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

Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Allworth Financial
California
$29K – – –
HIA
52
Harbor Investment Advisory
Maryland
$23K – – –
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$22K +$23.1K +166 New
BWL
54
Bogart Wealth LLC
Virginia
$18K +$18.8K +135 New
PP
55
Pacifica Partners
Canada
$17K – – –
WBC
56
West Branch Capital
Massachusetts
$13K – – –
CAAS
57
Capital Asset Advisory Services
Michigan
$8K – – –
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
ODG
59
O'Dell Group
Ohio
$5K – – –
Fidelity Investments
60
Fidelity Investments
Massachusetts
$3K -$5.56K -40 -66%
PA
61
Parallel Advisors
California
$3K – – –
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
AWM
63
Avondale Wealth Management
Texas
$3K +$278 +2 +10%
OLVIG
64
Oliver Lagore Vanvalin Investment Group
Michigan
$3K +$2.78K +20 New
C
65
Covestor
United Kingdom
$1K – – –
HR
66
Howe & Rusling
New York
$1K +$1.11K +8 New
IWC
67
Integrated Wealth Concepts
Massachusetts
– -$20.9M -137,268 Closed
HSBC Holdings
68
HSBC Holdings
United Kingdom
– -$3.53M -23,200 Closed
Invesco
69
Invesco
Georgia
– -$259K -1,698 Closed
JP Morgan Chase
70
JP Morgan Chase
New York
– -$76K -500 Closed
Simplex Trading
71
Simplex Trading
Illinois
– -$42K -279 Closed
CG
72
Cutler Group
California
– -$15K -100 Closed
EVM
73
Eaton Vance Management
Massachusetts
– -$15K -100 Closed