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PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WP
251
WealthPLAN Partners
Nebraska
$349K -$655K -7,086 -65%
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$348K
MGWM
253
Marks Group Wealth Management
Minnesota
$346K +$109K +1,177 +46%
CA
254
Cambridge Advisors
Nebraska
$342K -$18.5K -200 -5%
PPP
255
Private Portfolio Partners
New Jersey
$339K +$338K +3,655 New
PFGIA
256
Patriot Financial Group Insurance Agency
Massachusetts
$338K -$171K -1,849 -34%
BWA
257
Burt Wealth Advisors
Maryland
$333K
SCM
258
Spreng Capital Management
Ohio
$332K -$22.6K -245 -6%
HWM
259
HB Wealth Management
Georgia
$329K +$1.76K +19 +0.5%
KeyBank National Association
260
KeyBank National Association
Ohio
$326K -$20.2K -218 -6%
FWM
261
Fortress Wealth Management
California
$324K +$2.68K +29 +0.8%
Betterment LLC
262
Betterment LLC
New York
$318K +$317K +3,430 New
Ameriprise
263
Ameriprise
Minnesota
$315K +$314K +3,393 New
SIM
264
Stratos Investment Management
Ohio
$309K +$12.5K +135 +4%
PA
265
PFG Advisors
Arizona
$303K +$8.87K +96 +3%
NRI
266
NFP Retirement Inc
California
$300K +$1.39K +15 +0.5%
BPA
267
Beacon Pointe Advisors
California
$299K -$170K -1,840 -36%
CSPAM
268
Cary Street Partners Asset Management
Virginia
$296K -$24.9K -269 -8%
LMKC
269
L.M. Kohn & Company
Ohio
$292K -$23.9K -259 -8%
B
270
Bridgeworth
Alabama
$291K +$6.84K +74 +2%
SAG
271
Spotlight Asset Group
Illinois
$289K +$307K +3,318 New
GEA
272
Glen Eagle Advisors
New Jersey
$284K +$462 +5 +0.2%
VA
273
Valmark Advisers
Ohio
$280K -$14.9K -161 -5%
SPC
274
Sigma Planning Corp
Michigan
$276K -$832K -8,997 -75%
CWM
275
Catalyst Wealth Management
Georgia
$271K +$41.8K +452 +18%