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PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
251
Prestige Wealth Management Group
New Jersey
$289K +$32.7K +346 +12%
SAG
252
Spotlight Asset Group
Illinois
$289K +$314K +3,318 New
Lido Advisors
253
Lido Advisors
California
$288K -$821K -8,672 -73%
NRI
254
NFP Retirement Inc
California
$287K +$7.67K +81 +3%
GVAG
255
Great Valley Advisor Group
Delaware
$279K +$85.2K +900 +41%
MGWM
256
Marks Group Wealth Management
Minnesota
$271K -$165K -1,738 -37%
HPWM
257
Highland Private Wealth Management
Washington
$268K
GCM
258
Gator Capital Management
Florida
$260K
BCA
259
Bay Colony Advisors
Massachusetts
$260K +$568 +6 +0.2%
PJSIMP
260
P.J. Schmidt Investment Management (PJS)
Wisconsin
$256K -$375K -3,962 -57%
CAWM
261
Capital Advisors Wealth Management
Washington
$253K -$94K -993 -26%
SFG
262
StrategIQ Financial Group
Indiana
$253K
Luther King Capital Management (LKCM)
263
Luther King Capital Management (LKCM)
Texas
$252K
IFG
264
Independent Financial Group
California
$251K -$2.75K -29 -1%
AWA
265
Artemis Wealth Advisors
New York
$246K
WG
266
Watchman Group
Texas
$233K -$31.2K -330 -11%
OC
267
Oppenheimer & Co
New York
$223K -$83.3K -880 -26%
WCFA
268
Walkner Condon Financial Advisors
Wisconsin
$222K -$118K -1,243 -33%
FPCP
269
Fort Point Capital Partners
California
$221K -$104K -1,100 -31%
BFEC
270
Benjamin F. Edwards & Company
Missouri
$219K +$4.54K +48 +2%
IP
271
Intellectus Partners
California
$218K
UCFA
272
United Capital Financial Advisors
Texas
$217K -$151K -1,592 -40%
BC
273
Bartlett & Co
Ohio
$216K
BCWM
274
Bartlett & Co Wealth Management
Ohio
$216K
BFA
275
Beacon Financial Advisory
Ohio
$215K -$1.14M -12,082 -83%