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PMBS

PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BWMG
26
Barnes Wealth Management Group
California
$672K +$664K +13,523 New
MMA
27
Miracle Mile Advisors
California
$658K +$651K +13,259 New
WCG
28
Weaver Consulting Group
California
$641K +$2.46K +50 +0.4%
FSWA
29
Financial Synergies Wealth Advisors
Texas
$588K +$581K +11,836 New
MA
30
Mutual Advisors
Nebraska
$541K +$687 +14 +0.1%
SFS
31
Security Financial Services
Indiana
$495K +$489K +9,966 New
SC
32
Sierra Capital
Florida
$422K +$1.77K +36 +0.4%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$414K +$82.6K +1,682 +25%
DC
34
Davenport & Co
Virginia
$335K +$332K +6,753 New
MAM
35
Milestone Asset Management
Pennsylvania
$335K +$331K +6,739 New
HNB
36
Huntington National Bank
Ohio
$324K
DCM
37
Donaldson Capital Management
Indiana
$286K +$282K +5,750 New
Truist Financial
38
Truist Financial
North Carolina
$266K +$53.5K +1,090 +26%
TF
39
Trek Financial
Arizona
$265K +$262K +5,329 New
Osaic Holdings
40
Osaic Holdings
Arizona
$176K +$60.2K +1,227 +53%
SWP
41
Strategic Wealth Partners
Ohio
$143K +$141K +2,879 New
Morgan Stanley
42
Morgan Stanley
New York
$72.3K -$9.97K -203 -12%
TCM
43
TD Capital Management
Tennessee
$56.9K +$56.3K +1,146 New
AAS
44
Ameritas Advisory Services
Nebraska
$52.4K +$51.8K +1,054 New
IA
45
IFP Advisors
Florida
$27.3K
MCM
46
MAI Capital Management
Ohio
$8.14K +$8.05K +164 New
FFA
47
Farther Finance Advisors
California
$6.75K +$6.68K +136 New
UBS Group
48
UBS Group
Switzerland
$3.43K
EWM
49
Evolution Wealth Management
Florida
$3.23K +$3.19K +65 New
AWM
50
AllSquare Wealth Management
New York
$795