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PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
351
Sherrill & Hutchins Financial Advisory
Georgia
$519K +$525K +5,624 New
BCMLT
352
Beacon Capital Management LLC (Tennessee)
Tennessee
$518K +$272K +2,911 +108%
OWM
353
OneAscent Wealth Management
Alabama
$510K +$257K +2,757 +100%
DRP
354
Decker Retirement Planning
Utah
$509K -$26.7K -286 -5%
IAS
355
Insigneo Advisory Services
Florida
$508K -$65.3K -700 -11%
VA
356
VestGen Advisors
Illinois
$503K +$512K +5,482 New
SIAS
357
Summit Investment Advisory Services
Minnesota
$502K -$114K -1,224 -18%
USCWA
358
U.S. Capital Wealth Advisors
Texas
$501K +$124K +1,326 +32%
MWM
359
Modera Wealth Management
New Jersey
$501K +$506K +5,425 New
CF
360
Claris Financial
Virginia
$495K -$18.4K -197 -4%
MAG
361
Mayfair Advisory Group
Alabama
$493K +$93 +1 +0%
AIM
362
Advyzon Investment Management
Illinois
$490K +$495K +5,310 New
IAG
363
Investment Advisory Group
Massachusetts
$490K
LFWA
364
LiftPoint Family Wealth Advisors
New Jersey
$489K +$31.6K +339 +7%
WP
365
Westmount Partners
California
$488K +$18.1K +194 +4%
SFA
366
Sequoia Financial Advisors
Ohio
$487K +$228K +2,446 +86%
SRC
367
Sage Rhino Capital
California
$483K +$3.08K +33 +0.6%
FA
368
FSA Advisors
Michigan
$481K -$68.9K -738 -12%
GEA
369
Glen Eagle Advisors
New Jersey
$476K
CIBC Asset Management
370
CIBC Asset Management
Ontario, Canada
$464K
SEIA
371
Signature Estate & Investment Advisors
California
$463K +$469K +5,022 New
TCM
372
Triumph Capital Management
Colorado
$463K +$286K +3,070 +158%
ACGA
373
Atlanta Consulting Group Advisors
Georgia
$441K +$73.1K +783 +20%
SF
374
Summit Financial
New Jersey
$435K +$840 +9 +0.2%
UAG
375
United Advisor Group
Ohio
$434K +$40.5K +434 +10%