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PIMCO Active Bond Exchange-Traded Fund
BOND

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
226
MorganRosel Wealth Management
Colorado
$582K +$75K +713 +14%
SIM
227
Stratos Investment Management
Ohio
$580K -$75.4K -716 -11%
BRWA
228
B. Riley Wealth Advisors
Florida
$570K -$42.3K -402 -7%
IA
229
IFP Advisors
Florida
$552K -$1.65M -15,709 -76%
FCCM
230
First City Capital Management
Georgia
$552K +$7.89K +75 +1%
SWM
231
Sanctuary Wealth Management
Idaho
$544K -$7.16K -68 -1%
IFG
232
Independent Financial Group
California
$539K -$194K -1,841 -26%
MNBTD
233
Moody National Bank Trust Division
Texas
$535K – – –
NCM
234
Next Capital Management
New York
$508K -$438K -4,161 -45%
PG
235
Patten Group
Tennessee
$494K -$34.4K -327 -6%
MGWM
236
Marks Group Wealth Management
Minnesota
$484K +$93.5K +888 +23%
SPC
237
Sigma Planning Corp
Michigan
$480K -$41K -390 -8%
LFASL
238
Lugano Financial Advisors SA (LFA)
Switzerland
$474K +$489K +4,650 New
BS
239
Boenning & Scattergood
Pennsylvania
$464K +$24.7K +235 +5%
AWE
240
Avidian Wealth Enterprises
Texas
$462K -$272K -2,588 -36%
AWM
241
AE Wealth Management
Kansas
$459K -$1.93M -18,306 -80%
SCM
242
Spreng Capital Management
Ohio
$455K – – –
HCM
243
Hengehold Capital Management
Ohio
$454K – – –
UCFA
244
United Capital Financial Advisors
Texas
$453K -$87K -827 -16%
BCWM
245
Bartlett & Co Wealth Management
Ohio
$448K -$21.1K -200 -4%
BC
246
Bartlett & Co
Ohio
$448K -$21.1K -200 -4%
CA
247
Cambridge Advisors
Nebraska
$447K -$116K -1,100 -20%
WCFA
248
Walkner Condon Financial Advisors
Wisconsin
$440K -$30.5K -290 -6%
PTC
249
Private Trust Company
Ohio
$433K -$141K -1,340 -24%
DADC
250
D.A. Davidson & Co
Montana
$428K -$2.14M -20,306 -83%
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