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

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
76
Pines Wealth Management
North Carolina
$278K -$32K -592 -10%
MSA
77
Marathon Strategic Advisors
Pennsylvania
$278K +$3.35K +62 +1%
DWA
78
Delap Wealth Advisory
Oregon
$276K – – –
CWA
79
CogentBlue Wealth Advisors
Tennessee
$275K – – –
CPRC
80
Consolidated Portfolio Review Corp
New York
$268K – – –
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$268K +$267K +4,941 New
Jones Financial Companies
82
Jones Financial Companies
Missouri
$264K +$81.3K +1,505 +45%
HighTower Advisors
83
HighTower Advisors
Illinois
$246K – – –
SFM
84
Signet Financial Management
New Jersey
$245K -$6.32K -117 -3%
AGA
85
Arkos Global Advisors
Texas
$232K +$231K +4,274 New
Apella Capital
86
Apella Capital
Connecticut
$225K -$11K -203 -5%
CNBT
87
Canandaigua National Bank & Trust
New York
$225K – – –
DA
88
Detalus Advisors
Missouri
$218K -$2.7K -50 -1%
SB
89
Semitam Bonam
New York
$204K -$10.5K -195 -5%
Geneos Wealth Management
90
Geneos Wealth Management
Colorado
$140K -$6.34M -117,297 -98%
Comerica Bank
91
Comerica Bank
Texas
$137K -$108 -2 -0.1%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$133K -$33.8K -625 -20%
MAI Capital Management
93
MAI Capital Management
Ohio
$108K +$973 +18 +0.9%
JP Morgan Chase
94
JP Morgan Chase
New York
$107K +$6.97K +129 +7%
Global Retirement Partners
95
Global Retirement Partners
California
$65K -$10K -185 -13%
MASECO Private Wealth
96
MASECO Private Wealth
$60.4K – – –
DWM
97
Dogwood Wealth Management
Kansas
$59.4K – – –
AP
98
Atwood & Palmer
Missouri
$43.3K – – –
CPG
99
Cornerstone Planning Group
New Jersey
$39.7K +$22.9K +423 New
William Blair & Company
100
William Blair & Company
Illinois
$34.9K – – –