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

Name Holding Trade Value Shares
Change 		Change in
Stake
EF
1
Empowered Funds
Pennsylvania
$16.3M +$16.1M +264,509 New
AIP
2
Almanack Investment Partners
Pennsylvania
$15.6M +$15.3M +252,584 New
CTC
3
Central Trust Company
Missouri
$12.7M +$11.3M +186,860 +1,000%
FA
4
Forefront Analytics
Pennsylvania
$11.2M -$354K -5,829 -3%
Morgan Stanley
5
Morgan Stanley
New York
$9.67M +$1.18M +19,388 +14%
MML Investors Services
6
MML Investors Services
Massachusetts
$8.75M -$403K -6,632 -4%
Bank of America
7
Bank of America
North Carolina
$8.55M +$5.92M +97,416 +236%
YWM
8
Yoder Wealth Management
California
$8.41M +$8.28M +136,274 New
Wells Fargo
9
Wells Fargo
California
$7.12M +$2.14M +35,187 +44%
TCCM
10
Timber Creek Capital Management
Massachusetts
$6.3M +$673K +11,085 +12%
Betterment LLC
11
Betterment LLC
New York
$5.98M -$270K -4,451 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.51M +$625K +10,292 +13%
AWM
13
Avior Wealth Management
Nebraska
$5.03M -$529K -8,717 -10%
LPL Financial
14
LPL Financial
California
$4.61M +$266K +4,377 +6%
UBS Group
15
UBS Group
Switzerland
$4.52M -$1.94M -32,023 -30%
RJA
16
Raymond James & Associates
Florida
$4.26M +$355K +5,843 +9%
IWC
17
Integrated Wealth Concepts
Massachusetts
$4.17M +$267K +4,396 +7%
FA
18
Fermata Advisors
California
$3.86M -$1.4M -23,094 -27%
EW
19
Evoke Wealth
California
$3.5M -$8.86M -145,835 -72%
ARIS
20
Advanced Research Investment Solutions
California
$3.35M -$545K -8,973 -14%
Creative Planning
21
Creative Planning
Kansas
$2.75M +$2.42M +39,905 +856%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.71M +$566K +9,315 +27%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$2.49M +$2.45M +40,424 New
Citadel Advisors
24
Citadel Advisors
Florida
$2.49M +$30.4K +501 +1%
Stifel Financial
25
Stifel Financial
Missouri
$2.33M +$133K +2,188 +6%
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