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PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ

Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
1
Barclays
United Kingdom
$11.9M -$329K -5,009 -2%
FA
2
Forefront Analytics
Pennsylvania
$11.5M +$152K +2,307 +1%
UBS Group
3
UBS Group
Switzerland
$9.15M +$2.01M +30,610 +23%
MML Investors Services
4
MML Investors Services
Massachusetts
$8.17M -$613K -9,333 -6%
Morgan Stanley
5
Morgan Stanley
New York
$7.51M -$248K -3,767 -3%
AWM
6
AE Wealth Management
Kansas
$6.88M +$7.34M +111,736 +1,032%
Betterment LLC
7
Betterment LLC
New York
$6.61M – – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.03M +$1.86M +28,326 +46%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$4.61M -$6.18M -94,027 -53%
Bank of America
10
Bank of America
North Carolina
$4.36M +$766K +11,655 +18%
LPL Financial
11
LPL Financial
California
$4.27M +$1.12M +17,079 +29%
FA
12
Fermata Advisors
California
$3.98M +$2.47M +37,562 +112%
Wells Fargo
13
Wells Fargo
California
$3.98M +$4.32M +65,787 +1,288%
GAG
14
Goodman Advisory Group
Massachusetts
$3.93M +$706K +10,747 +18%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.67M -$2.5M -38,092 -44%
IWC
16
Integrated Wealth Concepts
Massachusetts
$2.49M +$355K +5,409 +14%
TCCM
17
Timber Creek Capital Management
Massachusetts
$2.32M +$17.1K +260 +0.6%
Citadel Advisors
18
Citadel Advisors
Florida
$2.27M +$1.71M +25,978 +179%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.23M +$179K +2,722 +7%
HPM
20
Hudson Portfolio Management
New York
$1.96M -$41.7K -635 -2%
HT
21
Heritage Trust
Oklahoma
$1.83M – – –
IF
22
IRON Financial
Illinois
$1.69M +$10.4K +158 +0.5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.54M -$499K -7,601 -22%
IAIM
24
International Assets Investment Management
Florida
$1.53M +$18.7K +285 +1%
W
25
Wealthsimple
Ontario, Canada
$1.51M +$49.9K +759 +3%
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