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

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
51
Essential Planning
New Hampshire
$999K +$88.1K +1,737 +10%
FT
52
Fiduciary Trust
Massachusetts
$972K -$40.6K -800 -4%
MA
53
MAS Advisors
Florida
$944K -$835K -16,471 -47%
RC
54
Roundview Capital
New Jersey
$882K -$279K -5,496 -24%
HFRG
55
Houlihan Financial Resource Group
Virginia
$880K +$880K +17,360 New
DWM
56
Destination Wealth Management
California
$860K +$115K +2,265 +15%
MFG
57
Merit Financial Group
Georgia
$843K -$583K -11,500 -41%
AA
58
Alesco Advisors
New York
$828K +$51 +1 +0%
GAM
59
Gould Asset Management
California
$822K -$32.2K -635 -4%
CF
60
Centaurus Financial
California
$759K -$90.3K -1,780 -11%
WI
61
WBI Investments
New Jersey
$739K -$281K -5,545 -27%
CG
62
Cynosure Group
Utah
$732K +$738K +14,562 New
FLPIM
63
F.L. Putnam Investment Management
Massachusetts
$691K -$2.33K -46 -0.3%
PA
64
PFG Advisors
Arizona
$674K -$658K -12,984 -49%
AFG
65
Allegheny Financial Group
Pennsylvania
$644K -$867K -17,104 -57%
TPCW
66
TD Private Client Wealth
New York
$640K -$54.7K -1,078 -8%
VPP
67
Vertex Planning Partners
Illinois
$597K +$151K +2,979 +34%
LNC
68
Lincoln National Corp
Pennsylvania
$590K +$50.9K +1,003 +9%
MC
69
Moors & Cabot
Massachusetts
$588K -$66.8K -1,317 -10%
CMP
70
Courage Miller Partners
Virginia
$559K -$25.1K -495 -4%
RCAG
71
Rehmann Capital Advisory Group
Michigan
$524K – – –
DAS
72
Dynamic Advisor Solutions
Arizona
$522K +$52K +1,026 +11%
SW
73
Signify Wealth
Missouri
$498K +$54.6K +1,077 +12%
KAS
74
Kestra Advisory Services
Texas
$483K -$6.75K -133 -1%
DCM
75
Dimension Capital Management
Florida
$473K – – –
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