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

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
26
Atlas Financial Advisors
California
$6.54M -$1.53M -20,439 -18%
CPC
27
Consolidated Planning Corp
Georgia
$6.37M +$6.96M +92,859 New
MAWAG
28
Mid-American Wealth Advisory Group
Missouri
$6.26M +$5.52M +73,572 +417%
WWA
29
WCG Wealth Advisors
Nevada
$5.81M -$4.2M -55,981 -40%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$5.8M +$377K +5,030 +6%
IWM
31
IHT Wealth Management
Illinois
$5.68M -$130K -1,736 -2%
PA
32
Paragon Advisors
Texas
$5.59M +$2.06M +27,440 +51%
VBFP
33
Valtinson Bruner Financial Planning
Minnesota
$5.01M +$5.47M +72,959 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$4.88M +$2.45M +32,638 +85%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$4.71M -$4.02M -53,614 -44%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$4.38M +$1.78M +23,762 +59%
LPT
37
Legacy Private Trust
Wisconsin
$4.09M -$171K -2,285 -4%
ACM
38
Arlington Capital Management
Illinois
$4.08M +$4.46M +59,442 New
LAS
39
Lloyd Advisory Services
Georgia
$3.44M -$7.42K -99 -0.2%
CWA
40
Consilio Wealth Advisors
Washington
$3.42M +$243K +3,245 +7%
RC
41
Rareview Capital
Nevada
$2.87M +$1.01M +13,488 +63%
OIA
42
OneDigital Investment Advisors
Kansas
$2.81M +$163K +2,169 +6%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$2.68M +$2.52M +33,662 +622%
P
44
&Partners
Tennessee
$2.52M +$2.77M +36,973 New
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$2.47M -$8.7M -116,017 -76%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$2.11M -$1.76M -23,456 -43%
CIG
47
CHB Investment Group
Pennsylvania
$2.05M +$172K +2,300 +8%
OIS
48
Okabena Investment Services
Minnesota
$1.98M +$2.17M +28,924 New
CCM
49
Crew Capital Management
Ohio
$1.93M -$3.5M -46,689 -62%
PWM
50
Provident Wealth Management
Tennessee
$1.93M -$133K -1,775 -6%