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

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$1.53K +$1.31K +14 +700%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$1.44K -$102K -1,085 -99%
HT
103
Headlands Technologies
Illinois
$1.05K +$1.03K +11 New
GWM
104
Geneos Wealth Management
Colorado
$670
CAS
105
Coppell Advisory Solutions
Texas
-$20M -229,550 Closed
CASC
106
Coppell Advisory Solutions Corp
Texas
-$20M -229,550 Closed
CIM
107
Confluence Investment Management
Missouri
-$7.63M -87,404 Closed
SPC
108
Sigma Planning Corp
Michigan
-$1.36M -15,585 Closed
BEI
109
Benjamin Edwards Inc
Missouri
-$1.23M -14,068 Closed
GEM
110
Global Endowment Management
North Carolina
-$1.05M -12,000 Closed
IWM
111
Iams Wealth Management
Nebraska
-$995K -11,395 Closed
TWP
112
Tempus Wealth Planning
California
-$731K -8,375 Closed
LFAS
113
Level Four Advisory Services
Texas
-$578K -6,615 Closed
VWA
114
Visionary Wealth Advisors
Illinois
-$485K -5,554 Closed
SL
115
SWMG LLC
Texas
-$275K -3,152 Closed
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
-$261K -2,990 Closed
AAS
117
Avantax Advisory Services
Texas
-$218K -2,498 Closed
HWP
118
Heritage Wealth Partners
Ohio
-$210K -2,458 Closed
BF
119
BOK Financial
Oklahoma
-$214K -2,450 Closed
MM
120
Main Management
California
-$87K -1,000 Closed
MCC
121
Money Concepts Capital
Florida
-$43.7K -500 Closed
FA
122
Fiduciary Alliance
South Carolina
-$10.8K -124 Closed
USCWA
123
U.S. Capital Wealth Advisors
Texas
-$8.73K -100 Closed
RIA
124
Realta Investment Advisors
Delaware
-$3.58K -41 Closed