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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
$57.5M -$6.37M -124,285 -10%
Bank of America
2
Bank of America
North Carolina
$40.1M -$7.9M -154,210 -17%
AAS
3
Ameritas Advisory Services
Nebraska
$31.6M +$3.97M +77,462 +14%
BFG
4
Bleakley Financial Group
New Jersey
$19.2M -$2.8M -54,743 -13%
SW
5
Simplicity Wealth
New Jersey
$19.2M +$19.1M +372,943 New
LPL Financial
6
LPL Financial
California
$15.3M -$1.12M -21,840 -7%
Wells Fargo
7
Wells Fargo
California
$14.4M -$583K -11,378 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$13.6M +$1.96M +38,214 +17%
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$13.3M +$179K +3,490 +1%
PPW
10
Pasadena Private Wealth
California
$8.72M +$8.68M +169,338 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$7.44M +$3.47M +67,763 +88%
KLI
12
Kelman-Lazarov Inc
Tennessee
$7.3M +$250K +4,889 +4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.11M -$292K -5,705 -4%
BPA
14
Beacon Pointe Advisors
California
$7.01M -$179K -3,490 -2%
Jane Street
15
Jane Street
New York
$6.22M +$2.24M +43,812 +57%
AWA
16
Archvest Wealth Advisors
California
$5.25M -$232K -4,527 -4%
LFS
17
Lutz Financial Services
Nebraska
$4.94M -$60.2K -1,174 -1%
Ameriprise
18
Ameriprise
Minnesota
$4.86M -$9.93M -193,757 -67%
UBS Group
19
UBS Group
Switzerland
$4.74M -$41.8K -815 -0.9%
SPC
20
Sigma Planning Corp
Michigan
$4.09M +$2.38M +46,449 +141%
Citadel Advisors
21
Citadel Advisors
Florida
$3.07M +$1.63M +31,771 +114%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.06M -$324K -6,327 -10%
AIA
23
Arbor Investment Advisors
North Carolina
$2.87M +$1.03M +20,185 +57%
Stifel Financial
24
Stifel Financial
Missouri
$2.84M -$209K -4,078 -7%
Truist Financial
25
Truist Financial
North Carolina
$2.81M -$162K -3,153 -5%
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