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PIMCO 15+ Year US TIPS Index Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$124M +$123M +1,491,485 New
UBS Group
2
UBS Group
Switzerland
$40.5M +$4.51M +54,610 +13%
AIP
3
Almanack Investment Partners
Pennsylvania
$26.4M +$24.1M +292,001 +1,153%
FS
4
Ferguson Shapiro
Georgia
$18.5M +$18.2M +220,788 New
WU
5
Wealthsimple US
New York
$13.9M +$1.08M +13,019 +8%
PCP
6
Proficio Capital Partners
Massachusetts
$12.9M +$12.8M +154,785 New
FA
7
Forefront Analytics
Pennsylvania
$11.3M +$1.54M +18,611 +16%
Osaic Holdings
8
Osaic Holdings
Arizona
$8.16M +$6.77M +81,903 +510%
MML Investors Services
9
MML Investors Services
Massachusetts
$3.15M +$808K +9,772 +35%
VIA
10
Vident Investment Advisory
Georgia
$2.98M +$2.95M +35,711 New
Morgan Stanley
11
Morgan Stanley
New York
$2.86M +$1.11M +13,435 +64%
SPIA
12
Steward Partners Investment Advisory
New York
$2.33M +$1.82K +22 +0.1%
SCA
13
Spearhead Capital Advisors
Florida
$2.26M +$731K +8,844 +49%
FIM
14
Freedom Investment Management
Connecticut
$1.98M -$530K -6,408 -21%
Citadel Advisors
15
Citadel Advisors
Florida
$1.75M +$1.07M +12,913 +160%
WWM
16
Western Wealth Management
Colorado
$1.68M +$125K +1,514 +8%
Vanguard Capital Wealth Advisors
17
Vanguard Capital Wealth Advisors
Colorado
$1.2M +$1.19M +14,403 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.18M +$1.17M +14,117 New
AAS
19
Avantax Advisory Services
Texas
$1.15M +$229K +2,767 +25%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$935K +$184K +2,224 +25%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$924K +$346K +4,182 +61%
LPL Financial
22
LPL Financial
California
$878K +$50.1K +606 +6%
CAG
23
Csenge Advisory Group
Florida
$842K +$835K +10,102 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$838K +$69.1K +836 +9%
Wells Fargo
25
Wells Fargo
California
$831K +$416K +5,029 +102%