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PMBS

PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WI
26
WBI Investments
New Jersey
$1.41M -$96.4K -1,938 -6%
SMA
27
Seven Mile Advisory
New Jersey
$1.4M +$1.41M +28,272 New
PMWMG
28
Parr McKnight Wealth Management Group
Minnesota
$1.38M +$546K +10,963 +65%
BWM
29
BAM Wealth Management
Colorado
$1.36M +$321K +6,461 +31%
Mariner
30
Mariner
Kansas
$1.06M +$1.06M +21,400 New
SFS
31
Security Financial Services
Indiana
$986K +$492K +9,885 +99%
TF
32
Trek Financial
Arizona
$950K +$686K +13,781 +259%
FSWA
33
Financial Synergies Wealth Advisors
Texas
$919K +$331K +6,653 +56%
MWM
34
Maridea Wealth Management
New York
$893K -$1.89K -38 -0.2%
SPWM
35
Smith Partners Wealth Management
North Carolina
$841K +$842K +16,923 New
RA
36
RFG Advisory
Alabama
$726K +$727K +14,601 New
MMA
37
Miracle Mile Advisors
California
$716K +$57.1K +1,148 +9%
WWA
38
WCG Wealth Advisors
Nevada
$698K +$699K +14,038 New
BWMG
39
Barnes Wealth Management Group
California
$686K +$14.2K +285 +2%
WCG
40
Weaver Consulting Group
California
$642K
Truist Financial
41
Truist Financial
North Carolina
$561K +$295K +5,937 +111%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$558K +$145K +2,906 +35%
MA
43
Mutual Advisors
Nebraska
$541K +$2.94K +59 +0.5%
FGA
44
Fortis Group Advisors
New Jersey
$539K +$536K +10,762 New
MAM
45
Milestone Asset Management
Pennsylvania
$484K +$149K +2,995 +44%
DC
46
Davenport & Co
Virginia
$441K +$106K +2,123 +31%
SC
47
Sierra Capital
Florida
$424K +$1.79K +36 +0.4%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$316K +$317K +6,363 New
HNB
49
Huntington National Bank
Ohio
$286K
DCM
50
Donaldson Capital Management
Indiana
$286K