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

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$91.6M +$36.8M +458,225 +70%
Bank of America
2
Bank of America
North Carolina
$85.3M +$690K +8,581 +0.8%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$84.5M +$18.3M +227,582 +29%
Morgan Stanley
4
Morgan Stanley
New York
$46.7M +$1.6M +19,938 +4%
Stifel Financial
5
Stifel Financial
Missouri
$37.6M +$10.5M +130,841 +40%
HWM
6
Horizon Wealth Management
Illinois
$28.6M +$27.9M +346,939 New
CCA
7
Carrera Capital Advisors
Michigan
$23.2M +$5.87M +73,068 +35%
Wells Fargo
8
Wells Fargo
California
$18.3M -$1.54M -19,131 -8%
GG
9
GenWealth Group
New Jersey
$17.2M +$431K +5,357 +3%
UBS Group
10
UBS Group
Switzerland
$16.7M -$424K -5,275 -3%
FAIM
11
Financial Advocates Investment Management
Washington
$13.7M +$4.14M +51,561 +45%
Ameriprise
12
Ameriprise
Minnesota
$13.7M -$142K -1,772 -1%
USCWA
13
U.S. Capital Wealth Advisors
Texas
$12.8M +$12.5M +155,542 New
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$12.5M +$1.61M +20,081 +15%
AWM
15
AE Wealth Management
Kansas
$11.9M +$5.54M +68,947 +92%
KF
16
Krilogy Financial
Missouri
$11.8M +$232K +2,889 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$11.6M +$9.24M +115,005 +442%
WWA
18
WCG Wealth Advisors
Nevada
$11.6M -$1.34M -16,628 -11%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$10.1M +$2.37M +29,535 +32%
CBB
20
Citizens Business Bank
California
$9.91M +$112K +1,396 +1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$9.61M -$1.1M -13,636 -10%
AFA
22
Atlas Financial Advisors
California
$9.54M -$17K -212 -0.2%
GAG
23
Goodman Advisory Group
Massachusetts
$9.53M -$89.9K -1,118 -1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$8.59M -$18M -224,175 -68%
IWM
25
IHT Wealth Management
Illinois
$6.97M +$6.8M +84,580 New