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
DCM
76
Dimension Capital Management
Florida
$473K – – –
Peapack-Gladstone Financial Corp
77
Peapack-Gladstone Financial Corp
New Jersey
$430K -$594K -11,713 -58%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$423K -$178K -3,505 -29%
Cetera Advisor Networks
79
Cetera Advisor Networks
California
$415K -$85.1K -1,679 -17%
Synovus Financial
80
Synovus Financial
Georgia
$402K -$10.1K -200 -2%
Private Advisor Group
81
Private Advisor Group
New Jersey
$378K -$215K -4,246 -36%
CTWM
82
Cherry Tree Wealth Management
Minnesota
$368K +$371K +7,309 New
FAIM
83
Financial Advocates Investment Management
Washington
$367K +$21.3K +421 +6%
NFSG
84
Newbridge Financial Services Group
Florida
$364K -$658K -12,975 -64%
Diversified Trust
85
Diversified Trust
Tennessee
$331K +$29.9K +590 +10%
RIA
86
Regal Investment Advisors
Michigan
$325K +$24.2K +478 +8%
Atria Wealth Solutions
87
Atria Wealth Solutions
New York
$322K -$1.91M -37,703 -85%
EAM
88
Evanson Asset Management
California
$317K – – –
Renaissance Technologies
89
Renaissance Technologies
New York
$272K -$1.07M -21,100 -80%
AP
90
Atwood & Palmer
Missouri
$267K – – –
DWA
91
Delap Wealth Advisory
Oregon
$257K -$20.4K -403 -7%
LWA
92
LWS Wealth Advisors
New Jersey
$250K +$1.17K +23 +0.5%
HighTower Advisors
93
HighTower Advisors
Illinois
$243K -$4.62K -91 -2%
SFM
94
Signet Financial Management
New Jersey
$242K +$12.5K +247 +5%
CM
95
Columbus Macro
Pennsylvania
$242K – – –
SG
96
StoneX Group
New York
$239K -$279K -5,500 -54%
Old Mission Capital
97
Old Mission Capital
Illinois
$229K -$118K -2,329 -34%
EM
98
Excalibur Management
Massachusetts
$225K -$18.3K -360 -7%
Creative Planning
99
Creative Planning
Kansas
$215K -$355 -7 -0.2%
OWM
100
OneAscent Wealth Management
Alabama
$214K -$51.3K -1,012 -19%