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PIMCO Active Bond Exchange-Traded Fund
BOND

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
176
BCS Wealth Management
Tennessee
$899K +$166K +1,849 +23%
TA
177
TrueWealth Advisors
Alabama
$860K – – –
SCA
178
Snowden Capital Advisors
New York
$852K -$9.63K -107 -1%
RIG
179
Ramiah Investment Group
Wisconsin
$842K -$163K -1,808 -16%
MCM
180
Mainstay Capital Management
Michigan
$835K -$3.51K -39 -0.4%
1IA
181
1620 Investment Advisors
Massachusetts
$826K +$821K +9,127 New
AWM
182
Activest Wealth Management
Florida
$819K – – –
OPA
183
Old Port Advisors
Maine
$789K -$262K -2,909 -25%
OWM
184
OneAscent Wealth Management
Alabama
$781K -$102K -1,134 -12%
WP
185
Westmount Partners
California
$777K +$773K +8,589 New
DAS
186
Dynamic Advisor Solutions
Arizona
$771K +$46.7K +519 +6%
WW
187
Waterfront Wealth
Kansas
$722K -$2.61K -29 -0.4%
FCA
188
Fortis Capital Advisors
Kansas
$706K +$702K +7,808 New
AWM
189
Avondale Wealth Management
Texas
$697K +$693K +7,700 New
PWA
190
Physician Wealth Advisors
Utah
$695K – – –
DIM
191
Delta Investment Management
California
$694K +$6.39K +71 +0.9%
WGCA
192
Wolf Group Capital Advisors
Virginia
$664K +$7.83K +87 +1%
RCAG
193
Rehmann Capital Advisory Group
Michigan
$655K -$13.9M -154,115 -96%
IWM
194
IHT Wealth Management
Illinois
$654K +$650K +7,224 New
CA
195
Cornerstone Advisory
Maryland
$622K +$618K +6,874 New
ECM
196
Evergreen Capital Management
Washington
$613K -$78.2K -869 -11%
EL
197
EQ LLC
Washington
$611K +$56.7K +630 +10%
PA
198
Pinnacle Associates
New York
$587K -$357K -3,973 -38%
SEP
199
Southland Equity Partners
Missouri
$586K -$71.5K -795 -11%
BLC
200
Brown, Lisle/Cummings
Rhode Island
$582K -$126K -1,404 -18%
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