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PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LAS
176
LWM Advisory Services
Florida
$857K +$972 +10 +0.1%
TA
177
TrueWealth Advisors
Alabama
$849K +$17.6K +181 +2%
SEP
178
Southland Equity Partners
Missouri
$848K -$352K -3,618 -29%
9WM
179
9258 Wealth Management
Ohio
$845K -$147K -1,513 -15%
SAM
180
Stringer Asset Management
Tennessee
$831K -$389K -4,006 -31%
MCM
181
Mainstay Capital Management
Michigan
$816K +$22.8K +235 +3%
AAS
182
Avantax Advisory Services
Texas
$808K -$747K -7,684 -48%
PFM
183
Peak Financial Management
Massachusetts
$781K +$177K +1,821 +29%
ECM
184
Evergreen Capital Management
Washington
$780K -$379K -3,905 -32%
BLC
185
Brown, Lisle/Cummings
Rhode Island
$747K -$31K -319 -4%
KIG
186
Kowal Investment Group
Wisconsin
$742K +$756K +7,785 New
PCM
187
Presidio Capital Management
California
$719K +$34.8K +358 +5%
GA
188
Greytown Advisors
Florida
$711K
RF
189
Rollins Financial
Georgia
$702K -$125K -1,284 -15%
MWA
190
Motive Wealth Advisors
Michigan
$700K
PWA
191
Physician Wealth Advisors
Utah
$700K +$15.4K +158 +2%
BWM
192
BCS Wealth Management
Tennessee
$696K +$7.87K +81 +1%
WGCA
193
Wolf Group Capital Advisors
Virginia
$688K -$29.9K -308 -4%
MGIA
194
Moneta Group Investment Advisors
Missouri
$660K -$1.98M -20,404 -75%
BPA
195
Beacon Pointe Advisors
California
$658K -$85K -875 -11%
PJSIMP
196
P.J. Schmidt Investment Management (PJS)
Wisconsin
$656K -$452K -4,649 -40%
JMFC
197
J.M. Forbes & Co
Massachusetts
$649K -$29.1K -300 -4%
HH
198
Hilltop Holdings
Texas
$642K -$86.7K -892 -12%
Truist Financial
199
Truist Financial
North Carolina
$633K -$26.9K -277 -4%
EFS
200
Essex Financial Services
Connecticut
$631K -$123K -1,262 -16%