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PIMCO Active Bond Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
Emergent Wealth Advisors
New York
$1.04M +$273K +3,013 +36%
FPCP
202
Fort Point Capital Partners
California
$1.01M -$45.2K -500 -4%
BFA
203
Beacon Financial Advisory
Ohio
$994K +$156K +1,721 +19%
SI
204
Stephens Inc
Arkansas
$983K -$72.2K -798 -7%
PG
205
Patten Group
Tennessee
$969K +$54.6K +604 +6%
CSPAM
206
Cary Street Partners Asset Management
Virginia
$963K +$368K +4,073 +63%
HWA
207
HCR Wealth Advisors
California
$958K
IFG
208
Independent Financial Group
California
$940K +$181K +2,004 +24%
AQR Capital Management
209
AQR Capital Management
Connecticut
$924K +$44.2K +489 +5%
PA
210
Procyon Advisors
Connecticut
$888K -$168K -1,857 -16%
ATWA
211
Arbor Trust Wealth Advisors
Michigan
$859K -$376K -4,161 -31%
BFWM
212
Bright Futures Wealth Management
New York
$849K +$2.53K +28 +0.3%
BFA
213
Benedict Financial Advisors
Georgia
$819K -$67.5K -746 -8%
OWA
214
Opal Wealth Advisors
New York
$801K +$14.4K +159 +2%
KWM
215
Kingsview Wealth Management
Oregon
$789K -$29.6K -327 -4%
PS
216
Principal Securities
Iowa
$787K +$218K +2,409 +39%
EL
217
EQ LLC
Washington
$767K +$7.33K +81 +1%
OC
218
Oppenheimer & Co
New York
$749K -$110K -1,220 -13%
LWMI
219
Landmark Wealth Management (Illinois)
Illinois
$724K +$719K +7,950 New
MG
220
Mather Group
Illinois
$718K -$419K -4,635 -37%
RCAG
221
Rehmann Capital Advisory Group
Michigan
$708K -$21.9K -242 -3%
WS
222
Wedbush Securities
California
$694K -$91.3K -1,009 -12%
WGCA
223
Wolf Group Capital Advisors
Virginia
$680K +$73K +807 +12%
CFD
224
Creative Financial Designs
Indiana
$671K -$18.7K -207 -3%
RBC
225
Romano Brothers & Co
Illinois
$661K +$241K +2,665 +58%