We are live on ! Find out more
ZROZ icon

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

Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
26
Advisory Services Network
Georgia
$825K +$334K +2,182 +86%
Osaic Holdings
27
Osaic Holdings
Arizona
$737K +$646K +4,216 New
SFSIG
28
San Francisco Sentry Investment Group
California
$728K +$638K +4,166 New
WP
29
WealthSource Partners
California
$665K +$583K +3,806 New
NL
30
NVWM LLC
Pennsylvania
$585K +$127K +828 +33%
APA
31
American Portfolios Advisors
New York
$573K +$167K +1,092 +50%
AIP
32
Almanack Investment Partners
Pennsylvania
$536K +$460K +3,000 New
Creative Planning
33
Creative Planning
Kansas
$492K +$432K +2,817 New
CAN
34
Cetera Advisor Networks
California
$429K +$377K +2,457 New
Renaissance Technologies
35
Renaissance Technologies
New York
$419K +$368K +2,400 New
EIP
36
Ellis Investment Partners
Pennsylvania
$368K -$14.7K -96 -4%
FIA
37
Foundations Investment Advisors
Arizona
$346K +$298K +1,947 New
IA
38
IFP Advisors
Florida
$337K -$566K -3,693 -65%
RF
39
RHS Financial
California
$303K -$40.6K -265 -13%
BAM
40
Belpointe Asset Management
Nevada
$269K +$66K +431 +39%
Stifel Financial
41
Stifel Financial
Missouri
$262K -$1.01M -6,593 -81%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$229K +$201K +1,311 New
KC
43
Kingfisher Capital
North Carolina
$204K +$179K +1,165 New
William Blair & Company
44
William Blair & Company
Illinois
$185K – – –
SC
45
Solstein Capital
California
$182K +$159K +1,040 New
SW
46
SVB Wealth
Massachusetts
$174K – – –
CFGS
47
Concourse Financial Group Securities
Alabama
$165K +$84.9K +554 +141%
Citigroup
48
Citigroup
New York
$123K +$1.53K +10 +1%
CFN
49
Cordasco Financial Network
Florida
$75K – – –
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$54K +$46K +300 New
1
2
3