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

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
51
HMV Wealth Advisors
Louisiana
$557K +$559K +10,655 New
JSA
52
Jim Saulnier & Associates
Colorado
$542K +$82.2K +1,566 +18%
CMP
53
Courage Miller Partners
Virginia
$527K -$157 -3 -0%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$508K – – –
Raymond James Financial
55
Raymond James Financial
Florida
$496K +$498K +9,484 New
PA
56
Parkside Advisors
California
$480K -$64.3K -1,225 -12%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$470K +$45.6K +868 +11%
BIM
58
Breakwater Investment Management
Washington
$457K – – –
PWM
59
Pines Wealth Management
North Carolina
$451K +$452K +8,614 New
VPP
60
Vertex Planning Partners
Illinois
$433K -$8.71K -166 -2%
BWMG
61
Barnes Wealth Management Group
California
$432K +$434K +8,263 New
Synovus Financial
62
Synovus Financial
Georgia
$418K – – –
FAIM
63
Financial Advocates Investment Management
Washington
$411K -$6.56K -125 -2%
DCM
64
Dimension Capital Management
Florida
$391K – – –
SAW
65
Signal Advisors Wealth
Michigan
$342K +$343K +6,528 New
Diversified Trust
66
Diversified Trust
Tennessee
$331K – – –
EAM
67
Evanson Asset Management
California
$330K – – –
TD Private Client Wealth
68
TD Private Client Wealth
New York
$320K -$7.82K -149 -2%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$311K +$3.15K +60 +1%
CreativeOne Wealth
70
CreativeOne Wealth
Kansas
$291K -$67.8K -1,292 -19%
Kestra Advisory Services
71
Kestra Advisory Services
Texas
$289K -$3.83K -73 -1%
MSA
72
Marathon Strategic Advisors
Pennsylvania
$285K -$3.04K -58 -1%
DWA
73
Delap Wealth Advisory
Oregon
$267K – – –
SFM
74
Signet Financial Management
New Jersey
$267K +$47.3K +902 +21%
CWA
75
CogentBlue Wealth Advisors
Tennessee
$265K +$266K +5,074 New