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PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
176
EP Wealth Advisors
California
$999K +$61.9K +564 +7%
JG
177
Jefferies Group
New York
$996K -$103K -942 -9%
IFG
178
Investors Financial Group
Minnesota
$996K -$42.4K -386 -4%
LNWWM
179
Laird Norton Wetherby Wealth Management
California
$975K -$354K -3,228 -27%
TA
180
TrueWealth Advisors
Alabama
$955K +$8.46K +77 +0.9%
DIM
181
Delta Investment Management
California
$938K -$30.2K -275 -3%
SIA
182
SkyView Investment Advisors
New Jersey
$933K +$4.06K +37 +0.4%
SCA
183
Snowden Capital Advisors
New York
$927K +$6.37K +58 +0.7%
SHIM
184
Stone House Investment Management
Pennsylvania
$919K -$53.5K -487 -5%
CWA
185
Clearview Wealth Advisors
Oregon
$914K -$300K -2,733 -25%
MCM
186
Mainstay Capital Management
Michigan
$911K -$258K -2,345 -22%
HW
187
Hamilton Wealth
California
$909K -$42.9K -391 -4%
BLC
188
Brown, Lisle/Cummings
Rhode Island
$892K +$896K +8,157 New
ECM
189
Evergreen Capital Management
Washington
$889K -$42.9K -391 -5%
AF
190
Affiance Financial
Minnesota
$883K -$5.05K -46 -0.6%
FHC
191
First Heartland Consultants
Missouri
$874K -$563K -5,125 -39%
RF
192
Rollins Financial
Georgia
$864K +$867K +7,896 New
ARC
193
Advisor Resource Council
Texas
$860K +$863K +7,857 New
PFM
194
Peak Financial Management
Massachusetts
$853K -$769 -7 -0.1%
DC
195
Davenport & Co
Virginia
$850K -$27K -246 -3%
DSA
196
Droms Strauss Advisors
Missouri
$848K +$4.72K +43 +0.6%
BCM
197
Brookstone Capital Management
Illinois
$846K +$860K +7,828 New
PWMG
198
Prestige Wealth Management Group
New Jersey
$829K +$465K +4,230 +126%
LAS
199
LWM Advisory Services
Florida
$826K +$829K +7,553 New
BPA
200
Beacon Pointe Advisors
California
$820K +$3.19K +29 +0.4%