822 +3%
GenWealth Group
10
GenWealth Group
New Jersey
USD 16.2 M -USD 4.93 M -72,823 -22%
Morgan Stanley
11
Morgan Stanley
New York
USD 13.3 M -USD 2.51 M -37,080 -15%
Raymond James Financial
12
Raymond James Financial
Florida
USD 12.3 M -USD 712 k -10,515 -5%
PA
13
Paragon Advisors
Texas
USD 9.8 M +USD 544 k +8,030 +6%
Jane Street
14
Jane Street
New York
USD 8.48 M -USD 1.2 M -17,748 -12%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
USD 7.44 M -USD 1.75 M -25,884 -18%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
USD 7.35 M +USD 857 k +12,653 +12%
Mid-American Wealth Advisory Group
17
Mid-American Wealth Advisory Group
Missouri
USD 7.07 M +USD 228 k +3,361 +3%
Cyndeo Wealth Partners
18
Cyndeo Wealth Partners
Florida
USD 6.94 M +USD 261 k +3,849 +4%
Centurion Wealth Management
19
Centurion Wealth Management
Virginia
USD 6.69 M +USD 234 k +3,459 +3%
Citadel Advisors
20
Citadel Advisors
Florida
USD 6.6 M +USD 3.12 M +46,092 +81%
IHT Wealth Management
21
IHT Wealth Management
Illinois
USD 6.32 M +USD 6.66 M +98,426 Nuevas
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
USD 6.29 M -USD 1.1 M -16,217 -14%
Retirement Management Systems
23
Retirement Management Systems
Maryland
USD 5.9 M +USD 6.22 M +91,826 Nuevas
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
USD 5.8 M +USD 188 k +2,774 +3%
D.A. Davidson & Co
25
D.A. Davidson & Co
Montana
USD 5.48 M +USD 1.98 M +29,178 +52%
1
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