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PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
501
Cornerstone Planning Group
New Jersey
$40.8K +$276 +3 +0.7%
AA
502
Ancora Advisors
Ohio
$40.3K -$15.2K -165 -27%
AW
503
Avion Wealth
Texas
$39K – – –
CA
504
CoreCap Advisors
Michigan
$35K – – –
MSFP
505
Mark Sheptoff Financial Planning
Connecticut
$35K +$92 +1 +0.3%
BHWM
506
Beaird Harris Wealth Management
Texas
$30.7K +$30.7K +333 New
IBOK
507
Independence Bank of Kentucky
Kentucky
$30K – – –
CIA
508
Cape Investment Advisory
Georgia
$27.2K +$27.2K +295 New
SWM
509
Spire Wealth Management
Virginia
$27.2K +$25K +272 +1,183%
BWL
510
Bogart Wealth LLC
Virginia
$25.4K – – –
ATPW
511
Ashton Thomas Private Wealth
Arizona
$23K – – –
MEG
512
Millstone Evans Group
Colorado
$22.7K – – –
Q1WB
513
Quest 10 Wealth Builders
Virginia
$22.7K – – –
KFG
514
Kingdom Financial Group
Arizona
$22.3K +$22.3K +242 New
SGFG
515
Silver Grove Financial Group
New York
$22K +$22K +239 New
HFG
516
Harborfront Financial Group
Michigan
$21.1K +$21.1K +229 New
SMBT
517
Southern Michigan Bank & Trust
Michigan
$20.7K – – –
FB
518
First Bancorp
Maine
$20.7K +$20.7K +225 New
FMII
519
Farmers & Merchants Investments Inc
Nebraska
$20.3K – – –
AIC
520
Archer Investment Corporation
Indiana
$19K +$19K +206 New
BIAS
521
Beacon Investment Advisory Services
New Jersey
$18.4K – – –
Fidelity Investments
522
Fidelity Investments
Massachusetts
$18.2K – – –
BWM
523
Bullock Wealth Management
Indiana
$16.2K +$1.66K +18 +11%
PMFA
524
Plante Moran Financial Advisors
Michigan
$15.1K +$15.1K +164 New
MFC
525
Morris Financial Concepts
South Carolina
$12.1K -$644 -7 -5%