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

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
51
Burt Wealth Advisors
Maryland
$894K +$181K +3,591 +26%
Alesco Advisors
52
Alesco Advisors
New York
$855K +$12.6K +250 +2%
Destination Wealth Management
53
Destination Wealth Management
California
$836K +$9.04K +179 +1%
PA
54
Parkside Advisors
California
$825K -$6.11K -121 -0.7%
MA
55
MAS Advisors
Florida
$762K -$159K -3,157 -17%
GAM
56
Gould Asset Management
California
$666K +$32.3K +640 +5%
TD Private Client Wealth
57
TD Private Client Wealth
New York
$644K -$10.5K -208 -2%
Concurrent Investment Advisors
58
Concurrent Investment Advisors
Florida
$613K +$605K +11,989 New
Comerica Bank
59
Comerica Bank
Texas
$598K -$141K -2,797 -19%
VPP
60
Vertex Planning Partners
Illinois
$592K -$21.4K -424 -4%
AGA
61
Arkos Global Advisors
Texas
$587K -$46.2K -916 -7%
CTWM
62
Cherry Tree Wealth Management
Minnesota
$559K +$183K +3,616 +49%
MI
63
Motiv8 Investments
Florida
$540K +$533K +10,560 New
DWA
64
Delap Wealth Advisory
Oregon
$523K +$258K +5,108 +100%
CMP
65
Courage Miller Partners
Virginia
$520K – – –
RCAG
66
Rehmann Capital Advisory Group
Michigan
$497K – – –
Renaissance Technologies
67
Renaissance Technologies
New York
$491K +$485K +9,600 New
DCM
68
Dimension Capital Management
Florida
$481K – – –
TWP
69
Tyche Wealth Partners
Texas
$479K +$473K +9,363 New
RIA
70
Regal Investment Advisors
Michigan
$458K +$43.7K +866 +11%
WI
71
WBI Investments
New Jersey
$435K -$81K -1,604 -16%
FAIM
72
Financial Advocates Investment Management
Washington
$419K +$20.4K +405 +5%
Synovus Financial
73
Synovus Financial
Georgia
$409K – – –
Raymond James & Associates
74
Raymond James & Associates
Florida
$406K -$116K -2,308 -23%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$390K -$40K -792 -9%