We are live on ! Find out more
BOND icon

PIMCO Active Bond Exchange-Traded Fund
BOND

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
251
Sequoia Financial Advisors
Ohio
$541K -$1.92M -20,951 -78%
DWM
252
Dynasty Wealth Management
Florida
$499K +$497K +5,435 New
RPGK
253
Retirement Planning Group (Kansas)
Kansas
$495K – – –
PWMAG
254
Pinnacle Wealth Management Advisory Group
New Jersey
$482K +$7.59K +83 +2%
HKIMG
255
Hutchens & Kramer Investment Management Group
Indiana
$474K +$278K +3,042 +140%
MIM
256
Macroview Investment Management
Maryland
$472K -$77.6K -848 -14%
MBTD
257
Mechanics Bank - Trust Department
California
$470K -$9.15K -100 -2%
SB
258
Strategic Blueprint
Georgia
$460K -$40.6K -444 -8%
NCM
259
Next Capital Management
New York
$458K – – –
WWP
260
Waypoint Wealth Partners
California
$456K +$11.9K +130 +3%
JWCA
261
J.W. Cole Advisors
Florida
$436K +$106K +1,155 +32%
GCM
262
Gallacher Capital Management
Colorado
$430K -$111K -1,217 -21%
MW
263
MBL Wealth
North Carolina
$430K +$60.9K +666 +17%
LNC
264
Lincoln National Corp
Pennsylvania
$427K -$27.5K -301 -6%
RBC
265
Romano Brothers & Co
Illinois
$422K +$156K +1,700 +59%
KWS
266
Keystone Wealth Services
California
$417K +$113K +1,239 +38%
GA
267
Greytown Advisors
Florida
$416K – – –
WP
268
Westmount Partners
California
$415K -$23.7K -259 -5%
ECM
269
Evergreen Capital Management
Washington
$404K -$27.5K -301 -6%
WIA
270
World Investment Advisors
California
$404K +$402K +4,394 New
MCM
271
Mainstay Capital Management
Michigan
$395K -$370K -4,040 -48%
LCM
272
Leisure Capital Management
California
$385K -$3.06M -33,458 -89%
SIAS
273
Summit Investment Advisory Services
Minnesota
$383K -$103K -1,122 -21%
MOS
274
MGO One Seven
Ohio
$381K -$5.95K -65 -2%
AWM
275
Axxcess Wealth Management
California
$379K – – –
9 10
11
12 13