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

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
126
Bogart Wealth LLC
Virginia
$3.47K – – –
Q1WB
127
Quest 10 Wealth Builders
Virginia
$3.13K +$1.18K +18 +64%
OP
128
ORG Partners
Indiana
$3.06K – – –
EWM
129
Evolution Wealth Management
Florida
$2.79K – – –
MCM
130
MAI Capital Management
Ohio
$216 -$1.83K -28 -90%
CIBC Private Wealth Group
131
CIBC Private Wealth Group
Georgia
$36 -$1.31K -20 -95%
IWM
132
IHT Wealth Management
Illinois
– -$6.15M -91,661 Closed
CLGM
133
Capitolis Liquid Global Markets
New York
– -$2.56M -38,200 Closed
CCWM
134
Cassaday & Co Wealth Management
Virginia
– -$2.5M -37,270 Closed
OIS
135
Okabena Investment Services
Minnesota
– -$2.14M -31,977 Closed
ACM
136
Andina Capital Management
Utah
– -$1.54M -22,937 Closed
QC
137
Quadrature Capital
United Kingdom
– -$948K -14,139 Closed
Northern Trust
138
Northern Trust
Illinois
– -$671K -10,000 Closed
SG
139
StoneX Group
New York
– -$671K -10,000 Closed
MC
140
Matisse Capital
Oregon
– -$584K -8,700 Closed
Corient Private Wealth
141
Corient Private Wealth
Florida
– -$548K -8,175 Closed
PWM
142
Prosperity Wealth Management
California
– -$414K -6,176 Closed
GM
143
GeoWealth Management
Illinois
– -$265K -3,946 Closed
PCM
144
Prelude Capital Management
New York
– -$242K -3,610 Closed
MFG
145
Merit Financial Group
Georgia
– -$215K -3,200 Closed
KAS
146
Kestra Advisory Services
Texas
– -$202K -3,007 Closed
PFBT
147
Parkside Financial Bank & Trust
Missouri
– -$26.4K -394 Closed
PSFG
148
Park Square Financial Group
Georgia
– -$5.97K -89 Closed
S
149
SignatureFD
Georgia
– -$3.15K -47 Closed
BCMLT
150
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$2.75K -41 Closed
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