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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
BP
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
IHL
81
Investment House LLC
California
$294K +$294K +5,328 New
AP
82
Atwood & Palmer
Missouri
$292K
LWA
83
LWS Wealth Advisors
New Jersey
$283K +$551 +10 +0.2%
TCWM
84
Total Clarity Wealth Management
Illinois
$282K +$22K +400 +8%
OCM
85
One Capital Management
California
$278K +$278K +5,045 New
EM
86
Excalibur Management
Massachusetts
$277K -$2.76K -50 -1%
BOS
87
Bank of Stockton
California
$276K
CM
88
Columbus Macro
Pennsylvania
$266K
TCA
89
Transcend Capital Advisors
New Jersey
$260K -$2.59K -47 -1%
GAM
90
Gould Asset Management
California
$252K -$2.48K -45 -1%
MIS
91
Morningstar Investment Services
Illinois
$247K +$2.87K +52 +1%
SWA
92
Stratos Wealth Advisors
Ohio
$231K +$230K +4,179 New
CIAS
93
CFS Investment Advisory Services
New Jersey
$224K +$225K +4,091 New
BFO
94
Boston Family Office
Massachusetts
$216K
PCP
95
Proficio Capital Partners
Massachusetts
$214K -$8.98K -163 -4%
MCG
96
McCollum Christoferson Group
New York
$204K
OMC
97
Old Mission Capital
Illinois
$202K -$2.05M -37,217 -91%
EVM
98
Eaton Vance Management
Massachusetts
$193K
SWM
99
Spire Wealth Management
Virginia
$179K +$85.8K +1,557 +92%
NFSG
100
Newbridge Financial Services Group
Florida
$154K +$153K +2,785 New