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

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.02M -$1.07M -20,454 -35%
Kovitz Investment Group Partners
27
Kovitz Investment Group Partners
Illinois
$1.92M +$1.89M +36,274 New
CIA
28
Concurrent Investment Advisors
Florida
$1.8M +$194K +3,727 +12%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$1.67M -$13.7K -263 -0.8%
HPM
30
Hudson Portfolio Management
New York
$1.62M +$1.6M +30,753 New
HA
31
Herold Advisors
New York
$1.41M +$113K +2,170 +9%
LWA
32
Lantern Wealth Advisors
New York
$1.41M +$113K +2,170 +9%
EP
33
Essential Planning
New Hampshire
$1.34M -$43.6K -836 -3%
Citadel Advisors
34
Citadel Advisors
Florida
$1.31M -$1.09M -20,824 -46%
FTUS
35
Flow Traders U.S.
New York
$1.18M +$1.17M +22,342 New
SF
36
Summit Financial
New Jersey
$1.13M +$1.12M +21,440 New
SPIA
37
Steward Partners Investment Advisory
New York
$1.08M -$28.6K -548 -3%
FT
38
Fiduciary Trust
Massachusetts
$932K -$7.04K -135 -0.8%
DWM
39
Destination Wealth Management
California
$907K +$4.64K +89 +0.5%
AA
40
Alesco Advisors
New York
$883K
MI
41
Motiv8 Investments
Florida
$883K +$87.2K +1,672 +11%
BWA
42
Burt Wealth Advisors
Maryland
$793K
MA
43
MAS Advisors
Florida
$787K
AF
44
Allworth Financial
California
$776K -$105K -2,011 -12%
MML Investors Services
45
MML Investors Services
Massachusetts
$677K -$912K -17,482 -58%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$610K +$2.5K +48 +0.4%
SA
47
Sanctuary Advisors
Indiana
$593K -$182K -3,490 -24%
GAM
48
Gould Asset Management
California
$585K
CTWM
49
Cherry Tree Wealth Management
Minnesota
$574K +$522 +10 +0.1%
PA
50
Parkside Advisors
California
$548K -$242K -4,638 -31%