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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
$121M -$42.2M -770,109 -26%
Bank of America
2
Bank of America
North Carolina
$107M +$38.2M +697,703 +55%
Members Trust
3
Members Trust
Florida
$63.7M +$1.11M +20,303 +2%
Wells Fargo
4
Wells Fargo
California
$60.1M +$20.2M +369,164 +50%
AWS
5
AJ Wealth Strategies
New York
$53M +$10.4M +190,678 +24%
UBS Group
6
UBS Group
Switzerland
$36.2M -$7.53M -137,534 -17%
Bank of Nova Scotia
7
Bank of Nova Scotia
Ontario, Canada
$34.4M -$6.2M -113,235 -15%
TF
8
TIAA FSB
Florida
$32.4M -$2.89M -52,802 -8%
PFA
9
Pure Financial Advisors
California
$32.3M +$32.4M +592,324 New
AAS
10
Ameritas Advisory Services
Nebraska
$26.1M +$6.16M +112,476 +31%
Ameriprise
11
Ameriprise
Minnesota
$20.9M +$1.36M +24,766 +7%
SW
12
Signify Wealth
Missouri
$20.1M +$20.8M +379,981 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$19.5M +$3.41M +62,214 +21%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$18.3M -$3.68M -67,131 -17%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$17.5M +$12.3M +225,433 +235%
BCI
16
Brinker Capital Investments
Pennsylvania
$17.4M -$6.95M -126,945 -28%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$16.9M +$1.54M +28,094 +10%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$16.4M +$2.16M +39,466 +15%
LPL Financial
19
LPL Financial
California
$15.7M +$2.29M +41,767 +17%
OCM
20
One Capital Management
California
$14.9M +$14.7M +269,043 +5,333%
Truist Financial
21
Truist Financial
North Carolina
$14.7M -$7.18M -131,090 -33%
CPFP
22
Clear Perspectives Financial Planning
Ohio
$14M -$2.82M -51,537 -17%
Osaic Holdings
23
Osaic Holdings
Arizona
$12.9M +$521K +9,516 +4%
NF
24
Nvest Financial
New Hampshire
$11.9M +$12M +218,317 New
AGA
25
Arkos Global Advisors
Texas
$11.5M +$10.8M +197,518 +1,477%
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