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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
BFA
151
Beacon Financial Advisory
Ohio
$259K -$38.4K -415 -13%
GHAM
152
Gilman Hill Asset Management
Connecticut
$255K -$4.62K -50 -2%
Pathstone Holdings
153
Pathstone Holdings
New Jersey
$235K +$234K +2,534 New
RC
154
Roundview Capital
New Jersey
$230K -$11K -119 -5%
DTL
155
Dynamic Technology Lab
Singapore
$227K +$226K +2,448 New
IFG
156
Independent Financial Group
California
$222K +$222K +2,400 New
MFC
157
Mechanics Financial Corp
Ohio
$215K -$622K -6,724 -74%
AAS
158
Ameritas Advisory Services
Nebraska
$212K +$1.57K +17 +0.7%
ZB
159
Zions Bancorporation
Utah
$211K +$211K +2,280 New
AWA
160
Arete Wealth Advisors
Illinois
$208K +$207K +2,240 New
FSWA
161
Financial Synergies Wealth Advisors
Texas
$208K +$31.8K +344 +18%
Comerica Bank
162
Comerica Bank
Texas
$205K -$48.6K -525 -19%
CPRC
163
Consolidated Portfolio Review Corp
New York
$202K
HIM
164
Hillsdale Investment Management
Ontario, Canada
$201K
CAS
165
Coppell Advisory Solutions
Texas
$187K +$186K +2,016 New
FFA
166
Farther Finance Advisors
California
$182K +$114K +1,233 +167%
KFI
167
Key Financial Inc
Pennsylvania
$167K -$8.51K -92 -5%
NCM
168
Northwest Capital Management
Oregon
$145K -$291K -3,151 -67%
WOSD
169
WFA of San Diego
California
$131K +$131K +1,415 New
DWM
170
Dogwood Wealth Management
Kansas
$122K -$12K -130 -9%
GWM
171
Geneos Wealth Management
Colorado
$117K -$52.9K -572 -31%
CPA
172
Cardiff Park Advisors
California
$114K
DIP
173
DT Investment Partners
Pennsylvania
$103K
WT
174
Whittier Trust
California
$94.5K
TFF
175
The Family Firm
Maryland
$89.3K +$89.1K +963 New