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PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
326
Stearns Financial Services Group
North Carolina
$23K +$22.6K +201 New
JCM
327
Jacobi Capital Management
Pennsylvania
$22K – – –
RFWA
328
RPg Family Wealth Advisory
Massachusetts
$19.7K – – –
LFG
329
LifePlan Financial Group
Ohio
$19K – – –
LGWM
330
Litman Gregory Wealth Management
California
$17K – – –
PVH
331
Psagot Value Holdings
Israel
$14K – – –
CFA
332
Carroll Financial Associates
North Carolina
$13K – – –
WT
333
Whittier Trust
California
$13K – – –
Rockefeller Capital Management
334
Rockefeller Capital Management
New York
$12K – – –
LFG
335
Larson Financial Group
Missouri
$11K +$337 +3 +3%
SIS
336
Sound Income Strategies
Florida
$7K – – –
JFA
337
JNBA Financial Advisors
Minnesota
$6K – – –
GFPC
338
Global Financial Private Client
Florida
$5.95K – – –
ME
339
McIlrath & Eck
Washington
$5K – – –
BHWM
340
Bay Harbor Wealth Management
Maryland
$4K – – –
MAWCM
341
Mine & Arao Wealth Creation & Management
California
$3K – – –
FFW
342
Fusion Family Wealth
New York
$2K – – –
GWS
343
Glassman Wealth Services
Virginia
$2K – – –
ZB
344
Zions Bancorporation
Utah
$2K +$2.25K +20 New
FFA
345
Founders Financial Alliance
North Carolina
$1K +$1.24K +11 New
WIM
346
Westside Investment Management
California
$18 – – –
KLI
347
Kelman-Lazarov Inc
Tennessee
– -$6.06M -54,301 Closed
HIM
348
Hanlon Investment Management
New Jersey
– -$4.39M -39,309 Closed
CCFM
349
Clear Creek Financial Management
Washington
– -$3.23M -28,902 Closed
Cerity Partners
350
Cerity Partners
New York
– -$2.6M -23,259 Closed