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PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MOS
301
MGO One Seven
Ohio
$265K -$112K -1,235 -30%
IAS
302
Insigneo Advisory Services
Florida
$262K +$253K +2,800 New
PI
303
PFG Investments
New York
$262K -$284K -3,142 -52%
CAG
304
Crestwood Advisors Group
Massachusetts
$257K
SS
305
Sunbelt Securities
Texas
$255K
AWA
306
Artemis Wealth Advisors
New York
$255K +$3.17K +35 +1%
SFPG
307
Stonebridge Financial Planning Group
Florida
$250K +$248K +2,741 New
AWE
308
Avidian Wealth Enterprises
Texas
$249K +$247K +2,732 New
TFA
309
Tobias Financial Advisors
Florida
$247K +$995 +11 +0.4%
NCM
310
Northwest Capital Management
Oregon
$246K -$48.4K -535 -17%
9WM
311
9258 Wealth Management
Ohio
$243K
PJSIMP
312
P.J. Schmidt Investment Management (PJS)
Wisconsin
$236K +$234K +2,590 New
RRA
313
Round Rock Advisors
Connecticut
$229K +$26.1K +289 +13%
Luther King Capital Management (LKCM)
314
Luther King Capital Management (LKCM)
Texas
$228K
WIM
315
WealthPlan Investment Management
Nebraska
$225K +$1.99K +22 +0.9%
LWA
316
Lantern Wealth Advisors
New York
$225K -$97.9K -1,082 -31%
KWM
317
Kaydan Wealth Management
Michigan
$223K +$21.5K +238 +11%
LWMNY
318
Landmark Wealth Management (New York)
New York
$219K -$5.45M -60,226 -96%
WWMSC
319
Wagner Wealth Management (South Carolina)
South Carolina
$219K +$217K +2,403 New
LCWP
320
Legacy Capital Wealth Partners
Arkansas
$219K +$217K +2,403 New
ECM
321
Evergreen Capital Management
Washington
$216K -$183K -2,025 -46%
WSFG
322
Wall Street Financial Group
Illinois
$214K +$212K +2,345 New
FHC
323
First Heartland Consultants
Missouri
$212K
FF
324
Farrell Financial
New York
$211K +$2.53K +28 +1%
AA
325
ACT Advisors
North Carolina
$211K +$2.17K +24 +1%