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PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WP
201
WealthShield Partners
North Carolina
$964K -$2.27M -25,635 -71%
RIG
202
Ramiah Investment Group
Wisconsin
$948K +$39.7K +448 +5%
SCA
203
Snowden Capital Advisors
New York
$931K -$84.9K -958 -9%
1IA
204
1620 Investment Advisors
Massachusetts
$929K +$87.1K +983 +11%
EFS
205
Essex Financial Services
Connecticut
$897K +$391K +4,416 +83%
PG
206
Patten Group
Tennessee
$862K +$425K +4,795 +106%
FFN
207
Focus Financial Network
Minnesota
$853K +$815K +9,191 New
FNC
208
First National Corp
Massachusetts
$822K +$33.9K +382 +4%
OWA
209
Opal Wealth Advisors
New York
$795K +$763K +8,604 New
WS
210
Wedbush Securities
California
$781K +$532 +6 +0.1%
FWM
211
Focused Wealth Management
New York
$777K -$40.5K -457 -5%
MCM
212
Mainstay Capital Management
Michigan
$771K +$76.8K +866 +12%
AWM
213
Avondale Wealth Management
Texas
$749K +$452K +5,100 +170%
BFA
214
Beacon Financial Advisory
Ohio
$742K -$52.2K -589 -7%
KWM
215
Kingsview Wealth Management
Oregon
$740K -$1.58M -17,805 -69%
RL
216
Retireful LLC
Michigan
$738K -$4M -45,088 -85%
PWA
217
Physician Wealth Advisors
Utah
$737K +$5.5K +62 +0.8%
CGFA
218
Colton Groome Financial Advisors
North Carolina
$727K -$792K -8,934 -53%
CFD
219
Creative Financial Designs
Indiana
$686K +$490K +5,533 +294%
VPP
220
Vertex Planning Partners
Illinois
$685K -$8.66M -97,694 -93%
IWM
221
IHT Wealth Management
Illinois
$653K
AQR Capital Management
222
AQR Capital Management
Connecticut
$643K +$617K +6,957 New
SAM
223
SignalPoint Asset Management
Missouri
$637K +$611K +6,896 New
CCM
224
Crabel Capital Management
California
$628K +$602K +6,790 New
PIA
225
Perennial Investment Advisors
California
$618K +$1.06K +12 +0.2%