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

Name Holding Trade Value Shares
Change
Change in
Stake
MSA
76
Marathon Strategic Advisors
Pennsylvania
$278K +$3.35K +62 +1%
DWA
77
Delap Wealth Advisory
Oregon
$276K
CWA
78
CogentBlue Wealth Advisors
Tennessee
$275K
CPRC
79
Consolidated Portfolio Review Corp
New York
$268K
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$268K +$267K +4,941 New
Jones Financial Companies
81
Jones Financial Companies
Missouri
$264K +$81.3K +1,505 +45%
HighTower Advisors
82
HighTower Advisors
Illinois
$246K
SFM
83
Signet Financial Management
New Jersey
$245K -$6.32K -117 -3%
AGA
84
Arkos Global Advisors
Texas
$232K +$231K +4,274 New
AC
85
Apella Capital
Connecticut
$225K -$11K -203 -5%
CNBT
86
Canandaigua National Bank & Trust
New York
$225K
DA
87
Detalus Advisors
Missouri
$218K -$2.7K -50 -1%
SB
88
Semitam Bonam
New York
$204K -$10.5K -195 -5%
GWM
89
Geneos Wealth Management
Colorado
$140K -$6.34M -117,297 -98%
Comerica Bank
90
Comerica Bank
Texas
$137K -$108 -2 -0.1%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$133K -$33.8K -625 -20%
MCM
92
MAI Capital Management
Ohio
$108K +$973 +18 +0.9%
JP Morgan Chase
93
JP Morgan Chase
New York
$107K +$6.97K +129 +7%
GRP
94
Global Retirement Partners
California
$65K -$10K -185 -13%
MPW
95
MASECO Private Wealth
$60.4K
DWM
96
Dogwood Wealth Management
Kansas
$59.4K
AP
97
Atwood & Palmer
Missouri
$43.3K
CPG
98
Cornerstone Planning Group
New Jersey
$39.7K +$22.9K +423 New
William Blair & Company
99
William Blair & Company
Illinois
$34.9K
AWM
100
AE Wealth Management
Kansas
$31.3K +$324 +6 +1%