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

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$311K +$10.8K +201 +4%
MA
77
Mezzasalma Advisors
New Jersey
$310K +$312K +5,774 New
IF
78
IRON Financial
Illinois
$295K +$1.78K +33 +0.6%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$286K -$45.6K -845 -14%
BCG
80
Breakwater Capital Group
New Jersey
$284K +$285K +5,289 New
Pinnacle Financial Partners (Georgia)
81
Pinnacle Financial Partners (Georgia)
Georgia
$276K +$278K +5,150 New
PWM
82
Pines Wealth Management
North Carolina
$275K – – –
MSA
83
Marathon Strategic Advisors
Pennsylvania
$268K -$7.28K -135 -3%
Cerity Partners
84
Cerity Partners
New York
$244K +$246K +4,554 New
HighTower Advisors
85
HighTower Advisors
Illinois
$244K – – –
SFM
86
Signet Financial Management
New Jersey
$230K -$12.9K -240 -5%
DWA
87
Delap Wealth Advisory
Oregon
$230K -$44.7K -828 -16%
AGA
88
Arkos Global Advisors
Texas
$229K +$54 +1 +0%
CNBT
89
Canandaigua National Bank & Trust
New York
$223K – – –
WRCM
90
Western Reserve Capital Management
Ohio
$221K +$222K +4,118 New
Midwest Trust
91
Midwest Trust
Kansas
$220K +$221K +4,100 New
Apella Capital
92
Apella Capital
Connecticut
$214K -$8.85K -164 -4%
CFO
93
Cambient Family Office
Michigan
$200K +$201K +3,721 New
Comerica Bank
94
Comerica Bank
Texas
$135K -$701 -13 -0.5%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$128K -$4.21K -78 -3%
MAI Capital Management
96
MAI Capital Management
Ohio
$105K -$2.1K -39 -2%
Geneos Wealth Management
97
Geneos Wealth Management
Colorado
$90.4K -$48.4K -898 -35%
MASECO Private Wealth
98
MASECO Private Wealth
$59.8K – – –
DWM
99
Dogwood Wealth Management
Kansas
$58.9K – – –
Global Retirement Partners
100
Global Retirement Partners
California
$55.2K -$9.17K -170 -14%