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PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
301
LifePlan Financial Group
Ohio
$18K
LGWM
302
Litman Gregory Wealth Management
California
$17K
PVH
303
Psagot Value Holdings
Israel
$14K -$12.7K -116 -48%
CFA
304
Carroll Financial Associates
North Carolina
$13K
WT
305
Whittier Trust
California
$13K
LWM
306
Liberty Wealth Management
California
$13K +$110 +1 +0.9%
Rockefeller Capital Management
307
Rockefeller Capital Management
New York
$12K
LFG
308
Larson Financial Group
Missouri
$11K +$548 +5 +5%
KTC
309
Kistler-Tiffany Companies
Pennsylvania
$8K +$7.67K +70 New
SIS
310
Sound Income Strategies
Florida
$7K
JFA
311
JNBA Financial Advisors
Minnesota
$6K
GFPC
312
Global Financial Private Client
Florida
$5.9K
ME
313
McIlrath & Eck
Washington
$5K
LAS
314
Lloyd Advisory Services
Georgia
$5K +$4.71K +43 New
BHWM
315
Bay Harbor Wealth Management
Maryland
$4K
MAWCM
316
Mine & Arao Wealth Creation & Management
California
$3K +$110 +1 +3%
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$3K +$548 +5 +25%
FFW
318
Fusion Family Wealth
New York
$2K
GWS
319
Glassman Wealth Services
Virginia
$2K
WIM
320
Westside Investment Management
California
$17 -$27.4K -250 -61%
BSAM
321
Blue Sky Asset Management
Colorado
-$13.8M -129,521 Closed
FIG
322
FundX Investment Group
California
-$13.5M -127,146 Closed
Jane Street
323
Jane Street
New York
-$8.92M -84,037 Closed
AF
324
Allworth Financial
California
-$7.24M -68,223 Closed
SCA
325
Stokes Capital Advisors
South Carolina
-$6.88M -64,833 Closed