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

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$86.8M -$23.4M -313,993 -24%
LPL Financial
2
LPL Financial
California
$71.5M +$29.6M +396,736 +90%
Morgan Stanley
3
Morgan Stanley
New York
$45.6M +$9.39M +126,005 +31%
Stifel Financial
4
Stifel Financial
Missouri
$24.4M +$20M +267,730 +1,484%
KF
5
Krilogy Financial
Missouri
$23.8M +$20.8M +279,188 New
UBS Group
6
UBS Group
Switzerland
$21.2M +$10.2M +136,326 +121%
Wells Fargo
7
Wells Fargo
California
$20.6M +$4.73M +63,492 +36%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$18.7M +$8.45M +113,402 +107%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$17.1M +$14.9M +199,540 +21,250%
WWA
10
WCG Wealth Advisors
Nevada
$11.7M -$539K -7,227 -5%
AFA
11
Atlas Financial Advisors
California
$10.7M -$11.2M -150,481 -55%
Ameriprise
12
Ameriprise
Minnesota
$9.94M +$2.25M +30,117 +35%
CBB
13
Citizens Business Bank
California
$9.53M +$187K +2,507 +2%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$9.53M +$8.33M +111,676 New
GAG
15
Goodman Advisory Group
Massachusetts
$9.2M +$6.16M +82,584 +327%
SPIA
16
Steward Partners Investment Advisory
New York
$8M +$6.99M +93,764 New
GG
17
GenWealth Group
New Jersey
$7.65M -$4.21M -56,492 -39%
FAIM
18
Financial Advocates Investment Management
Washington
$7.16M +$6.26M +83,928 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$6.82M +$2.94M +39,450 +98%
HWM
20
Horizon Wealth Management
Illinois
$6.62M +$157K +2,109 +3%
TCCM
21
Timber Creek Capital Management
Massachusetts
$6.15M +$5.38M +72,107 New
LPT
22
Legacy Private Trust
Wisconsin
$5.1M -$4.19M -56,159 -48%
CCM
23
Crew Capital Management
Ohio
$4.8M +$4.19M +56,220 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$4.79M +$25.5K +342 +0.6%
RJA
25
Raymond James & Associates
Florida
$4.76M -$3M -40,243 -42%