We are live on ! Find out more
BOND icon

PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SCG
151
Sonata Capital Group
Washington
$271K
Luther King Capital Management (LKCM)
152
Luther King Capital Management (LKCM)
Texas
$261K
ST
153
Spinnaker Trust
Maine
$261K +$262K +2,513 New
MHS
154
M Holdings Securities
Oregon
$260K +$104 +1 +0%
SHIM
155
Stone House Investment Management
Pennsylvania
$256K +$3.24K +31 +1%
EFS
156
Essex Financial Services
Connecticut
$247K +$247K +2,370 New
AWM
157
Altium Wealth Management
New York
$242K -$389K -3,726 -62%
WLIM
158
White Lighthouse Investment Management
Massachusetts
$239K +$239K +2,290 New
PFS
159
Prospera Financial Services
Texas
$234K +$1.98K +19 +0.9%
SFG
160
SNS Financial Group
Minnesota
$233K +$13.1K +125 +6%
ST
161
Smithfield Trust
Pennsylvania
$229K
CWM
162
Cabot Wealth Management
Massachusetts
$228K -$101K -972 -31%
Creative Planning
163
Creative Planning
Kansas
$225K +$226K +2,162 New
LRIA
164
Leonard Rickey Investment Advisors
Washington
$222K -$4.7K -45 -2%
LNC
165
Lincoln National Corp
Pennsylvania
$219K -$42.8K -410 -16%
OAJ
166
Ogorek Anthony Joseph
New York
$206K
DOA
167
D'Orazio & Associates
Virginia
$195K
BWA
168
BDO Wealth Advisors
Florida
$189K +$3.65K +35 +2%
Barclays
169
Barclays
United Kingdom
$172K
OBWP
170
O'Brien Wealth Partners
Massachusetts
$171K +$171K +1,637 New
PWM
171
Perigon Wealth Management
California
$145K
SWM
172
SeaCrest Wealth Management
New York
$138K +$313 +3 +0.2%
TFO
173
Tarbox Family Office
California
$134K
BWA
174
Burt Wealth Advisors
Maryland
$129K
WWMSC
175
Wagner Wealth Management (South Carolina)
South Carolina
$119K +$522 +5 +0.4%