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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
101
Capital Analysts LLC
Pennsylvania
$27K – – –
CFD
102
Creative Financial Designs
Indiana
$25K – – –
PFBT
103
Parkside Financial Bank & Trust
Missouri
$25K +$198 +2 +0.8%
DWM
104
Doyle Wealth Management
Florida
$24K +$23.6K +239 New
HI
105
Hudock Inc
Pennsylvania
$23K -$19K -192 -45%
OIA
106
OneDigital Investment Advisors
Kansas
$23K +$23K +233 New
FRA
107
Front Row Advisors
California
$22K – – –
ASN
108
Advisory Services Network
Georgia
$15K +$14.8K +150 New
GRP
109
Global Retirement Partners
California
$12K – – –
VFA
110
Valeo Financial Advisors
Indiana
$12K – – –
S
111
SignatureFD
Georgia
$7K – – –
FA
112
Fortis Advisors
Pennsylvania
$5K +$5.24K +53 New
AAM
113
Advisors Asset Management
Colorado
$4K – – –
CIAS
114
Capital Investment Advisory Services
North Carolina
$3K +$2.67K +27 New
AA
115
Acorns Advisers
California
$3K +$2.86K +29 New
SHJ
116
Sharkey, Howes & Javer
Colorado
$2K – – –
HR
117
Howe & Rusling
New York
$2K +$1.68K +17 New
BWM
118
Baystate Wealth Management
Massachusetts
$1K +$691 +7 New
SWA
119
Sutton Wealth Advisors
Florida
$198 – – –
PEA
120
Pacific Edge Advisors
California
– -$13.7M -136,125 Closed
WI
121
WBI Investments
New Jersey
– -$9.47M -94,193 Closed
DWM
122
Destination Wealth Management
California
– -$1.77M -17,573 Closed
MIH
123
Meitav Investment House
Israel
– -$898K -8,940 Closed
PFM
124
Peak Financial Management
Massachusetts
– -$437K -4,340 Closed
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
– -$370K -3,674 Closed