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PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
326
SummitPoint Capital Management
Colorado
$769K -$234K -2,541 -23%
SIM
327
Synergy Investment Management
Florida
$764K +$203K +2,200 +36%
FAG
328
Fortitude Advisory Group
Washington
$761K +$381K +4,142 +101%
HSA
329
HBK Sorce Advisory
Pennsylvania
$754K – – –
BFWM
330
Bright Futures Wealth Management
New York
$747K +$7.46K +81 +1%
FFA
331
First Foundation Advisors
California
$741K -$4.97K -54 -0.7%
LCM
332
Leisure Capital Management
California
$737K +$88.4K +960 +14%
TFA
333
Tranquilli Financial Advisor
New Jersey
$736K +$70.8K +769 +11%
PWMAG
334
Pinnacle Wealth Management Advisory Group
New Jersey
$729K -$24K -261 -3%
WETS
335
Wealth Enhancement Trust Services
South Dakota
$722K -$99K -1,075 -12%
MIM
336
Macroview Investment Management
Maryland
$720K +$15.8K +172 +2%
NB
337
Nicolet Bankshares
Wisconsin
$716K – – –
1IA
338
1620 Investment Advisors
Massachusetts
$715K -$288K -3,127 -29%
SMC
339
Smith, Moore & Co
Missouri
$706K +$142K +1,540 +25%
ATWA
340
Arbor Trust Wealth Advisors
Michigan
$700K +$76.1K +827 +12%
BCMLT
341
Beacon Capital Management LLC (Tennessee)
Tennessee
$700K +$182K +1,974 +35%
BAM
342
Belpointe Asset Management
Nevada
$697K +$696K +7,564 New
BWM
343
Base Wealth Management
Florida
$696K – – –
CMAI
344
Capital Management Associates Inc
Minnesota
$686K +$685K +7,444 New
AAP
345
Arax Advisory Partners
Colorado
$681K +$572K +6,214 +530%
Qube Research & Technologies (QRT)
346
Qube Research & Technologies (QRT)
United Kingdom
$664K +$663K +7,203 New
SOS
347
Silver Oak Securities
Tennessee
$656K -$80.7K -876 -11%
DWM
348
Ducere Wealth Management
California
$649K +$1.84K +20 +0.3%
AT
349
American Trust
Kentucky
$637K -$1.38K -15 -0.2%
XPN
350
XY Planning Network
Montana
$635K +$44.7K +486 +8%