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PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
326
Insigneo Advisory Services
Florida
$265K
NCM
327
Northwest Capital Management
Oregon
$264K +$8.4K +90 +3%
HF
328
HRT Financial
New York
$264K +$261K +2,792 New
TFA
329
Tobias Financial Advisors
Florida
$260K +$3.17K +34 +1%
SFPG
330
Stonebridge Financial Planning Group
Florida
$259K
AWE
331
Avidian Wealth Enterprises
Texas
$258K
MOS
332
MGO One Seven
Ohio
$250K -$24.5K -263 -9%
PJSIMP
333
P.J. Schmidt Investment Management (PJS)
Wisconsin
$245K
BCA
334
Bay Colony Advisors
Massachusetts
$244K +$24.9K +267 +12%
CPRC
335
Consolidated Portfolio Review Corp
New York
$242K -$49.7K -533 -17%
FS
336
Ferguson Shapiro
Georgia
$241K -$171K -1,834 -42%
9WM
337
9258 Wealth Management
Ohio
$237K -$14.9K -160 -6%
Luther King Capital Management (LKCM)
338
Luther King Capital Management (LKCM)
Texas
$237K
FPAS
339
Focus Partners Advisor Solutions
Missouri
$236K +$233K +2,497 New
BWS
340
BCR Wealth Strategies
Alabama
$234K +$231K +2,478 New
LCWP
341
Legacy Capital Wealth Partners
Arkansas
$227K
Qube Research & Technologies (QRT)
342
Qube Research & Technologies (QRT)
United Kingdom
$226K +$200K +2,140 +843%
WWMSC
343
Wagner Wealth Management (South Carolina)
South Carolina
$226K -$1.4K -15 -0.6%
EGWAG
344
Elwood & Goetz Wealth Advisory Group
Georgia
$225K -$128K -1,375 -37%
ECM
345
Evergreen Capital Management
Washington
$224K
EFG
346
Elios Financial Group
Ohio
$224K +$221K +2,367 New
LWA
347
Lantern Wealth Advisors
New York
$221K -$12.4K -133 -5%
AA
348
ACT Advisors
North Carolina
$220K +$1.21K +13 +0.6%
CAL
349
Capital Analysts LLC
Pennsylvania
$219K +$43.4K +465 +25%
EWM
350
Empirical Wealth Management
Washington
$218K