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PIMCO Active Bond Exchange-Traded Fund
BOND

Name Holding Trade Value Shares
Change 		Change in
Stake
DTIM
351
Danda Trouve Investment Management
Kansas
$37K +$17.3K +155 +86%
BWA
352
BDO Wealth Advisors
Florida
$35K -$40.6K -365 -53%
CAAS
353
Capital Asset Advisory Services
Michigan
$35K – – –
BWL
354
Bogart Wealth LLC
Virginia
$33K -$5.12K -46 -13%
BWP
355
Baldwin Wealth Partners
Massachusetts
$33K – – –
DSC
356
Duncker Streett & Co
Missouri
$33K – – –
APWA
357
Atlas Private Wealth Advisors
New Jersey
$31K +$31.2K +280 New
NFSG
358
Newbridge Financial Services Group
Florida
$30K +$111 +1 +0.4%
EVM
359
Eaton Vance Management
Massachusetts
$28K +$28.6K +257 New
SA
360
SRH Advisors
Kansas
$27K – – –
PWMG
361
Prestige Wealth Management Group
New Jersey
$27K +$3.45K +31 +14%
AA
362
Ancora Advisors
Ohio
$24K +$24.4K +219 New
FA
363
Financial Avengers
California
$22K -$22.3K -200 -50%
ACA
364
Aptus Capital Advisors
Alabama
$22K -$668 -6 -3%
JCM
365
Jacobi Capital Management
Pennsylvania
$22K – – –
EIP
366
Ellis Investment Partners
Pennsylvania
$19K +$18.9K +170 New
LGWM
367
Litman Gregory Wealth Management
California
$16K – – –
PMFA
368
Plante Moran Financial Advisors
Michigan
$16K +$15.9K +143 New
SIS
369
Sound Income Strategies
Florida
$13.1K +$6.68K +60 +100%
CFA
370
Carroll Financial Associates
North Carolina
$13K – – –
WT
371
Whittier Trust
California
$13K – – –
FWM
372
Focused Wealth Management
New York
$11K -$208K -1,872 -95%
MCC
373
Money Concepts Capital
Florida
$11K – – –
TWM
374
Tradition Wealth Management
Minnesota
$11K – – –
KFI
375
Key Financial Inc
Pennsylvania
$10K – – –
13 14
15
16 17