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

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$772K +$21.5K +273 +3%
NRWA
52
North Ridge Wealth Advisors
Oregon
$722K -$26.7K -338 -4%
HCM
53
Hollencrest Capital Management
California
$682K -$15.1K -191 -2%
CA
54
Cetera Advisors
Colorado
$666K -$31.6K -400 -5%
CAMG
55
CWA Asset Management Group
Florida
$611K
ACM
56
Ashford Capital Management
Delaware
$593K -$885K -11,217 -60%
CG
57
Cutler Group
California
$587K -$195K -2,477 -25%
CF
58
Centaurus Financial
California
$576K +$356K +4,515 +164%
RBFC
59
Roman Butler Fullerton & Co
Missouri
$535K +$75K +950 +15%
Goldman Sachs
60
Goldman Sachs
New York
$500K -$638K -8,090 -56%
AWS
61
Atria Wealth Solutions
New York
$472K +$74.4K +943 +19%
TC
62
TownSquare Capital
Utah
$382K +$380K +4,820 New
FIA
63
Foundations Investment Advisors
Arizona
$359K +$18.9K +240 +6%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$351K +$224K +2,845 +179%
GSC
65
Ground Swell Capital
South Carolina
$337K +$336K +4,257 New
FA
66
Fermata Advisors
California
$333K -$315K -3,996 -49%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$329K
LSIA
68
LaSalle St. Investment Advisors
Illinois
$324K
JP Morgan Chase
69
JP Morgan Chase
New York
$321K -$12K -152 -4%
Corient Private Wealth
70
Corient Private Wealth
Florida
$318K +$317K +4,011 New
AFO
71
Arrowroot Family Office
California
$317K +$11.9K +151 +4%
HPM
72
Hoxton Planning & Management
West Virginia
$317K -$12.4K -157 -4%
Barclays
73
Barclays
United Kingdom
$309K
AWM
74
AE Wealth Management
Kansas
$298K -$4.53M -57,421 -94%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$288K +$143K +1,810 +99%