We are live on ! Find out more
BOND icon

PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
201
Moneta Group Investment Advisors
Missouri
$679K +$691K +6,203 New
BAM
202
Belpointe Asset Management
Nevada
$678K -$42.8K -384 -6%
PWA
203
Physician Wealth Advisors
Utah
$671K -$54.7K -491 -7%
SIM
204
Stratos Investment Management
Ohio
$666K -$141K -1,263 -17%
WGCA
205
Wolf Group Capital Advisors
Virginia
$660K +$12.1K +109 +2%
AT
206
Arden Trust
Delaware
$654K -$209K -1,881 -24%
AWM
207
AE Wealth Management
Kansas
$653K -$2.74M -24,648 -81%
AC
208
Addison Capital
Pennsylvania
$650K +$7.57K +68 +1%
FSWA
209
Financial Synergies Wealth Advisors
Texas
$645K +$435K +3,904 +196%
SF
210
Symphony Financial
Texas
$608K +$37.2K +334 +6%
CA
211
Cambridge Advisors
Nebraska
$607K +$146K +1,312 +31%
SWM
212
Sanctuary Wealth Management
Idaho
$597K
ANTB
213
AMG National Trust Bank
Colorado
$595K -$16.1K -145 -3%
Creative Planning
214
Creative Planning
Kansas
$587K +$255K +2,294 +75%
GIP
215
Greatmark Investment Partners
Georgia
$575K
WA
216
WBH Advisory
Maryland
$571K +$31.3K +281 +6%
SWP
217
Stratos Wealth Partners
Ohio
$571K +$175K +1,574 +43%
Ameriprise
218
Ameriprise
Minnesota
$570K -$178K -1,603 -24%
JG
219
Jefferies Group
New York
$561K +$571K +5,128 New
PG
220
Patten Group
Tennessee
$543K -$3.34K -30 -0.6%
SCM
221
Spreng Capital Management
Ohio
$539K -$19.5K -175 -3%
PTC
222
Private Trust Company
Ohio
$530K
BC
223
Bartlett & Co
Ohio
$516K -$182K -1,635 -26%
BCWM
224
Bartlett & Co Wealth Management
Ohio
$516K -$182K -1,635 -26%
BRWA
225
B. Riley Wealth Advisors
Florida
$504K +$512K +4,599 New