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PIMCO Active Bond Exchange-Traded Fund
BOND

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
201
IHT Wealth Management
Illinois
$670K – – –
OPA
202
Old Port Advisors
Maine
$658K -$152K -1,639 -19%
ECM
203
Evergreen Capital Management
Washington
$626K – – –
WIM
204
WealthPlan Investment Management
Nebraska
$625K -$380K -4,107 -38%
WGCA
205
Wolf Group Capital Advisors
Virginia
$603K -$77.6K -840 -11%
BLC
206
Brown, Lisle/Cummings
Rhode Island
$597K +$185 +2 +0%
MAG
207
Mayfair Advisory Group
Alabama
$597K +$31.7K +343 +6%
HW
208
Hamilton Wealth
California
$594K +$17.2K +186 +3%
PIA
209
Perennial Investment Advisors
California
$591K +$589K +6,374 New
PA
210
Pinnacle Associates
New York
$583K -$18.5K -200 -3%
DSA
211
Droms Strauss Advisors
Missouri
$577K -$1.17M -12,630 -67%
APG
212
Abacus Planning Group
South Carolina
$577K – – –
MOS
213
MGO One Seven
Ohio
$576K -$472K -5,101 -45%
MIM
214
Macroview Investment Management
Maryland
$573K -$10.4K -113 -2%
GWP
215
Gateway Wealth Partners
Wisconsin
$554K +$83.8K +907 +18%
OWM
216
OneAscent Wealth Management
Alabama
$546K -$251K -2,718 -32%
EFS
217
Essex Financial Services
Connecticut
$536K +$15.3K +166 +3%
AC
218
Addison Capital
Pennsylvania
$534K +$739 +8 +0.1%
BFEC
219
Benjamin F. Edwards & Company
Missouri
$518K +$248K +2,684 +93%
PWMAG
220
Pinnacle Wealth Management Advisory Group
New Jersey
$500K -$9.24K -100 -2%
SOS
221
Silver Oak Securities
Tennessee
$490K +$208K +2,247 +74%
MNBTD
222
Moody National Bank Trust Division
Texas
$488K – – –
MW
223
MBL Wealth
North Carolina
$486K -$1.85M -20,061 -79%
SIAS
224
Summit Investment Advisory Services
Minnesota
$485K -$27.3K -295 -5%
FCAG
225
First Capital Advisors Group
New Jersey
$480K +$1.85K +20 +0.4%
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9
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