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PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
351
Tobias Financial Advisors
Florida
$251K +$3.22K +35 +1%
OPA
352
Old Port Advisors
Maine
$250K -$23K -250 -8%
VWM
353
Vermillion Wealth Management
Minnesota
$249K +$253K +2,751 New
RFA
354
Rollins Financial Advisors
New York
$248K -$26.6K -289 -10%
WIA
355
World Investment Advisors
California
$248K +$253K +2,744 New
SFPG
356
Stonebridge Financial Planning Group
Florida
$248K
AWE
357
Avidian Wealth Enterprises
Texas
$247K +$92 +1 +0%
GF
358
Goodman Financial
Texas
$244K -$137K -1,490 -36%
GSEP
359
Golden State Equity Partners
California
$242K -$6.72M -72,984 -96%
PJSIMP
360
P.J. Schmidt Investment Management (PJS)
Wisconsin
$234K
BCA
361
Bay Colony Advisors
Massachusetts
$233K +$184 +2 +0.1%
CPRC
362
Consolidated Portfolio Review Corp
New York
$231K
FS
363
Ferguson Shapiro
Georgia
$227K -$2.76K -30 -1%
Luther King Capital Management (LKCM)
364
Luther King Capital Management (LKCM)
Texas
$226K
CCA
365
Coign Capital Advisors
Utah
$225K +$229K +2,485 New
BWS
366
BCR Wealth Strategies
Alabama
$224K
AWM
367
Avaii Wealth Management
Wisconsin
$218K +$222K +2,410 New
LCWP
368
Legacy Capital Wealth Partners
Arkansas
$217K -$460 -5 -0.2%
ECM
369
Evergreen Capital Management
Washington
$215K
PCIA
370
Prime Capital Investment Advisors
Kansas
$213K +$217K +2,361 New
APW
371
Axim Planning & Wealth
Ohio
$210K -$129K -1,400 -38%
PCG
372
Prosperity Consulting Group
Maryland
$210K +$14.1K +153 +7%
EWM
373
Empirical Wealth Management
Washington
$208K
AFP
374
Ausdal Financial Partners
Iowa
$207K +$211K +2,292 New
IWM
375
IHT Wealth Management
Illinois
$205K -$331K -3,598 -61%