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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
$51.4M -$6.25M -121,517 -11%
Bank of America
2
Bank of America
North Carolina
$37.2M -$2.99M -58,225 -7%
AAS
3
Ameritas Advisory Services
Nebraska
$27.2M -$4.46M -86,835 -14%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$19.2M +$19M +368,706 +16,999%
BFG
5
Bleakley Financial Group
New Jersey
$19M -$275K -5,341 -1%
SW
6
Simplicity Wealth
New Jersey
$19M -$275K -5,341 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$15.7M +$2.08M +40,388 +15%
LPL Financial
8
LPL Financial
California
$14.9M -$466K -9,059 -3%
Wells Fargo
9
Wells Fargo
California
$14.6M +$137K +2,668 +1%
TIAA Trust, National Association
10
TIAA Trust, National Association
North Carolina
$13.8M +$388K +7,554 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.84M +$705K +13,705 +10%
Bank of Nova Scotia
12
Bank of Nova Scotia
Ontario, Canada
$7.71M +$7.68M +149,380 New
KLI
13
Kelman-Lazarov Inc
Tennessee
$7.57M +$241K +4,684 +3%
BPA
14
Beacon Pointe Advisors
California
$6.61M -$419K -8,149 -6%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$5.86M -$1.59M -31,013 -21%
Osaic Holdings
16
Osaic Holdings
Arizona
$5.55M +$3.9M +75,800 +240%
LFS
17
Lutz Financial Services
Nebraska
$4.97M +$12K +234 +0.2%
Jane Street
18
Jane Street
New York
$4.78M -$1.45M -28,119 -23%
Ameriprise
19
Ameriprise
Minnesota
$3.98M -$907K -17,644 -19%
AIA
20
Arbor Investment Advisors
North Carolina
$3.95M +$1.08M +20,913 +38%
UBS Group
21
UBS Group
Switzerland
$3.81M -$932K -18,123 -20%
AWA
22
Archvest Wealth Advisors
California
$3.55M -$1.72M -33,407 -33%
Truist Financial
23
Truist Financial
North Carolina
$3.17M +$344K +6,686 +12%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.03M -$32.3K -629 -1%
Stifel Financial
25
Stifel Financial
Missouri
$2.8M -$40.2K -782 -1%
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