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PMBS

PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LFWA
51
LiftPoint Family Wealth Advisors
New Jersey
$276K +$277K +5,563 New
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$247K +$247K +4,969 New
CRFG
53
Columbia River Financial Group
Washington
$245K +$245K +4,921 New
ESB
54
Essex Savings Bank
Connecticut
$209K +$209K +4,201 New
SIM
55
Studio Investment Management
Illinois
$203K +$203K +4,075 New
KAS
56
Kestra Advisory Services
Texas
$184K +$184K +3,700 New
RDFA
57
Ritter Daniher Financial Advisory
Ohio
$112K +$112K +2,250 New
TCM
58
TD Capital Management
Tennessee
$92.6K +$35.7K +718 +63%
Morgan Stanley
59
Morgan Stanley
New York
$53.8K -$18.6K -373 -26%
Osaic Holdings
60
Osaic Holdings
Arizona
$43.3K -$133K -2,677 -75%
IA
61
IFP Advisors
Florida
$27.3K
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$22.8K +$22.8K +459 New
JP Morgan Chase
63
JP Morgan Chase
New York
$21.6K +$20.9K +421 +3,007%
CIAS
64
Capital Investment Advisory Services
North Carolina
$20.9K +$20.9K +420 New
MI
65
Motiv8 Investments
Florida
$15K +$14.7K +295 New
SWP
66
Strategic Wealth Partners
Ohio
$13.8K -$129K -2,602 -90%
FFA
67
Farther Finance Advisors
California
$10.4K +$3.63K +73 +54%
MCM
68
MAI Capital Management
Ohio
$8.15K
RFA
69
Register Financial Advisors
Georgia
$4.17K +$4.18K +84 New
UBS Group
70
UBS Group
Switzerland
$3.43K
AWM
71
AE Wealth Management
Kansas
$845 +$846 +17 New
Citigroup
72
Citigroup
New York
$497 +$498 +10 New
AWA
73
Authentikos Wealth Advisory
California
-$870K -17,522 Closed
AAS
74
Ameritas Advisory Services
Nebraska
-$52.4K -1,054 Closed
EWM
75
Evolution Wealth Management
Florida
-$3.23K -65 Closed