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

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
101
Regal Investment Advisors
Michigan
$262K +$262K +5,253 New
Belvedere Trading
102
Belvedere Trading
Illinois
$247K +$248K +4,961 New
LWA
103
LWS Wealth Advisors
New Jersey
$246K -$8.54K -171 -3%
EM
104
Excalibur Management
Massachusetts
$244K -$3.74K -75 -2%
Orion Portfolio Solutions
105
Orion Portfolio Solutions
Nebraska
$243K +$10.2K +204 +4%
CM
106
Columbus Macro
Pennsylvania
$240K – – –
Lincoln National Corp
107
Lincoln National Corp
Pennsylvania
$236K – – –
HPM
108
Hoxton Planning & Management
West Virginia
$234K +$234K +4,683 New
Creative Planning
109
Creative Planning
Kansas
$213K +$213K +4,273 New
First Trust Advisors
110
First Trust Advisors
Illinois
$212K -$3.19K -64 -1%
AIP
111
Almanack Investment Partners
Pennsylvania
$211K +$211K +4,230 New
MCC
112
Money Concepts Capital
Florida
$175K +$165K +3,300 +1,610%
Spire Wealth Management
113
Spire Wealth Management
Virginia
$150K -$23.5K -470 -13%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$150K – – –
SMA
115
Sage Mountain Advisors
Georgia
$128K -$5.09K -102 -4%
DI
116
Disciplined Investments
Oklahoma
$124K – – –
TCM
117
TD Capital Management
Tennessee
$111K +$13.1K +262 +13%
IFP Advisors
118
IFP Advisors
Florida
$51K -$299 -6 -0.6%
Parallel Advisors
119
Parallel Advisors
California
$45.9K -$47.5K -952 -51%
PP
120
PrairieView Partners
Minnesota
$36K -$62.9K -1,261 -63%
William Blair & Company
121
William Blair & Company
Illinois
$35K +$2.85K +57 +9%
PGAM
122
Princeton Global Asset Management
New Jersey
$30K – – –
Smithfield Trust
123
Smithfield Trust
Pennsylvania
$29K – – –
Federation des caisses Desjardins du Quebec
124
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.5K – – –
PB
125
Pinnacle Bancorp
Nebraska
$23K – – –