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

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$1.97M -$173K -3,236 -8%
PCWA
52
Pacific Capital Wealth Advisors
California
$1.96M
JP Morgan Chase
53
JP Morgan Chase
New York
$1.91M +$367K +6,878 +23%
BWA
54
Beam Wealth Advisors
Louisiana
$1.6M -$89.7K -1,679 -5%
GLLW
55
Graves Light Lenhart Wealth
Virginia
$1.4M
AF
56
Allworth Financial
California
$1.3M +$1.32M +24,777 New
FAIM
57
Financial Advocates Investment Management
Washington
$1.14M -$16.8K -315 -1%
GIA
58
Gladstone Institutional Advisory
Florida
$1.14M -$44.5K -834 -4%
QA
59
Quantitative Advantage
Minnesota
$1.11M -$120K -2,239 -10%
FS
60
Ferguson Shapiro
Georgia
$1.04M +$16.8K +314 +2%
FT
61
Fiduciary Trust
Massachusetts
$996K -$10.7K -201 -1%
SFM
62
Signet Financial Management
New Jersey
$971K -$83.7K -1,567 -8%
MML Investors Services
63
MML Investors Services
Massachusetts
$959K -$32.3K -604 -3%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$949K -$15.1M -281,996 -94%
T
65
TCWP
Ohio
$875K +$391K +7,325 +78%
AIA
66
Arbor Investment Advisors
North Carolina
$823K -$89K -1,667 -10%
ASN
67
Advisory Services Network
Georgia
$808K +$307K +5,742 +59%
MWM
68
MTC Wealth Management
Florida
$797K -$4.17M -77,997 -84%
RCAG
69
Rehmann Capital Advisory Group
Michigan
$797K +$37.8K +708 +5%
TPCW
70
TD Private Client Wealth
New York
$788K -$8.97K -168 -1%
FLPIM
71
F.L. Putnam Investment Management
Massachusetts
$720K -$3.85K -72 -0.5%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$718K +$678K +12,700 +1,225%
FTUS
73
Flow Traders U.S.
New York
$654K +$668K +12,509 New
KAS
74
Kestra Advisory Services
Texas
$632K +$646K +12,096 New
CMP
75
Courage Miller Partners
Virginia
$613K