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

Name Holding Trade Value Shares
Change
Change in
Stake
CM
101
Columbus Macro
Pennsylvania
$252K
LNC
102
Lincoln National Corp
Pennsylvania
$247K +$252K +4,722 New
SW
103
Signify Wealth
Missouri
$246K -$20M -375,285 -99%
NFSG
104
Newbridge Financial Services Group
Florida
$234K +$69K +1,291 +40%
IHL
105
Investment House LLC
California
$229K -$20.2K -378 -8%
CW
106
CreativeOne Wealth
Kansas
$227K -$577K -10,809 -71%
OPS
107
Orion Portfolio Solutions
Nebraska
$226K -$187K -3,500 -45%
HighTower Advisors
108
HighTower Advisors
Illinois
$223K -$77K -1,441 -25%
TCA
109
Transcend Capital Advisors
New Jersey
$220K +$225K +4,216 New
TSS
110
Two Sigma Securities
New York
$215K +$219K +4,106 New
Renaissance Technologies
111
Renaissance Technologies
New York
$209K -$4.96M -92,900 -96%
BFO
112
Boston Family Office
Massachusetts
$205K
SWM
113
Spire Wealth Management
Virginia
$196K +$26.7K +500 +15%
TCWM
114
Total Clarity Wealth Management
Illinois
$186K -$72.1K -1,350 -28%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$158K +$19.8K +370 +14%
DI
116
Disciplined Investments
Oklahoma
$130K
PP
117
PrairieView Partners
Minnesota
$104K
GRP
118
Global Retirement Partners
California
$55K
SWM
119
SeaCrest Wealth Management
New York
$51K +$52.5K +982 New
IA
120
IFP Advisors
Florida
$50K
PA
121
Parallel Advisors
California
$48K
William Blair & Company
122
William Blair & Company
Illinois
$34K
PGAM
123
Princeton Global Asset Management
New Jersey
$31K +$320 +6 +1%
ST
124
Smithfield Trust
Pennsylvania
$29K
EWM
125
Evermay Wealth Management
Virginia
$28K -$222K -4,164 -88%