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PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
301
Westwood Wealth Management
California
$701K +$701K +7,498 New
SOS
302
Silver Oak Securities
Tennessee
$700K +$334K +3,565 +91%
TAM
303
Titleist Asset Management
Texas
$699K +$703K +7,509 New
HAM
304
Harmony Asset Management
Arizona
$696K +$221K +2,367 +46%
RFA
305
Rollins Financial Advisors
New York
$689K +$365K +3,904 +112%
TFA
306
Tranquilli Financial Advisor
New Jersey
$688K -$9.73K -104 -1%
DWM
307
Dakota Wealth Management
Florida
$682K +$685K +7,327 New
CFD
308
Creative Financial Designs
Indiana
$673K +$7.95K +85 +1%
OP
309
ORG Partners
Indiana
$673K -$3.18K -34 -0.5%
AWM
310
Avondale Wealth Management
Texas
$661K
AT
311
American Trust
Kentucky
$645K -$7.39K -79 -1%
WN
312
Williams & Novak
California
$640K +$223K +2,382 +53%
MIM
313
Macroview Investment Management
Maryland
$635K +$17K +182 +3%
Rockefeller Capital Management
314
Rockefeller Capital Management
New York
$634K +$126K +1,344 +25%
SIAS
315
Summit Investment Advisory Services
Minnesota
$621K +$112K +1,200 +22%
NFA
316
Northwest Financial Advisors
Virginia
$602K -$2.47M -26,386 -80%
OFS
317
OneAscent Financial Services
Alabama
$591K -$618K -6,601 -51%
AMG
318
Asset Management Group
Connecticut
$586K -$30.7K -328 -5%
WS
319
Wedbush Securities
California
$583K +$4.21K +45 +0.7%
IAS
320
Insigneo Advisory Services
Florida
$578K +$152K +1,620 +35%
LAS
321
Legacy Advisory Services
Pennsylvania
$566K +$748 +8 +0.1%
DAS
322
Dynamic Advisor Solutions
Arizona
$566K +$24.7K +264 +5%
WIA
323
World Investment Advisors
California
$559K +$294K +3,143 +110%
FA
324
FSA Advisors
Michigan
$554K +$40.7K +435 +8%
RMP
325
Richards, Merrill & Peterson
Washington
$554K -$2.62K -28 -0.5%