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PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
251
Baldwin Wealth Partners
Massachusetts
$33K +$32.5K +300 New
CFA
252
Carroll Financial Associates
North Carolina
$30K +$30K +277 New
Fidelity Investments
253
Fidelity Investments
Massachusetts
$29K +$10.8K +100 +59%
GSWM
254
Golden State Wealth Management
California
$28K
SA
255
SRH Advisors
Kansas
$27K
TL
256
TrueWealth LLC
Georgia
$27K +$217 +2 +0.8%
ACA
257
Aptus Capital Advisors
Alabama
$26K +$26.6K +246 New
William Blair & Company
258
William Blair & Company
Illinois
$25K
JCM
259
Jacobi Capital Management
Pennsylvania
$22K
OIA
260
Optimum Investment Advisors
Illinois
$22K
SFSG
261
Stearns Financial Services Group
North Carolina
$21K +$21.2K +196 New
RFWA
262
RPg Family Wealth Advisory
Massachusetts
$19.1K -$2.71K -25 -13%
LFG
263
LifePlan Financial Group
Ohio
$18K
LGWM
264
Litman Gregory Wealth Management
California
$16K
WT
265
Whittier Trust
California
$13K
NSIM
266
North Star Investment Management
Illinois
$13K +$12.9K +119 New
Rockefeller Capital Management
267
Rockefeller Capital Management
New York
$12K
AF
268
Advisornet Financial
Minnesota
$10K -$203K -1,871 -95%
SB
269
Strategic Blueprint
Georgia
$10K +$10.1K +93 New
CTC
270
Central Trust Company
Missouri
$7K
JFA
271
JNBA Financial Advisors
Minnesota
$6K
ME
272
McIlrath & Eck
Washington
$5K
BHWM
273
Bay Harbor Wealth Management
Maryland
$4K
FFW
274
Fusion Family Wealth
New York
$2K
GWS
275
Glassman Wealth Services
Virginia
$2K