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

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$462K +$464K +8,955 New
FAAS
52
First Allied Advisory Services
California
$424K -$11.3K -219 -3%
BOS
53
Bank of Stockton
California
$423K
PMG
54
ProVise Management Group
Florida
$382K -$36K -695 -9%
TYCC
55
Texas Yale Capital Corp
Florida
$364K
MHS
56
M Holdings Securities
Oregon
$290K +$46K +888 +19%
EAM
57
Evanson Asset Management
California
$288K +$155 +3 +0.1%
ATC
58
Argent Trust Co
Tennessee
$286K -$28.7K -555 -9%
WCM
59
Windsor Capital Management
Arizona
$255K -$57.9K -1,119 -18%
SGAM
60
Steinberg Global Asset Management
Florida
$252K +$414 +8 +0.2%
PA
61
Paracle Advisors
Washington
$238K
M&T Bank
62
M&T Bank
New York
$221K -$820K -15,838 -79%
AL
63
Aspiriant LLC
California
$220K
VFA
64
Voya Financial Advisors
Connecticut
$220K +$222K +4,281 New
SFPM
65
Sensible Financial Planning & Management
Massachusetts
$213K -$185K -3,581 -46%
JP Morgan Chase
66
JP Morgan Chase
New York
$206K +$207K +4,000 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$173K -$30.4K -587 -15%
EWM
68
Evercore Wealth Management
New York
$165K
MFS
69
MSI Financial Services
Massachusetts
$133K -$379K -7,312 -74%
AA
70
Advisory Alpha
Michigan
$125K +$21.9K +424 +21%
KA
71
Klingman & Associates
New York
$116K
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$101K +$10.4K +200 +11%
FMII
73
Farmers & Merchants Investments Inc
Nebraska
$92K
S
74
SignatureFD
Georgia
$75K +$75K +1,449 New
ASN
75
Advisory Services Network
Georgia
$70K +$69.8K +1,348 New