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

Name Holding Trade Value Shares
Change
Change in
Stake
BL
76
BCWM LLC
Kansas
$545K +$19.8K +302 +4%
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
$511K +$492K +7,517 New
FIA
78
Foundations Investment Advisors
Arizona
$484K -$170K -2,600 -27%
PTC
79
Private Trust Company
Ohio
$469K -$32.4K -495 -7%
MA
80
Mutual Advisors
Nebraska
$460K -$775K -11,830 -64%
TSS
81
Two Sigma Securities
New York
$457K -$17.4K -265 -4%
CRI
82
Colonial River Investments
Virginia
$456K -$163K -2,481 -27%
AWM
83
Axxcess Wealth Management
California
$456K -$151K -2,304 -26%
NRWA
84
North Ridge Wealth Advisors
Oregon
$438K +$149K +2,282 +55%
FAM
85
Formidable Asset Management
Ohio
$433K +$32.3K +493 +8%
SW
86
Simplicity Wealth
New Jersey
$432K +$417K +6,362 New
HighTower Advisors
87
HighTower Advisors
Illinois
$425K -$1M -15,313 -71%
GLR
88
Great Lakes Retirement
Ohio
$354K -$21.4K -327 -6%
CIA
89
Concurrent Investment Advisors
Florida
$352K +$17.4K +266 +5%
IA
90
Integrity Alliance
Iowa
$332K +$1.77K +27 +0.6%
VWA
91
Visionary Wealth Advisors
Illinois
$319K +$93.6K +1,429 +44%
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$282K
BFF
93
Byrne Financial Freedom
Massachusetts
$278K +$268K +4,085 New
AQR Capital Management
94
AQR Capital Management
Connecticut
$259K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$258K -$68.8K -1,050 -22%
TCCM
96
Timber Creek Capital Management
Massachusetts
$250K -$2.47M -37,677 -91%
Kovitz Investment Group Partners
97
Kovitz Investment Group Partners
Illinois
$238K
PAG
98
Private Advisor Group
New Jersey
$238K +$7.66K +117 +3%
SFS
99
Sowell Financial Services
Arkansas
$224K +$1.05K +16 +0.5%
LAS
100
Lloyd Advisory Services
Georgia
$217K -$12.3K -188 -6%