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

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$136M -$44.9M -900,354 -25%
Morgan Stanley
2
Morgan Stanley
New York
$89.5M -$18.5M -371,465 -17%
Wells Fargo
3
Wells Fargo
California
$45M -$9.96M -199,623 -18%
Ameriprise
4
Ameriprise
Minnesota
$32.9M +$132K +2,650 +0.4%
AAS
5
Ameritas Advisory Services
Nebraska
$32.7M +$4.04M +81,043 +14%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$28.9M -$2.96M -59,376 -9%
TF
7
TIAA FSB
Florida
$25.2M -$1M -20,061 -4%
LPL Financial
8
LPL Financial
California
$22.4M +$1.16M +23,329 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$18.4M +$1.79M +35,793 +11%
BFG
10
Bleakley Financial Group
New Jersey
$16.9M +$16.9M +338,964 New
MAP
11
Milestone Advisory Partners
North Carolina
$16.6M -$1.29M -25,774 -7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$16.6M -$3.69M -73,902 -18%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$14.1M -$1.44M -28,902 -9%
SFS
14
Sowell Financial Services
Arkansas
$11M +$5.67M +113,698 +107%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$10.7M -$1.33M -26,644 -11%
AGA
16
Arkos Global Advisors
Texas
$9.39M -$2M -40,037 -18%
Truist Financial
17
Truist Financial
North Carolina
$8.17M -$3.89M -77,976 -32%
AFG
18
Allegheny Financial Group
Pennsylvania
$7.95M +$46.2K +925 +0.6%
BA
19
Bennicas & Associates
California
$7.92M -$1.76M -35,315 -18%
Jane Street
20
Jane Street
New York
$7.89M +$2.81M +56,275 +55%
Osaic Holdings
21
Osaic Holdings
Arizona
$7.75M -$1.36M -27,250 -15%
AWS
22
AJ Wealth Strategies
New York
$7.35M +$4.75M +95,080 +182%
Stifel Financial
23
Stifel Financial
Missouri
$6.57M +$680K +13,628 +12%
AWA
24
Archvest Wealth Advisors
California
$6.23M +$67.2K +1,347 +1%
ACG
25
Allen Capital Group
Nebraska
$6.23M +$6.23M +124,862 New
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