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PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Great Valley Advisor Group
26
Great Valley Advisor Group
Delaware
$2.57M +$134K +2,614 +6%
WFA
27
Woodward Financial Advisors
North Carolina
$2.57M +$239K +4,653 +10%
Citadel Advisors
28
Citadel Advisors
Florida
$2.36M -$713K -13,877 -23%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$2.31M +$2.3M +44,830 New
Buckingham Strategic Wealth
30
Buckingham Strategic Wealth
Missouri
$1.8M -$40.1K -780 -2%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$1.65M -$759K -14,766 -32%
Concurrent Investment Advisors
32
Concurrent Investment Advisors
Florida
$1.57M +$200K +3,885 +15%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.56M -$245K -4,763 -14%
JP Morgan Chase
34
JP Morgan Chase
New York
$1.5M +$53.8K +1,046 +4%
GIA
35
Gladstone Institutional Advisory
Florida
$1.41M +$43.9K +854 +3%
EP
36
Essential Planning
New Hampshire
$1.35M +$56.5K +1,100 +4%
LWA
37
Lantern Wealth Advisors
New York
$1.26M +$21.5K +419 +2%
HA
38
Herold Advisors
New York
$1.26M +$49.8K +969 +4%
Steward Partners Investment Advisory
39
Steward Partners Investment Advisory
New York
$1.08M -$15.8K -308 -1%
SWA
40
Stratos Wealth Advisors
Ohio
$1.05M +$24.2K +470 +2%
Fiduciary Trust
41
Fiduciary Trust
Massachusetts
$918K – – –
Destination Wealth Management
42
Destination Wealth Management
California
$882K -$33.7K -655 -4%
Allworth Financial
43
Allworth Financial
California
$864K -$126K -2,457 -13%
Alesco Advisors
44
Alesco Advisors
New York
$863K – – –
MI
45
Motiv8 Investments
Florida
$777K -$24.6K -478 -3%
PA
46
Parkside Advisors
California
$776K -$9.82K -191 -1%
BWA
47
Burt Wealth Advisors
Maryland
$775K -$92.5K -1,800 -11%
MA
48
MAS Advisors
Florida
$769K – – –
Sanctuary Advisors
49
Sanctuary Advisors
Indiana
$759K +$761K +14,795 New
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$594K +$592K +11,508 New