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PIMCO 15+ Year US TIPS Index Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
51
Dynamic Advisor Solutions
Arizona
$364K +$383K +7,000 New
TIM
52
Tortoise Investment Management
New York
$307K +$269K +4,903 +490%
IAIM
53
International Assets Investment Management
Florida
$274K -$249K -4,546 -46%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$264K +$171K +3,115 +160%
UAG
55
United Advisor Group
Ohio
$260K +$274K +5,000 New
MWM
56
Modera Wealth Management
New Jersey
$246K +$259K +4,730 New
AC
57
Addison Capital
Pennsylvania
$211K -$13.9K -254 -6%
CAG
58
Csenge Advisory Group
Florida
$208K -$22.2K -406 -9%
LI
59
LifeWealth Investments
Florida
$201K +$211K +3,853 New
ACA
60
Atlas Capital Advisors
Wyoming
$198K +$208K +3,800 New
Osaic Holdings
61
Osaic Holdings
Arizona
$197K +$86.8K +1,585 +72%
BWL
62
Bogart Wealth LLC
Virginia
$190K
AF
63
Allworth Financial
California
$77.9K +$80.7K +1,474 +9,213%
EDRH
64
Edmond de Rothschild Holding
Switzerland
$45.4K +$47.7K +871 New
CFD
65
Creative Financial Designs
Indiana
$42.7K -$15.1K -275 -25%
T
66
Transce3nd
Texas
$30.9K +$32.5K +593 New
CAWM
67
Capital A Wealth Management
Pennsylvania
$28.2K +$29.7K +542 New
KIM
68
Kestra Investment Management
Texas
$18.8K +$19.7K +360 New
JP Morgan Chase
69
JP Morgan Chase
New York
$18.2K +$5.8K +106 +43%
PSFG
70
Park Square Financial Group
Georgia
$13.4K +$14.1K +258 New
IA
71
IFP Advisors
Florida
$10.9K +$55 +1 +0.5%
WWM
72
Wolff Wiese Magana
California
$8.85K
PA
73
Parallel Advisors
California
$8.79K -$290K -5,292 -97%
RPA
74
Redwood Park Advisors
California
$7.55K +$7.94K +145 New
PA
75
Pineridge Advisors
Missouri
$7.5K -$3.18K -58 -29%