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

Name Holding Trade Value Shares
Change
Change in
Stake
Atria Wealth Solutions
76
Atria Wealth Solutions
New York
$319K -$10.2K -200 -3%
DWA
77
Delap Wealth Advisory
Oregon
$263K -$262K -5,108 -50%
HighTower Advisors
78
HighTower Advisors
Illinois
$261K -$50.6K -987 -16%
AP
79
Atwood & Palmer
Missouri
$252K – – –
CM
80
Columbus Macro
Pennsylvania
$248K – – –
Peapack-Gladstone Financial Corp
81
Peapack-Gladstone Financial Corp
New Jersey
$235K -$44.6K -870 -16%
Avantax Advisory Services
82
Avantax Advisory Services
Texas
$234K +$19.8K +387 +9%
PA
83
PFG Advisors
Arizona
$234K -$43.3K -846 -16%
SFM
84
Signet Financial Management
New Jersey
$231K -$2.71K -53 -1%
Raymond James Financial Services Advisors
85
Raymond James Financial Services Advisors
Florida
$225K -$760K -14,826 -77%
CIAS
86
CFS Investment Advisory Services
New Jersey
$219K -$5.23K -102 -2%
EM
87
Excalibur Management
Massachusetts
$204K -$12.3K -240 -6%
SG
88
StoneX Group
New York
$202K – – –
Spire Wealth Management
89
Spire Wealth Management
Virginia
$169K -$44.1K -860 -21%
DWM
90
Dogwood Wealth Management
Kansas
$132K -$59.5K -1,162 -31%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$112K -$44.3K -864 -28%
Comerica Bank
92
Comerica Bank
Texas
$87.5K -$512K -10,000 -85%
PMFA
93
Plante Moran Financial Advisors
Michigan
$48.9K +$48.7K +950 New
Principal Securities
94
Principal Securities
Iowa
$47.2K -$4.87K -95 -9%
FGAM
95
Financial Gravity Asset Management
Texas
$45.8K – – –
William Blair & Company
96
William Blair & Company
Illinois
$33.2K – – –
PP
97
PrairieView Partners
Minnesota
$25K – – –
PB
98
Pinnacle Bancorp
Nebraska
$23.4K – – –
Federation des caisses Desjardins du Quebec
99
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.3K – – –
CIA
100
Cape Investment Advisory
Georgia
$18.3K -$4.56K -89 -20%