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

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
76
Boston Family Office
Massachusetts
$216K
VCM
77
Vivaldi Capital Management
Illinois
$212K +$212K +3,853 New
BWM
78
Birchcreek Wealth Management
Ohio
$207K +$207K +3,765 New
MCG
79
McCollum Christoferson Group
New York
$203K -$34.4K -625 -14%
EVM
80
Eaton Vance Management
Massachusetts
$193K
PP
81
PrairieView Partners
Minnesota
$185K
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$145K
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$142K
DI
84
Disciplined Investments
Oklahoma
$137K
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$87K +$19.3K +351 +29%
PMFA
86
Plante Moran Financial Advisors
Michigan
$76K +$76.2K +1,384 New
GRP
87
Global Retirement Partners
California
$57K
MFAM
88
M Financial Asset Management
Oregon
$57K
PA
89
Parallel Advisors
California
$51K
SWM
90
Spire Wealth Management
Virginia
$43K -$56.4K -1,024 -57%
AA
91
Ancora Advisors
Ohio
$40K
William Blair & Company
92
William Blair & Company
Illinois
$36K -$16K -290 -31%
PGAM
93
Princeton Global Asset Management
New Jersey
$32K
ST
94
Smithfield Trust
Pennsylvania
$31K
BlackRock
95
BlackRock
New York
$25K -$6.33K -115 -20%
SIM
96
Sonora Investment Management
Arizona
$25K
FWM
97
Focused Wealth Management
New York
$25K +$55 +1 +0.2%
DOA
98
D'Orazio & Associates
Virginia
$25K +$275 +5 +1%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$24K +$1.16K +21 +5%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$15K -$39.9K -725 -73%