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

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
101
Total Clarity Wealth Management
Illinois
$267K -$10.9K -200 -4%
CM
102
Columbus Macro
Pennsylvania
$262K – – –
WFA
103
Wipfli Financial Advisors
Wisconsin
$259K +$261K +4,759 New
IHL
104
Investment House LLC
California
$259K -$31.4K -574 -11%
EWM
105
Evermay Wealth Management
Virginia
$257K +$245K +4,474 +1,904%
GAM
106
Gould Asset Management
California
$241K -$7.94K -145 -3%
BWM
107
Birchcreek Wealth Management
Ohio
$238K -$158K -2,878 -40%
MAP
108
Milestone Advisory Partners
North Carolina
$229K +$230K +4,207 New
Jane Street
109
Jane Street
New York
$219K -$2.47M -45,088 -92%
BFO
110
Boston Family Office
Massachusetts
$213K – – –
Dynamic Advisor Solutions
111
Dynamic Advisor Solutions
Arizona
$212K +$213K +3,883 New
MCG
112
McCollum Christoferson Group
New York
$201K – – –
Spire Wealth Management
113
Spire Wealth Management
Virginia
$177K – – –
NFSG
114
Newbridge Financial Services Group
Florida
$174K +$22.1K +403 +14%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$144K – – –
DI
116
Disciplined Investments
Oklahoma
$135K – – –
PP
117
PrairieView Partners
Minnesota
$108K – – –
First Horizon Advisors
118
First Horizon Advisors
Tennessee
$65K +$65.5K +1,196 New
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$61K -$337K -6,157 -85%
PB
120
Pinnacle Bancorp
Nebraska
$57K – – –
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$56K -$84.9K -1,550 -60%
Global Retirement Partners
122
Global Retirement Partners
California
$56K +$57.2K +1,044 New
PO
123
Private Ocean
California
$54K – – –
MCC
124
Money Concepts Capital
Florida
$53K +$11.4K +209 +27%
Parallel Advisors
125
Parallel Advisors
California
$50K – – –