We are live on ! Find out more
STPZ icon

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

Name Holding Trade Value Shares
Change
Change in
Stake
SB
76
Strategic Blueprint
Georgia
$356K -$7.72K -140 -2%
SI
77
Saxon Interests
Texas
$347K +$348K +6,318 New
Ballentine Partners
78
Ballentine Partners
Massachusetts
$344K – – –
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$342K -$7.72K -140 -2%
OWA
80
One Wealth Advisors
California
$310K +$310K +5,620 New
WFA
81
Woodward Financial Advisors
North Carolina
$299K +$299K +5,421 New
IHL
82
Investment House LLC
California
$294K +$294K +5,328 New
AP
83
Atwood & Palmer
Missouri
$292K – – –
LWA
84
LWS Wealth Advisors
New Jersey
$283K +$551 +10 +0.2%
TCWM
85
Total Clarity Wealth Management
Illinois
$282K +$22K +400 +8%
One Capital Management
86
One Capital Management
California
$278K +$278K +5,045 New
EM
87
Excalibur Management
Massachusetts
$277K -$2.76K -50 -1%
BOS
88
Bank of Stockton
California
$276K – – –
CM
89
Columbus Macro
Pennsylvania
$266K – – –
TCA
90
Transcend Capital Advisors
New Jersey
$260K -$2.59K -47 -1%
GAM
91
Gould Asset Management
California
$252K -$2.48K -45 -1%
MIS
92
Morningstar Investment Services
Illinois
$247K +$2.87K +52 +1%
SWA
93
Stratos Wealth Advisors
Ohio
$231K +$230K +4,179 New
CIAS
94
CFS Investment Advisory Services
New Jersey
$224K +$225K +4,091 New
BFO
95
Boston Family Office
Massachusetts
$216K – – –
PCP
96
Proficio Capital Partners
Massachusetts
$214K -$8.98K -163 -4%
MCG
97
McCollum Christoferson Group
New York
$204K – – –
Old Mission Capital
98
Old Mission Capital
Illinois
$202K -$2.05M -37,217 -91%
Eaton Vance Management
99
Eaton Vance Management
Massachusetts
$193K – – –
Spire Wealth Management
100
Spire Wealth Management
Virginia
$179K +$85.8K +1,557 +92%