We are live on ! Find out more
BOND icon

PIMCO Active Bond Exchange-Traded Fund
BOND

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
351
Dynamic Advisor Solutions
Arizona
$615K +$5.43K +59 +0.9%
WIA
352
World Investment Advisors
California
$614K -$97.9K -1,063 -14%
DWAM
353
Duncan Williams Asset Management
Tennessee
$608K – – –
CA
354
COFG Advisors
Illinois
$602K +$601K +6,526 New
MWA
355
Medallion Wealth Advisors
Connecticut
$600K +$68.5K +744 +13%
IAS
356
Insigneo Advisory Services
Florida
$571K +$62.9K +683 +12%
AMG
357
Asset Management Group
Connecticut
$557K -$30.8K -334 -5%
SIAS
358
Summit Investment Advisory Services
Minnesota
$552K +$50.2K +545 +10%
RMP
359
Richards, Merrill & Peterson
Washington
$546K -$3.5K -38 -0.6%
PA
360
Procyon Advisors
Connecticut
$545K +$25.6K +278 +5%
SFS
361
Sowell Financial Services
Arkansas
$534K -$11.2K -122 -2%
DRP
362
Decker Retirement Planning
Utah
$530K +$21.4K +232 +4%
WAG
363
Winthrop Advisory Group
Massachusetts
$526K +$115K +1,251 +28%
SHFA
364
Sherrill & Hutchins Financial Advisory
Georgia
$525K +$6.54K +71 +1%
LKBC
365
L.K. Benson & Company
Maryland
$524K -$2.21K -24 -0.4%
LFWA
366
LiftPoint Family Wealth Advisors
New Jersey
$524K +$35.4K +384 +7%
TCMP
367
Thrive Capital Management (Pennsylvania)
Pennsylvania
$523K -$17.3K -188 -3%
TCM
368
Triumph Capital Management
Colorado
$522K +$59.4K +645 +13%
PAS
369
Park Avenue Securities
New York
$517K +$107K +1,158 +26%
SRC
370
Sage Rhino Capital
California
$517K +$33.7K +366 +7%
BCM
371
Brasada Capital Management
Texas
$511K -$140K -1,517 -21%
CFM
372
Compass Financial Management
Florida
$499K +$501K +5,437 New
HWA
373
Hilltop Wealth Advisors
North Carolina
$498K +$498K +5,406 New
IAG
374
Investment Advisory Group
Massachusetts
$489K – – –
WP
375
Westmount Partners
California
$487K -$921 -10 -0.2%
13 14
15
16 17