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PIMCO Active Bond Exchange-Traded Fund
BOND

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
201
Waterfront Wealth
Kansas
$1.19M +$40K +435 +3%
CSC
202
Caldwell Sutter Capital
California
$1.19M +$47.6K +517 +4%
AFO
203
Arrowroot Family Office
California
$1.19M +$24.8K +269 +2%
KF
204
Krilogy Financial
Missouri
$1.18M +$25.7K +279 +2%
BFA
205
Beacon Financial Advisory
Ohio
$1.16M +$124K +1,345 +12%
RIG
206
Ramiah Investment Group
Wisconsin
$1.16M +$8.93K +97 +0.8%
KWM
207
Kingsview Wealth Management
Oregon
$1.15M +$146K +1,583 +14%
LWM
208
Lionshead Wealth Management
New York
$1.13M +$1.15M +12,446 New
MW
209
Maia Wealth
Colorado
$1.12M +$433K +4,705 +62%
VWA
210
VSM Wealth Advisory
Maryland
$1.11M +$1.14M +12,331 New
MWS
211
MFA Wealth Services
California
$1.11M +$1.13M +12,318 New
RC
212
Rovin Capital
Arizona
$1.1M -$175K -1,896 -13%
EGM
213
Engineers Gate Manager
New York
$1.09M +$1.11M +12,101 New
SWA
214
Strata Wealth Advisors
Texas
$1.09M – – –
FIG
215
FSA Investment Group
Florida
$1.08M +$1.12M +12,128 New
CPCM
216
Cardinal Point Capital Management
Ontario, Canada
$1.06M -$470K -5,105 -30%
1IA
217
1620 Investment Advisors
Massachusetts
$1.03M +$30.6K +332 +3%
TCMP
218
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.03M -$401K -4,360 -28%
WGC
219
Watts Gwilliam & Co
Arizona
$1.03M -$35.1K -381 -3%
BCM
220
Brasada Capital Management
Texas
$1.03M -$233K -2,535 -18%
IFG
221
Independent Financial Group
California
$1.02M -$552 -6 -0.1%
CWP
222
Cyndeo Wealth Partners
Florida
$991K -$139K -1,509 -12%
CG
223
CFO4Life Group
Texas
$985K -$184K -1,997 -15%
AG
224
AmeriFlex Group
Nevada
$983K +$995K +10,807 New
CA
225
Continuum Advisory
Idaho
$983K +$217K +2,360 +28%
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