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PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Horizon Investments
North Carolina
$21.1M -$15.1M -169,903 -43%
RA
27
RFG Advisory
Alabama
$20.5M -$6.12M -68,995 -24%
FS
28
Ferguson Shapiro
Georgia
$20.4M -$23.8M -269,026 -55%
GA
29
Goldstein Advisors
Wisconsin
$20.2M +$388K +4,376 +2%
SEP
30
Southland Equity Partners
Missouri
$19.9M +$904K +10,201 +5%
FIM
31
Freedom Investment Management
Connecticut
$19.3M +$18.5M +208,982 New
KLI
32
Kelman-Lazarov Inc
Tennessee
$18.7M +$643K +7,254 +4%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$17.5M +$1.64M +18,459 +11%
JWBC
34
John W. Brooker & Co
California
$17.4M -$76.8K -866 -0.5%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$16.9M +$25.3K +285 +0.2%
ACI
36
Alpha Cubed Investments
California
$16.3M +$15.5M +174,430 +7,558%
Stifel Financial
37
Stifel Financial
Missouri
$15.9M -$688K -7,758 -4%
BCI
38
Brinker Capital Investments
Pennsylvania
$15.5M -$52.1M -587,524 -78%
OPS
39
Orion Portfolio Solutions
Nebraska
$15.5M -$52.1M -587,524 -78%
CPCM
40
Cardinal Point Capital Management
Ontario, Canada
$15.5M +$1.2M +13,516 +9%
NA
41
NewEdge Advisors
Louisiana
$15.4M +$13.4M +151,310 +1,015%
GAG
42
GM Advisory Group
New York
$15.1M +$4.17M +47,096 +40%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$14.9M +$1.44M +16,295 +11%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$14.1M -$12.8M -143,937 -49%
VNA
45
Valley National Advisers
Pennsylvania
$13.4M +$211K +2,382 +2%
SWP
46
Stratos Wealth Partners
Ohio
$13M +$833K +9,395 +7%
SFS
47
Sowell Financial Services
Arkansas
$13M +$2.11M +23,851 +21%
SCM
48
Sheridan Capital Management
California
$12.5M +$12M +135,392 New
APW
49
Acima Private Wealth
Virginia
$11.4M +$10.9M +123,486 New
Truist Financial
50
Truist Financial
North Carolina
$11.4M +$10.7M +120,854 +4,730%