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PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$96K
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$93K
WT
153
Whittier Trust
California
$93K
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$93K +$15.1K +169 +20%
EP
155
Eudaimonia Partners
Tennessee
$91K +$89.5K +1,001 New
OIA
156
Optimum Investment Advisors
Illinois
$64K -$69.3K -775 -53%
CFA
157
Carroll Financial Associates
North Carolina
$61K
MAWCM
158
Mine & Arao Wealth Creation & Management
California
$55K
GRP
159
Global Retirement Partners
California
$55K +$28.8K +322 +115%
CFG
160
Citizens Financial Group
Rhode Island
$47K +$45.9K +513 New
VFA
161
Valeo Financial Advisors
Indiana
$46K +$44.7K +500 New
FWM
162
FSA Wealth Management
Massachusetts
$45K
FWM
163
Focused Wealth Management
New York
$44K +$358 +4 +0.8%
BAM
164
Bellevue Asset Management
Washington
$40K
WB
165
Webster Bank
Connecticut
$37K -$17.9K -200 -33%
BFEC
166
Benjamin F. Edwards & Company
Missouri
$30K
CAAS
167
Capital Asset Advisory Services
Michigan
$30K +$24.9K +279 +754%
WEC
168
Winslow Evans & Crocker
Massachusetts
$28K
TC
169
Truvestments Capital
Florida
$24K +$358 +4 +2%
GI
170
Gradient Investments
Minnesota
$22K -$16.2K -181 -43%
LS
171
Leelyn Smith
Illinois
$22K -$4.83K -54 -19%
BBA
172
Braun-Bostich & Associates
Pennsylvania
$22K
CIR
173
Clear Investment Research
Georgia
$18K -$93.6K -1,047 -85%
BWM
174
BerganKDV Wealth Management
Minnesota
$17K
VRM
175
Vectors Research Management
New York
$16K