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PIMCO Active Bond Exchange-Traded Fund
BOND

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
151
Capital Planning Advisors
California
$1.34M +$62.6K +561 +5%
TFF
152
The Family Firm
Maryland
$1.32M +$349K +3,126 +35%
ACM
153
Anfield Capital Management
California
$1.31M -$42.3K -379 -3%
RIG
154
Ramiah Investment Group
Wisconsin
$1.29M +$107K +963 +9%
AWM
155
Avitas Wealth Management
California
$1.28M +$65.9K +591 +5%
MOS
156
MGO One Seven
Ohio
$1.26M +$64.4K +578 +5%
CWM
157
Connecticut Wealth Management
Connecticut
$1.26M -$105K -938 -8%
CWA
158
Clearview Wealth Advisors
Oregon
$1.23M -$52.4K -470 -4%
MW
159
MBL Wealth
North Carolina
$1.22M +$1.23M +11,055 New
AWE
160
Avidian Wealth Enterprises
Texas
$1.21M +$482K +4,322 +65%
MCM
161
Mainstay Capital Management
Michigan
$1.18M +$357K +3,198 +43%
HH
162
Hilltop Holdings
Texas
$1.14M +$654K +5,867 +132%
JG
163
Jefferies Group
New York
$1.11M -$50K -448 -4%
WW
164
Waterfront Wealth
Kansas
$1.1M -$77.6K -696 -7%
PGAM
165
Princeton Global Asset Management
New Jersey
$1.1M -$107K -959 -9%
LCM
166
Leisure Capital Management
California
$1.07M +$25.1K +225 +2%
IFG
167
Investors Financial Group
Minnesota
$1.05M -$3.9K -35 -0.4%
OWM
168
OneAscent Wealth Management
Alabama
$1.04M +$1.05M +9,398 New
NCM
169
Next Capital Management
New York
$1.01M – – –
CL
170
CPWM LLC
Washington
$1.01M – – –
GA
171
Greytown Advisors
Florida
$1M – – –
CFGS
172
Concourse Financial Group Securities
Alabama
$1M -$108K -965 -10%
SHIM
173
Stone House Investment Management
Pennsylvania
$986K – – –
DIM
174
Delta Investment Management
California
$978K +$71.7K +643 +8%
LPWM
175
Lake Point Wealth Management
Texas
$966K +$17.6K +158 +2%
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