We are live on ! Find out more
CORP icon

PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SC
126
Savant Capital
Illinois
$266K -$3.62K -37 -1%
AA
127
Advisory Alpha
Michigan
$261K +$2.64K +27 +1%
KJWM
128
Kiley Juergens Wealth Management
Washington
$260K +$263K +2,685 New
BCI
129
Brinker Capital Investments
Pennsylvania
$252K +$255K +2,602 New
CWM
130
Cornerstone Wealth Management
Missouri
$251K -$685 -7 -0.3%
WF
131
Womack Financial
Texas
$247K +$249K +2,548 New
FCH
132
Freestone Capital Holdings
Washington
$242K +$245K +2,500 New
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$230K -$38.6K -394 -14%
WAU
134
Wellington-Altus USA
Manitoba, Canada
$224K +$63.3K +647 +39%
PFM
135
Peak Financial Management
Massachusetts
$223K -$46K -470 -17%
KV
136
Kickstand Ventures
New York
$220K -$783 -8 -0.4%
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$217K +$219K +2,241 New
Creative Planning
138
Creative Planning
Kansas
$215K – – –
PGFG
139
Pine Grove Financial Group
Minnesota
$215K +$6.07K +62 +3%
RI
140
Ruggiero Investments
Florida
$210K +$489 +5 +0.2%
DA
141
Detalus Advisors
Missouri
$209K +$211K +2,157 New
MCM
142
MAI Capital Management
Ohio
$208K – – –
EWA
143
EverSource Wealth Advisors
Alabama
$206K -$48.8K -499 -19%
AP
144
Advisortrust Partners
North Carolina
$189K +$191K +1,953 New
RWM
145
Rialto Wealth Management
New York
$188K -$69K -705 -27%
HI
146
Harbour Investments
Wisconsin
$180K +$74.7K +763 +70%
SPIA
147
Steward Partners Investment Advisory
New York
$172K +$294 +3 +0.2%
VWM
148
Vermillion Wealth Management
Minnesota
$163K +$4.8K +49 +3%
TCM
149
TD Capital Management
Tennessee
$150K +$1.76K +18 +1%
GFA
150
Gallagher Fiduciary Advisors
Illinois
$145K -$14M -143,523 -99%