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

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
101
One Wealth Advisors
California
$278K +$23.3K +451 +9%
Ballentine Partners
102
Ballentine Partners
Massachusetts
$263K – – –
MHS
103
M Holdings Securities
Oregon
$263K – – –
AP
104
Atwood & Palmer
Missouri
$262K – – –
SG
105
StoneX Group
New York
$255K +$267K +5,170 New
LWA
106
LWS Wealth Advisors
New Jersey
$252K +$3.15K +61 +1%
BOS
107
Bank of Stockton
California
$247K – – –
EM
108
Excalibur Management
Massachusetts
$246K – – –
CM
109
Columbus Macro
Pennsylvania
$238K – – –
Lincoln National Corp
110
Lincoln National Corp
Pennsylvania
$233K +$52 +1 +0%
SW
111
Signify Wealth
Missouri
$232K – – –
Orion Portfolio Solutions
112
Orion Portfolio Solutions
Nebraska
$231K +$18.6K +360 +8%
IHL
113
Investment House LLC
California
$216K – – –
First Trust Advisors
114
First Trust Advisors
Illinois
$213K +$223K +4,316 New
Spire Wealth Management
115
Spire Wealth Management
Virginia
$172K -$13.7K -265 -7%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$153K – – –
SMA
117
Sage Mountain Advisors
Georgia
$132K +$138K +2,677 New
DI
118
Disciplined Investments
Oklahoma
$123K – – –
GM
119
GeoWealth Management
Illinois
$101K +$105K +2,026 New
PP
120
PrairieView Partners
Minnesota
$98K – – –
TCM
121
TD Capital Management
Tennessee
$97K +$101K +1,961 New
Parallel Advisors
122
Parallel Advisors
California
$93K +$49.2K +952 +103%
Global Retirement Partners
123
Global Retirement Partners
California
$52K – – –
IFP Advisors
124
IFP Advisors
Florida
$52K +$1.24K +24 +3%
SOS
125
Silver Oak Securities
Tennessee
$32.3K +$33.3K +644 New