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

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
76
Delap Wealth Advisory
Oregon
$275K – – –
CWA
77
CogentBlue Wealth Advisors
Tennessee
$273K – – –
MSA
78
Marathon Strategic Advisors
Pennsylvania
$273K -$20K -374 -7%
CPRC
79
Consolidated Portfolio Review Corp
New York
$266K -$5.31K -99 -2%
CM
80
Columbus Macro
Pennsylvania
$264K +$1.34K +25 +0.5%
SFM
81
Signet Financial Management
New Jersey
$250K -$6.91K -129 -3%
HighTower Advisors
82
HighTower Advisors
Illinois
$244K -$7.24K -135 -3%
Apella Capital
83
Apella Capital
Connecticut
$234K -$965 -18 -0.4%
HRT Financial
84
HRT Financial
New York
$232K -$122K -2,273 -34%
CNBT
85
Canandaigua National Bank & Trust
New York
$223K – – –
DA
86
Detalus Advisors
Missouri
$219K +$218K +4,070 New
SB
87
Semitam Bonam
New York
$213K +$212K +3,965 New
Avantax Advisory Services
88
Avantax Advisory Services
Texas
$209K +$536 +10 +0.3%
AG
89
AmeriFlex Group
Nevada
$196K – – –
Jones Financial Companies
90
Jones Financial Companies
Missouri
$181K +$43.4K +809 +32%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$166K -$484K -9,031 -75%
Comerica Bank
92
Comerica Bank
Texas
$136K +$105K +1,955 +341%
MAI Capital Management
93
MAI Capital Management
Ohio
$107K +$1.34K +25 +1%
JP Morgan Chase
94
JP Morgan Chase
New York
$99.4K +$56.8K +1,059 +134%
Global Retirement Partners
95
Global Retirement Partners
California
$74.5K +$74.2K +1,384 New
MASECO Private Wealth
96
MASECO Private Wealth
$60K +$59.8K +1,115 New
DWM
97
Dogwood Wealth Management
Kansas
$58.8K – – –
AP
98
Atwood & Palmer
Missouri
$43K -$198K -3,700 -82%
William Blair & Company
99
William Blair & Company
Illinois
$34.7K – – –
AE Wealth Management
100
AE Wealth Management
Kansas
$30.8K +$429 +8 +1%