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PMBS

PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$930K +$11.1K +224 +1%
WAOI
52
Wealth Advisors of Iowa
Iowa
$815K -$16.5K -333 -2%
WN
53
Williams & Novak
California
$781K +$545K +11,022 +230%
TFA
54
Tranquilli Financial Advisor
New Jersey
$736K +$72.2K +1,461 +11%
WWA
55
WCG Wealth Advisors
Nevada
$660K -$33.3K -674 -5%
MAM
56
Milestone Asset Management
Pennsylvania
$637K +$27.4K +555 +4%
WCG
57
Weaver Consulting Group
California
$628K -$9.89K -200 -2%
SWM
58
SFG Wealth Management
Maryland
$610K +$611K +12,358 New
MA
59
Mutual Advisors
Nebraska
$540K +$1.63K +33 +0.3%
WIP
60
WealthCare Investment Partners
Rhode Island
$519K +$132K +2,670 +34%
Truist Financial
61
Truist Financial
North Carolina
$484K -$41.7K -844 -8%
EWL
62
Emissary Wealth LLC
New Jersey
$483K +$169K +3,422 +54%
FFA
63
Farther Finance Advisors
California
$470K +$386K +7,804 +456%
FGA
64
Fortis Group Advisors
New Jersey
$459K
MMA
65
Miracle Mile Advisors
California
$442K -$398K -8,046 -47%
SC
66
Sierra Capital
Florida
$425K +$1.68K +34 +0.4%
WCFA
67
Walkner Condon Financial Advisors
Wisconsin
$421K +$421K +8,520 New
VIA
68
Vickerman Investment Advisors
Washington
$406K +$22.2K +449 +6%
HNB
69
Huntington National Bank
Ohio
$401K
AWM
70
Axxcess Wealth Management
California
$383K +$384K +7,766 New
PJSIMP
71
P.J. Schmidt Investment Management (PJS)
Wisconsin
$382K +$89.4K +1,808 +31%
Citadel Advisors
72
Citadel Advisors
Florida
$368K +$39.4K +798 +12%
GC
73
GatePass Capital
Ohio
$362K +$363K +7,341 New
SAW
74
Signal Advisors Wealth
Michigan
$360K +$14.3K +289 +4%
SIM
75
Studio Investment Management
Illinois
$358K +$99.5K +2,013 +38%