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

Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
76
Cherry Tree Wealth Management
Minnesota
$366K
DT
77
Diversified Trust
Tennessee
$347K +$16.6K +330 +5%
RC
78
Roundview Capital
New Jersey
$324K -$556K -11,074 -63%
AWS
79
Atria Wealth Solutions
New York
$321K
EAM
80
Evanson Asset Management
California
$316K
AFG
81
Allegheny Financial Group
Pennsylvania
$274K -$368K -7,321 -57%
CAN
82
Cetera Advisor Networks
California
$273K -$140K -2,788 -34%
PGFC
83
Peapack-Gladstone Financial Corp
New Jersey
$264K -$165K -3,278 -38%
DWA
84
Delap Wealth Advisory
Oregon
$256K
HighTower Advisors
85
HighTower Advisors
Illinois
$253K +$10K +200 +4%
MFG
86
Merit Financial Group
Georgia
$251K -$591K -11,756 -70%
LWA
87
LWS Wealth Advisors
New Jersey
$250K +$1.36K +27 +0.5%
AP
88
Atwood & Palmer
Missouri
$245K -$20.1K -400 -8%
CM
89
Columbus Macro
Pennsylvania
$241K
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$240K -$25.5M -507,019 -99%
SFM
91
Signet Financial Management
New Jersey
$235K -$6.83K -136 -3%
IA
92
IFG Advisory
Georgia
$224K +$225K +4,480 New
EM
93
Excalibur Management
Massachusetts
$224K
TSS
94
Two Sigma Securities
New York
$222K +$223K +4,436 New
DC
95
Davenport & Co
Virginia
$220K +$8.39K +167 +4%
SG
96
StoneX Group
New York
$213K -$24.8K -494 -10%
AAS
97
Avantax Advisory Services
Texas
$208K +$209K +4,153 New
SWM
98
Spire Wealth Management
Virginia
$208K +$21.1K +419 +11%
TCM
99
TD Capital Management
Tennessee
$99.5K -$12.7K -252 -11%
PP
100
PrairieView Partners
Minnesota
$36K