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

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$165M +$47.8M +866,772 +41%
Bank of America
2
Bank of America
North Carolina
$70.3M +$23.4M +424,317 +50%
Members Trust
3
Members Trust
Florida
$63.4M +$916K +16,626 +1%
UBS Group
4
UBS Group
Switzerland
$44.2M +$22.1M +400,193 +100%
AWS
5
AJ Wealth Strategies
New York
$43.1M +$41.4M +750,641 +2,451%
Bank of Nova Scotia
6
Bank of Nova Scotia
Ontario, Canada
$41M +$25.9M +469,815 +171%
Wells Fargo
7
Wells Fargo
California
$40.5M +$14.4M +260,558 +55%
TF
8
TIAA FSB
Florida
$36M +$193K +3,506 +0.5%
BCI
9
Brinker Capital Investments
Pennsylvania
$24.6M +$4.62M +83,785 +23%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$22.2M +$5.05M +91,635 +29%
Truist Financial
11
Truist Financial
North Carolina
$22.1M +$1.57M +28,519 +8%
AAS
12
Ameritas Advisory Services
Nebraska
$20.2M +$20.2M +366,102 New
CPFP
13
Clear Perspectives Financial Planning
Ohio
$17.1M +$1.56M +28,259 +10%
GA
14
Gateway Advisory
New Jersey
$16.9M +$12.9K +234 +0.1%
Ameriprise
15
Ameriprise
Minnesota
$16.5M +$5.32M +96,494 +37%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$16.3M +$3.23M +58,569 +25%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$15.6M +$3.67M +66,615 +31%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$14.4M +$14.4M +260,682 New
LPL Financial
19
LPL Financial
California
$13.6M +$2.99M +54,168 +28%
Osaic Holdings
20
Osaic Holdings
Arizona
$12.4M +$6.81M +123,560 +121%
AIP
21
Almanack Investment Partners
Pennsylvania
$11M +$983K +17,830 +10%
BA
22
Bennicas & Associates
California
$10.9M -$16.5K -300 -0.2%
PAG
23
Private Advisor Group
New Jersey
$9.7M -$5.91M -107,190 -38%
Stifel Financial
24
Stifel Financial
Missouri
$8.94M +$368K +6,673 +4%
AFG
25
Allegheny Financial Group
Pennsylvania
$7.24M +$4.22M +76,526 +140%
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