We are live on ! Find out more
BOND icon

PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
226
Creative Financial Designs
Indiana
$49K – – –
IRC
227
Investors Research Corp
Georgia
$45K – – –
LPWM
228
Lake Point Wealth Management
Texas
$42K – – –
GI
229
Gradient Investments
Minnesota
$35K +$212 +2 +0.6%
WEC
230
Winslow Evans & Crocker
Massachusetts
$34K -$423 -4 -1%
DSC
231
Duncker Streett & Co
Missouri
$32K +$31.8K +300 New
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$28K -$12.4K -117 -31%
GSWM
233
Golden State Wealth Management
California
$27K – – –
SA
234
SRH Advisors
Kansas
$27K – – –
TL
235
TrueWealth LLC
Georgia
$27K +$212 +2 +0.8%
William Blair & Company
236
William Blair & Company
Illinois
$25K – – –
RFWA
237
RPg Family Wealth Advisory
Massachusetts
$21.5K – – –
DAM
238
Delta Asset Management
Tennessee
$21K – – –
JCM
239
Jacobi Capital Management
Pennsylvania
$21K – – –
OIA
240
Optimum Investment Advisors
Illinois
$21K – – –
Fidelity Investments
241
Fidelity Investments
Massachusetts
$18K – – –
LFG
242
LifePlan Financial Group
Ohio
$18K – – –
PA
243
Parallel Advisors
California
$18K +$15.3K +145 +558%
LGWM
244
Litman Gregory Wealth Management
California
$16K – – –
WT
245
Whittier Trust
California
$13K – – –
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$12K – – –
AWM
247
Avior Wealth Management
Nebraska
$12K +$11.4K +108 New
DWM
248
Doyle Wealth Management
Florida
$10K +$10.1K +95 New
TFS
249
TrustCore Financial Services
Tennessee
$9K +$8.47K +80 New
CTC
250
Central Trust Company
Missouri
$7K +$6.88K +65 New