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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
126
Keystone Financial Group (Kentucky)
Kentucky
$270K -$21.3K -223 -7%
CWM
127
Cornerstone Wealth Management
Missouri
$270K -$313K -3,269 -54%
PFM
128
Peak Financial Management
Massachusetts
$270K -$20.1K -210 -7%
PP
129
PrairieView Partners
Minnesota
$265K
SFA
130
Sequoia Financial Advisors
Ohio
$243K -$29K -303 -11%
TCM
131
TD Capital Management
Tennessee
$229K +$198K +2,071 +722%
KV
132
Kickstand Ventures
New York
$223K -$12.1K -127 -5%
VAS
133
Vestmark Advisory Solutions
Massachusetts
$213K -$508K -5,305 -71%
BCM
134
Brookstone Capital Management
Illinois
$212K
SPIA
135
Steward Partners Investment Advisory
New York
$209K +$35.5K +371 +21%
MCM
136
MAI Capital Management
Ohio
$182K +$2.49K +26 +1%
VWM
137
Vermillion Wealth Management
Minnesota
$178K -$765 -8 -0.4%
US Bancorp
138
US Bancorp
Minnesota
$144K
SA
139
SRH Advisors
Kansas
$136K
GFA
140
Gallagher Fiduciary Advisors
Illinois
$133K +$1.22B +12,794,077 +9,830%
TCM
141
Tradewinds Capital Management
Washington
$130K +$17.7K +185 +16%
National Bank of Canada
142
National Bank of Canada
Quebec, Canada
$117K
HI
143
Harbour Investments
Wisconsin
$106K -$13.9K -145 -12%
PTC
144
Private Trust Company
Ohio
$106K
GSWM
145
Golden State Wealth Management
California
$70.3K -$31.5K -329 -31%
CIAS
146
Capital Investment Advisory Services
North Carolina
$50.9K +$50K +523 New
William Blair & Company
147
William Blair & Company
Illinois
$37.9K -$9.09K -95 -20%
WWMSC
148
Wagner Wealth Management (South Carolina)
South Carolina
$36.5K
PFBT
149
Parkside Financial Bank & Trust
Missouri
$28.1K +$287 +3 +1%
BSB
150
Bangor Savings Bank
Maine
$27.1K