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Pimco 1-5

$STPZ

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NewIncreasedMaintainedDecreasedLiquidated
1101794
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Ferguson Shapiro Llc03-31-20211-5 Us Tip Idx764,445Increased6625.139.9941,922,000.006,705.5254.84Form 13
Gateway Advisory, Llc03-31-20211-5 Us Tip Idx299,666Increased2.544.1616,434,000.003.7954.84Form 13
Global Retirement Partners, Llc03-31-20211-5 Us Tip Idx1,044Maintained0.000.0157,000.000.0054.60Form 13
Bennicas & Associates, Inc.03-31-2021Com203,720Increased4.606.4111,172,000.005.8754.84Form 13
Arbor Investment Advisors, Llc03-31-2021Com9,772Maintained0.000.12536,000.001.3254.85Form 13
New Capital Management Lp03-31-20211-5 Us Tip Idx0Liquidated!-100.000.000.000.000.00Form 13
Gradient Investments Llc03-31-20211-5 Us Tip Idx10Maintained0.000.001,000.000.00100.00Form 13
Krilogy Financial Llc03-31-20211-5 Us Tip Idx63,687Decreased-14.230.373,493,000.00-13.1754.85Form 13
Tiaa, Fsb03-31-2021Exchange Traded Fund574,696Increased23.250.1131,517,000.0024.75110.29Form 13
Prairieview Partners, Llc03-31-20211-5 Us Tip Idx3,358Maintained0.000.03184,000.001.1054.79Form 13
Old National Bancorp /in/03-31-20211-5 Us Tip Idx0Liquidated!-100.000.000.000.000.00Form 13
Private Advisor Group, Llc03-31-20211-5 Us Tip Idx183,383Decreased-14.360.1010,056,000.00-13.3354.84Form 13
Mccollum Christoferson Group Llc03-31-20211-5 Us Tip Idx4,315Maintained0.000.06237,000.001.2854.92Form 13
Evanson Asset Management, Llc03-31-20211-5 Us Tip Idx5,627Maintained0.000.05309,000.001.3154.91Form 13
Parallel Advisors, Llc03-31-2021Etf921Maintained0.000.0051,000.002.0055.37Form 13
Columbus Macro, Llc03-31-20211-5 Us Tip Idx4,816Maintained0.000.08264,000.001.1554.82Form 13
H&h Retirement Design & Management Inc03-31-20211-5 Us Tip Idx124,340Increased20.404.106,826,000.0022.6454.90Form 13
Atwood & Palmer Inc03-31-2021Com5,333Decreased-17.000.03292,000.00-16.0954.75Form 13
Bank Of Stockton03-31-2021Equities6,000Maintained0.000.11329,000.001.2354.83Form 13
Courage Miller Partners, Llc03-31-2021Etf13,545Maintained0.000.32743,000.001.2354.85Form 13
Clean Yield Group03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
Pfg Advisors03-31-20211-5 Us Tip Idx7,717Increased8.010.05423,000.009.3054.81Form 13
Versant Capital Management, Inc03-31-2021Etf75Maintained0.000.004,000.000.0053.33Form 13
Sonora Investment Management, Llc03-31-2021Equities445Decreased-21.930.0024,000.00-22.5853.93Form 13
Us Bancorp \de\03-31-2021Other1,262Decreased-20.030.0069,000.00-18.8254.68Form 13
Pinnacle Wealth Planning Services, Inc.03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
Lws Wealth Advisors, Inc.03-31-20211-5 Us Tip Idx5,302Increased4.270.13291,000.005.8254.88Form 13
Ifp Advisors, Inc03-31-2021Stock0Maintained0.000.000.000.000.00Form 13
Trustcore Financial Services, Llc03-31-20211-5 Us Tip Idx200Maintained0.000.0011,000.000.0055.00Form 13
Archetype Wealth Partners03-31-2021Etf11,142Decreased-1.950.23611,000.00-0.8154.84Form 13
Excalibur Management Corp03-31-2021Etf4,770Maintained0.000.13262,000.001.5554.93Form 13
Focused Wealth Management, Inc03-31-20211-5 Us Tip Idx448Maintained0.000.0025,000.004.1755.80Form 13
Envestnet Asset Management Inc03-31-20211-5 Us Tip Idx190,552Increased16.150.0110,450,000.0017.5754.84Form 13
Danda Trouve Investment Management, Inc.03-31-20211-5 Us Tip Idx183Maintained0.000.0110,000.000.0054.64Form 13
Commonwealth Equity Services, Llc03-31-20211-5 Us Tip Idx85,360Increased16.060.014,681,000.0017.4954.84Form 13
Destination Wealth Management03-31-20211-5 Us Tip Idx16,157Decreased-5.230.04886,000.00-4.1154.84Form 13
Sigma Planning Corp03-31-2021Etf3,713Increased0.320.01204,000.001.4954.94Form 13
Allred Capital Management, Llc03-31-20211-5 Us Tip Idx83New!0.000.004,572,000.000.0055,084.34Form 13
Boston Family Office Llc03-31-20211-5 Us Tip Idx3,915Maintained0.000.02214,000.000.9454.66Form 13
Gould Asset Management Llc /ca/03-31-20211-5 Us Tip Idx5,210Decreased-21.710.09286,000.00-20.7854.89Form 13
Blackrock Inc.03-31-20211-5 Us Tip Idx565Decreased-7.980.0031,000.00-6.0654.87Form 13