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

Name Holding Trade Value Shares
Change
Change in
Stake
Private Advisor Group
76
Private Advisor Group
New Jersey
$376K +$151 +3 +0%
CTWM
77
Cherry Tree Wealth Management
Minnesota
$366K – – –
Diversified Trust
78
Diversified Trust
Tennessee
$347K +$16.6K +330 +5%
RC
79
Roundview Capital
New Jersey
$324K -$556K -11,074 -63%
Atria Wealth Solutions
80
Atria Wealth Solutions
New York
$321K – – –
EAM
81
Evanson Asset Management
California
$316K – – –
AFG
82
Allegheny Financial Group
Pennsylvania
$274K -$368K -7,321 -57%
Cetera Advisor Networks
83
Cetera Advisor Networks
California
$273K -$140K -2,788 -34%
Peapack-Gladstone Financial Corp
84
Peapack-Gladstone Financial Corp
New Jersey
$264K -$165K -3,278 -38%
DWA
85
Delap Wealth Advisory
Oregon
$256K – – –
HighTower Advisors
86
HighTower Advisors
Illinois
$253K +$10K +200 +4%
Merit Financial Group
87
Merit Financial Group
Georgia
$251K -$591K -11,756 -70%
LWA
88
LWS Wealth Advisors
New Jersey
$250K +$1.36K +27 +0.5%
AP
89
Atwood & Palmer
Missouri
$245K -$20.1K -400 -8%
CM
90
Columbus Macro
Pennsylvania
$241K – – –
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$240K -$25.5M -507,019 -99%
SFM
92
Signet Financial Management
New Jersey
$235K -$6.83K -136 -3%
IFG Advisory
93
IFG Advisory
Georgia
$224K +$225K +4,480 New
EM
94
Excalibur Management
Massachusetts
$224K – – –
TSS
95
Two Sigma Securities
New York
$222K +$223K +4,436 New
Davenport & Co
96
Davenport & Co
Virginia
$220K +$8.39K +167 +4%
SG
97
StoneX Group
New York
$213K -$24.8K -494 -10%
Avantax Advisory Services
98
Avantax Advisory Services
Texas
$208K +$209K +4,153 New
Spire Wealth Management
99
Spire Wealth Management
Virginia
$208K +$21.1K +419 +11%
TCM
100
TD Capital Management
Tennessee
$99.5K -$12.7K -252 -11%