We are live on ! Find out more
BOND icon

PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
326
Burt Wealth Advisors
Maryland
$325K
AG
327
Ascent Group
Virginia
$320K +$326K +3,544 New
KWS
328
Keystone Wealth Services
California
$320K -$92.6K -1,006 -22%
PTC
329
Private Trust Company
Ohio
$319K +$54.3K +590 +20%
KeyBank National Association
330
KeyBank National Association
Ohio
$318K
AWM
331
Avondale Wealth Management
Texas
$316K -$32.2K -350 -9%
SAW
332
Signal Advisors Wealth
Michigan
$315K +$15.2K +165 +5%
MWM
333
Maripau Wealth Management
Indiana
$313K +$317K +3,448 New
HGERS
334
Householder Group Estate & Retirement Specialist
Arizona
$312K +$280K +3,038 +732%
WIM
335
WealthPlan Investment Management
Nebraska
$308K -$5.62K -61 -2%
CSP
336
Cary Street Partners
Virginia
$304K +$309K +3,360 New
MG
337
Mather Group
Illinois
$303K -$144K -1,559 -32%
CAL
338
Capital Analysts LLC
Pennsylvania
$303K +$95.3K +1,035 +45%
MBTD
339
Mechanics Bank - Trust Department
California
$300K
Focus Partners Wealth
340
Focus Partners Wealth
Massachusetts
$299K +$304K +3,302 New
IA
341
IFP Advisors
Florida
$295K +$19.1K +207 +7%
AFPL
342
Advus Financial Partners, LLC
Florida
$287K +$2.85K +31 +1%
SIM
343
Synergy Investment Management
Florida
$279K +$284K +3,090 New
MCM
344
Mainstay Capital Management
Michigan
$277K -$1.84K -20 -0.6%
Corient Private Wealth
345
Corient Private Wealth
Florida
$263K -$28.4K -309 -10%
AWA
346
Artemis Wealth Advisors
New York
$260K +$3.31K +36 +1%
BEC
347
Blue Edge Capital
Virginia
$260K -$49.1K -533 -16%
SS
348
Sunbelt Securities
Texas
$257K +$2.48K +27 +1%
LWMI
349
Landmark Wealth Management (Illinois)
Illinois
$257K -$321K -3,487 -55%
CAG
350
Crestwood Advisors Group
Massachusetts
$255K