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PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
326
Private Trust Company
Ohio
$372K +$45.3K +496 +14%
PWA
327
Physician Wealth Advisors
Utah
$371K -$152K -1,662 -29%
MP
328
Moment Partners
California
$370K
UAG
329
United Advisor Group
Ohio
$364K +$25.2K +276 +8%
BLC
330
Brown, Lisle/Cummings
Rhode Island
$363K -$73.8K -808 -17%
HCM
331
Hengehold Capital Management
Ohio
$359K
AWM
332
Avaii Wealth Management
Wisconsin
$352K +$128K +1,398 +58%
OWM
333
OneAscent Wealth Management
Alabama
$349K -$78.3K -857 -19%
AC
334
Apella Capital
Connecticut
$347K -$7.67K -84 -2%
LEA
335
Legacy Edge Advisors
New York
$331K -$47.1K -516 -13%
EFG
336
Everhart Financial Group
Ohio
$330K +$326K +3,565 New
KeyBank National Association
337
KeyBank National Association
Ohio
$328K +$3.1K +34 +1%
DWM
338
Dynasty Wealth Management
Florida
$325K -$143K -1,570 -31%
CAG
339
Crestwood Advisors Group
Massachusetts
$325K +$63.9K +700 +25%
FTUS
340
Flow Traders U.S.
New York
$325K +$321K +3,514 New
AWM
341
Avondale Wealth Management
Texas
$324K
AG
342
Ascent Group
Virginia
$322K -$5.93K -65 -2%
RFA
343
Rollins Financial Advisors
New York
$320K +$65.6K +718 +26%
KWS
344
Keystone Wealth Services
California
$319K -$8.04K -88 -2%
WIM
345
WealthPlan Investment Management
Nebraska
$314K -$1.55K -17 -0.5%
MG
346
Mather Group
Illinois
$310K
GB
347
Goepper Burkhardt
South Carolina
$307K +$303K +3,317 New
AAP
348
Arax Advisory Partners
Colorado
$306K +$302K +3,305 New
ARC
349
Advisor Resource Council
Texas
$299K +$295K +3,231 New
BAM
350
Belpointe Asset Management
Nevada
$297K -$35.6K -390 -11%