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PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KWS
401
Keystone Wealth Services
California
$315K -$18.3K -196 -5%
SS
402
Sunbelt Securities
Texas
$314K +$653 +7 +0.2%
AAS
403
Ameritas Advisory Services
Nebraska
$313K -$10.4K -111 -3%
DWP
404
Daymark Wealth Partners
Ohio
$312K +$108K +1,154 +52%
WFS
405
Widmann Financial Services
Maryland
$312K +$49.5K +530 +19%
AC
406
Apella Capital
Connecticut
$306K -$12.4K -133 -4%
KWA
407
Kingswood Wealth Advisors
California
$296K -$10.7K -115 -3%
AWE
408
Avidian Wealth Enterprises
Texas
$294K +$41.1K +440 +16%
CA
409
Calton & Associates
Florida
$285K – – –
CSP
410
Cary Street Partners
Virginia
$284K -$56.9K -610 -17%
AWA
411
Artemis Wealth Advisors
New York
$283K +$3.64K +39 +1%
OFS
412
Opus Financial Solutions
Illinois
$280K +$283K +3,038 New
Rockefeller Capital Management
413
Rockefeller Capital Management
New York
$275K -$357K -3,829 -56%
TFA
414
Tobias Financial Advisors
Florida
$274K +$3.55K +38 +1%
AWM
415
Avaii Wealth Management
Wisconsin
$272K -$52.9K -567 -16%
FWM
416
Focused Wealth Management
New York
$268K -$70.4K -754 -21%
BWS
417
BCR Wealth Strategies
Alabama
$266K – – –
LEA
418
Legacy Edge Advisors
New York
$262K -$49.9K -535 -16%
BCA
419
Bay Colony Advisors
Massachusetts
$262K +$187 +2 +0.1%
SEP
420
Signature Equity Partners
Ohio
$261K +$17.4K +187 +7%
PFPG
421
Pinnacle Financial Partners (Georgia)
Georgia
$260K +$263K +2,816 New
CAG
422
Crestwood Advisors Group
Massachusetts
$257K -$68.2K -731 -21%
MPIA
423
Milestones Private Investment Advisors
New York
$257K -$253K -2,708 -49%
FPH
424
Financial Planning Hawaii
Hawaii
$255K +$46.4K +497 +22%
SFPG
425
Stonebridge Financial Planning Group
Florida
$253K – – –