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PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
201
Patriot Financial Group Insurance Agency
Massachusetts
$53K -$28.3K -279 -35%
CFD
202
Creative Financial Designs
Indiana
$46K
MIFH
203
Migdal Insurance & Financial Holdings
Israel
$36K -$18.8K -185 -34%
GI
204
Gradient Investments
Minnesota
$33K +$305 +3 +1%
WEC
205
Winslow Evans & Crocker
Massachusetts
$32K +$2.23K +22 +8%
BWL
206
Bogart Wealth LLC
Virginia
$30K
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$27K +$19.3K +190 +260%
PA
208
Parallel Advisors
California
$26K
SA
209
SRH Advisors
Kansas
$26K
TL
210
TrueWealth LLC
Georgia
$25K +$203 +2 +0.8%
William Blair & Company
211
William Blair & Company
Illinois
$25K +$2.13K +21 +10%
JCM
212
Jacobi Capital Management
Pennsylvania
$21K
OIA
213
Optimum Investment Advisors
Illinois
$21K
RFWA
214
RPg Family Wealth Advisory
Massachusetts
$20.6K
DAM
215
Delta Asset Management
Tennessee
$20K
Fidelity Investments
216
Fidelity Investments
Massachusetts
$18K +$305 +3 +2%
LFG
217
LifePlan Financial Group
Ohio
$17K
MA
218
MCF Advisors
Kentucky
$12K
NSIM
219
North Star Investment Management
Illinois
$12K
WT
220
Whittier Trust
California
$12K
JFA
221
JNBA Financial Advisors
Minnesota
$12K +$12.3K +121 New
PG
222
Patten Group
Tennessee
$10K -$10.2K -100 -50%
DWM
223
Doyle Wealth Management
Florida
$10K +$9.65K +95 New
FNC
224
First National Corp
Massachusetts
$10K +$10.3K +101 New
GWA
225
Guidant Wealth Advisors
Illinois
$8K