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PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GI
351
Gradient Investments
Minnesota
$5.57K – – –
TSWM
352
Tyler-Stone Wealth Management
Ohio
$5K +$3.6K +40 +200%
HFS
353
HBC Financial Services
Washington
$4K – – –
ME
354
McIlrath & Eck
Washington
$3.96K – – –
SIS
355
Sound Income Strategies
Florida
$3.96K – – –
MAWCM
356
Mine & Arao Wealth Creation & Management
California
$2.87K +$90 +1 +3%
SWM
357
Spire Wealth Management
Virginia
$1.81K +$90 +1 +5%
OLVIG
358
Oliver Lagore Vanvalin Investment Group
Michigan
$1.14K -$4.59K -51 -80%
AIP
359
Ameritas Investment Partners
Nebraska
$1.14K +$1.17K +13 New
MFT
360
Moisand Fitzgerald Tamayo
Florida
$879 +$900 +10 New
CPA
361
Cardiff Park Advisors
California
$791 – – –
PA
362
PSI Advisors
Florida
$703 – – –
BNP Paribas Financial Markets
363
BNP Paribas Financial Markets
France
$352 -$1.62K -18 -82%
VCM
364
Versant Capital Management
Arizona
$352 +$360 +4 New
Fidelity Investments
365
Fidelity Investments
Massachusetts
$264 -$1.44K -16 -84%
BCP
366
Blue Chip Partners
Michigan
– -$7.36M -80,363 Closed
BCM
367
Brookstone Capital Management
Illinois
– -$4.36M -48,368 Closed
VAS
368
Vestmark Advisory Solutions
Massachusetts
– -$2.49M -27,198 Closed
LAS
369
LWM Advisory Services
Florida
– -$2.29M -24,962 Closed
RPGK
370
Retirement Planning Group (Kansas)
Kansas
– -$653K -7,123 Closed
SIA
371
SkyView Investment Advisors
New Jersey
– -$471K -5,135 Closed
AIA
372
Alera Investment Advisors
Illinois
– -$410K -4,475 Closed
AWM
373
Apollon Wealth Management
South Carolina
– -$373K -4,066 Closed
BCG
374
Breakwater Capital Group
New Jersey
– -$329K -3,592 Closed
PA
375
PFG Advisors
Arizona
– -$316K -3,448 Closed