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

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$2.42M -$233K -4,433 -9%
Truist Financial
27
Truist Financial
North Carolina
$2.12M -$331K -6,312 -13%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$1.92M -$2.4M -45,727 -55%
Kovitz Investment Group Partners
29
Kovitz Investment Group Partners
Illinois
$1.88M -$12.7K -242 -0.7%
CIA
30
Concurrent Investment Advisors
Florida
$1.85M +$65.4K +1,247 +4%
HA
31
Herold Advisors
New York
$1.63M +$235K +4,484 +17%
LWA
32
Lantern Wealth Advisors
New York
$1.63M +$235K +4,484 +17%
Jane Street
33
Jane Street
New York
$1.61M -$1.06M -20,123 -39%
HPM
34
Hudson Portfolio Management
New York
$1.59M -$16.3K -310 -1%
SF
35
Summit Financial
New Jersey
$1.15M +$31.8K +605 +3%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$1.15M -$506K -9,635 -30%
SPIA
37
Steward Partners Investment Advisory
New York
$1.02M -$51K -972 -5%
DWM
38
Destination Wealth Management
California
$983K +$85.5K +1,630 +9%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$970K -$1.03M -19,686 -51%
FT
40
Fiduciary Trust
Massachusetts
$922K
AA
41
Alesco Advisors
New York
$874K
ES
42
Eagle Strategies
New York
$804K +$807K +15,381 New
BWA
43
Burt Wealth Advisors
Maryland
$784K -$1.57K -30 -0.2%
MI
44
Motiv8 Investments
Florida
$781K -$92.8K -1,769 -11%
AF
45
Allworth Financial
California
$749K -$23.4K -445 -3%
MML Investors Services
46
MML Investors Services
Massachusetts
$663K -$7.5K -143 -1%
CTWM
47
Cherry Tree Wealth Management
Minnesota
$611K +$42.2K +805 +7%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$606K +$1.94K +37 +0.3%
GAM
49
Gould Asset Management
California
$579K
HWA
50
HMV Wealth Advisors
Louisiana
$557K +$559K +10,655 New