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PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
351
Synergy Asset Management
Washington
$522K -$15.6K -167 -3%
PA
352
Procyon Advisors
Connecticut
$520K +$11.4K +122 +2%
SHFA
353
Sherrill & Hutchins Financial Advisory
Georgia
$519K +$525K +5,624 New
BCMLT
354
Beacon Capital Management LLC (Tennessee)
Tennessee
$518K +$272K +2,911 +108%
OWM
355
OneAscent Wealth Management
Alabama
$510K +$257K +2,757 +100%
DRP
356
Decker Retirement Planning
Utah
$509K -$26.7K -286 -5%
IAS
357
Insigneo Advisory Services
Florida
$508K -$65.3K -700 -11%
VA
358
VestGen Advisors
Illinois
$503K +$512K +5,482 New
SIAS
359
Summit Investment Advisory Services
Minnesota
$502K -$114K -1,224 -18%
USCWA
360
U.S. Capital Wealth Advisors
Texas
$501K +$124K +1,326 +32%
MWM
361
Modera Wealth Management
New Jersey
$501K +$506K +5,425 New
CF
362
Claris Financial
Virginia
$495K -$18.4K -197 -4%
MAG
363
Mayfair Advisory Group
Alabama
$493K +$93 +1 +0%
AIM
364
Advyzon Investment Management
Illinois
$490K +$495K +5,310 New
IAG
365
Investment Advisory Group
Massachusetts
$490K – – –
LFWA
366
LiftPoint Family Wealth Advisors
New Jersey
$489K +$31.6K +339 +7%
WP
367
Westmount Partners
California
$488K +$18.1K +194 +4%
SFA
368
Sequoia Financial Advisors
Ohio
$487K +$228K +2,446 +86%
SRC
369
Sage Rhino Capital
California
$483K +$3.08K +33 +0.6%
FA
370
FSA Advisors
Michigan
$481K -$68.9K -738 -12%
GEA
371
Glen Eagle Advisors
New Jersey
$476K – – –
CIBC Asset Management
372
CIBC Asset Management
Ontario, Canada
$464K – – –
SEIA
373
Signature Estate & Investment Advisors
California
$463K +$469K +5,022 New
TCM
374
Triumph Capital Management
Colorado
$463K +$286K +3,070 +158%
ACGA
375
Atlanta Consulting Group Advisors
Georgia
$441K +$73.1K +783 +20%