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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
76
Allium Financial Advisors
Oregon
$596K
FWM
77
FLP Wealth Management
Arkansas
$586K -$424K -6,407 -42%
MC
78
Matisse Capital
Oregon
$584K +$576K +8,700 New
Comerica Bank
79
Comerica Bank
Texas
$576K -$86.2K -1,303 -13%
Corient Private Wealth
80
Corient Private Wealth
Florida
$548K -$1.59K -24 -0.3%
BL
81
BCWM LLC
Kansas
$517K +$510K +7,713 New
IWC
82
Integrated Wealth Concepts
Massachusetts
$498K +$16.9K +255 +4%
PTC
83
Private Trust Company
Ohio
$496K -$34.1K -515 -7%
TSS
84
Two Sigma Securities
New York
$469K +$33.2K +501 +8%
Simplex Trading
85
Simplex Trading
Illinois
$447K +$116K +1,760 +36%
FAM
86
Formidable Asset Management
Ohio
$427K
PWM
87
Prosperity Wealth Management
California
$414K +$137K +2,074 +51%
GLR
88
Great Lakes Retirement
Ohio
$371K -$14.3K -216 -4%
HCM
89
Hollencrest Capital Management
California
$361K -$101K -1,529 -22%
CIA
90
Concurrent Investment Advisors
Florida
$330K +$96.6K +1,460 +42%
IA
91
Integrity Alliance
Iowa
$325K +$43.7K +661 +16%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$325K -$690K -10,431 -68%
NRWA
93
North Ridge Wealth Advisors
Oregon
$279K +$84K +1,269 +44%
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$278K
GM
95
GeoWealth Management
Illinois
$265K +$261K +3,946 New
AQR Capital Management
96
AQR Capital Management
Connecticut
$256K +$252K +3,814 New
PCM
97
Prelude Capital Management
New York
$242K +$239K +3,610 New
Kovitz Investment Group Partners
98
Kovitz Investment Group Partners
Illinois
$235K
LAS
99
Lloyd Advisory Services
Georgia
$227K -$24.2K -366 -10%
PAG
100
Private Advisor Group
New Jersey
$227K -$22.8K -344 -9%