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

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
126
Clayton Financial Group
Missouri
$5.91K +$6.23K +92 New
AC
127
AlphaCore Capital
California
$3.52K +$3.66K +54 New
SWM
128
Spire Wealth Management
Virginia
$3.34K – – –
BWL
129
Bogart Wealth LLC
Virginia
$3.28K – – –
EPG
130
Estate Planners Group
Pennsylvania
$3.21K +$3.38K +50 New
OP
131
ORG Partners
Indiana
$2.89K – – –
EWM
132
Evolution Wealth Management
Florida
$2.63K – – –
Q1WB
133
Quest 10 Wealth Builders
Virginia
$2.57K -$406 -6 -13%
CFD
134
Creative Financial Designs
Indiana
$123 -$8.35M -123,340 -100%
Goldman Sachs
135
Goldman Sachs
New York
– -$9.42M -138,669 Closed
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
– -$4.66M -68,542 Closed
OC
137
Oppenheimer & Co
New York
– -$4.58M -67,330 Closed
OIA
138
OneDigital Investment Advisors
Kansas
– -$2.35M -34,552 Closed
TI
139
Tidal Investments
Wisconsin
– -$1.24M -18,417 Closed
GS
140
GTS Securities
Florida
– -$846K -12,444 Closed
AFA
141
Allium Financial Advisors
Oregon
– -$604K -8,883 Closed
FIA
142
Foundations Investment Advisors
Arizona
– -$484K -7,122 Closed
FAM
143
Formidable Asset Management
Ohio
– -$433K -6,455 Closed
HighTower Advisors
144
HighTower Advisors
Illinois
– -$425K -6,259 Closed
Kovitz Investment Group Partners
145
Kovitz Investment Group Partners
Illinois
– -$238K -3,500 Closed
PAG
146
Private Advisor Group
New Jersey
– -$238K -3,498 Closed
JWCA
147
J.W. Cole Advisors
Florida
– -$203K -2,989 Closed
Fidelity Investments
148
Fidelity Investments
Massachusetts
– -$83.6K -1,230 Closed
PB
149
Pinnacle Bancorp
Nebraska
– -$67.4K -992 Closed
NFSG
150
Newbridge Financial Services Group
Florida
– -$34K -500 Closed