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PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$358K +$417 +3 +0.1%
ASN
27
Advisory Services Network
Georgia
$338K +$205K +1,472 +138%
NL
28
NVWM LLC
Pennsylvania
$336K -$192K -1,379 -35%
EIP
29
Ellis Investment Partners
Pennsylvania
$294K +$1.39K +10 +0.5%
APA
30
American Portfolios Advisors
New York
$292K +$157K +1,132 +107%
RF
31
RHS Financial
California
$267K +$34K +245 +14%
FA
32
Forefront Analytics
Pennsylvania
$249K +$1.25K +9 +0.5%
CS
33
Credit Suisse
Switzerland
$239K +$249K +1,795 New
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$239K +$249K +1,795 New
KCM
35
Karp Capital Management
California
$220K +$229K +1,650 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$201K -$146K -1,047 -41%
CAAS
37
Capital Asset Advisory Services
Michigan
$174K +$165K +1,190 New
BAM
38
Belpointe Asset Management
Nevada
$148K +$154K +1,108 New
William Blair & Company
39
William Blair & Company
Illinois
$141K -$27.8K -200 -16%
SW
40
SVB Wealth
Massachusetts
$133K +$139K +1,000 New
Citigroup
41
Citigroup
New York
$93K -$417 -3 -0.4%
OPS
42
Orion Portfolio Solutions
Nebraska
$93K +$97.3K +700 New
CFN
43
Cordasco Financial Network
Florida
$57K
CFGS
44
Concourse Financial Group Securities
Alabama
$52K +$54.6K +393 New
AF
45
Allworth Financial
California
$29K
HIA
46
Harbor Investment Advisory
Maryland
$23K +$24.5K +176 New
HWA
47
HCR Wealth Advisors
California
$20K +$20.8K +150 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$4K
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$2.36K +17 +121%
BlackRock
50
BlackRock
New York
$1K