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PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
301
Strait & Sound Wealth Management
California
$272K +$266 +3 +0.1%
SCM
302
SOL Capital Management
Maryland
$271K +$43.4K +490 +20%
RBC
303
Romano Brothers & Co
Illinois
$268K +$257K +2,895 New
ACG
304
Allen Capital Group
Nebraska
$262K -$24.2K -273 -9%
SS
305
Sunbelt Securities
Texas
$259K -$5.05K -57 -2%
MFG
306
Merit Financial Group
Georgia
$258K +$247K +2,792 New
AWA
307
Artemis Wealth Advisors
New York
$253K
TFA
308
Tobias Financial Advisors
Florida
$250K +$239K +2,700 New
9WM
309
9258 Wealth Management
Ohio
$247K -$28K -316 -11%
PTC
310
Private Trust Company
Ohio
$245K +$99.6K +1,124 +74%
AO
311
Advisor OS
Illinois
$243K +$233K +2,630 New
VA
312
Valmark Advisers
Ohio
$242K -$2.04K -23 -0.9%
OWM
313
OneAscent Wealth Management
Alabama
$236K -$101K -1,134 -31%
Luther King Capital Management (LKCM)
314
Luther King Capital Management (LKCM)
Texas
$231K
MWM
315
Mascoma Wealth Management
New Hampshire
$230K -$19.1K -216 -8%
LWA
316
Lantern Wealth Advisors
New York
$229K +$220K +2,480 New
RRA
317
Round Rock Advisors
Connecticut
$223K +$177 +2 +0.1%
AWM
318
Avaii Wealth Management
Wisconsin
$223K -$48.6K -548 -19%
LCWP
319
Legacy Capital Wealth Partners
Arkansas
$222K +$89 +1 +0%
PI
320
PFG Investments
New York
$220K -$5.94K -67 -3%
EWP
321
Elevation Wealth Partners
California
$214K -$19.5K -220 -8%
BCA
322
Bay Colony Advisors
Massachusetts
$213K +$89 +1 +0%
EWM
323
Empirical Wealth Management
Washington
$213K
AA
324
ACT Advisors
North Carolina
$212K -$4.17K -47 -2%
SWM
325
SeaCrest Wealth Management
New York
$210K