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PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
151
Capital Analysts LLC
Pennsylvania
$85.4K +$438 +4 +0.5%
AWS
152
Aris Wealth Services
Pennsylvania
$75K +$74.3K +679 New
SIG
153
Stanford Investment Group
California
$69K
GWA
154
Genesis Wealth Advisors
Massachusetts
$66.3K
UFA
155
US Financial Advisors
Massachusetts
$51K
FANJ
156
Financial Architects (New Jersey)
New Jersey
$41K -$52.6K -481 -56%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$37.4K
WP
158
WealthPLAN Partners
Nebraska
$36K +$35.8K +327 New
IAS
159
INR Advisory Services
Pennsylvania
$32K
FCCM
160
First City Capital Management
Georgia
$29.2K
SA
161
SRH Advisors
Kansas
$28K
JWA
162
JFS Wealth Advisors
Pennsylvania
$27K -$9.96K -91 -27%
SNT
163
Security National Trust
West Virginia
$26K
KA
164
Klingman & Associates
New York
$25K +$25.2K +230 New
SIA
165
Stancorp Investment Advisers
Oregon
$22K -$3.28K -30 -13%
MSFP
166
Mark Sheptoff Financial Planning
Connecticut
$22K
WCM
167
Wealthcare Capital Management
Virginia
$22K +$22.3K +204 New
Creative Planning
168
Creative Planning
Kansas
$17K
JFA
169
JNBA Financial Advisors
Minnesota
$13K
Schroder Investment Management Group
170
Schroder Investment Management Group
United Kingdom
$13K
JIC
171
Joel Isaacson & Co
New York
$10K +$10.2K +93 New
S
172
SignatureFD
Georgia
$8K -$24K -219 -74%
WRM
173
Westport Resources Management
Connecticut
$6K +$5.47K +50 New
HCM
174
Horrell Capital Management
Arkansas
$5K
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4.16K +38 New