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PIMCO Active Bond Exchange-Traded Fund
BOND

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
151
Next Financial Group
Texas
$887K +$74.1K +682 +9%
BWL
152
Bogart Wealth LLC
Virginia
$862K -$205K -1,888 -19%
BCWM
153
Bartlett & Co Wealth Management
Ohio
$849K -$196K -1,805 -18%
BC
154
Bartlett & Co
Ohio
$849K +$869K +7,998 New
BAC
155
Boys Arnold & Co
North Carolina
$840K – – –
FF
156
Fluent Financial
Texas
$832K -$120K -1,107 -12%
LCM
157
Leisure Capital Management
California
$822K +$506K +4,661 +151%
IC
158
Inscription Capital
Texas
$776K -$12.7K -117 -2%
IWA
159
Inspirion Wealth Advisors
Illinois
$770K +$788K +7,253 New
HWA
160
HCR Wealth Advisors
California
$753K +$150K +1,380 +24%
CA
161
Crumly & Associates
Illinois
$749K -$163K -1,497 -18%
OPA
162
Old Port Advisors
Maine
$727K +$365K +3,359 +96%
MAG
163
Mayfair Advisory Group
Alabama
$723K -$347K -3,190 -32%
IFG
164
Investors Financial Group
Minnesota
$718K +$47.4K +436 +7%
ACP
165
Aveo Capital Partners
Colorado
$696K +$712K +6,551 New
NCM
166
Next Capital Management
New York
$695K – – –
PWA
167
Physician Wealth Advisors
Utah
$677K -$232K -2,138 -26%
ACM
168
Anfield Capital Management
California
$673K +$689K +6,342 New
OCM
169
One Capital Management
California
$620K -$140K -1,290 -18%
GIP
170
Greatmark Investment Partners
Georgia
$608K -$543 -5 -0.1%
EHPM
171
Emery Howard Portfolio Management
California
$587K +$48K +442 +9%
PTC
172
Private Trust Company
Ohio
$584K -$21.9K -202 -4%
SW
173
SVB Wealth
Massachusetts
$573K +$587K +5,400 New
CG
174
Colony Group
Massachusetts
$570K -$38.1K -351 -6%
CPA
175
Capital Planning Advisors
California
$557K +$570K +5,244 New
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7
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