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PMBS

PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
76
Studio Investment Management
Illinois
$358K +$99.5K +2,013 +38%
SNBOSCI
77
Security National Bank of Sioux City Iowa
Iowa
$339K +$340K +6,870 New
RPGK
78
Retirement Planning Group (Kansas)
Kansas
$304K – – –
ESB
79
Essex Savings Bank
Connecticut
$303K +$95.5K +1,933 +46%
FFS
80
Founders Financial Securities
Maryland
$303K +$7.37K +149 +2%
WKWM
81
Walter & Keenan Wealth Management
Indiana
$296K – – –
LFWA
82
LiftPoint Family Wealth Advisors
New Jersey
$294K +$22.6K +457 +8%
TCM
83
TD Capital Management
Tennessee
$288K +$174K +3,528 +153%
WWM
84
Western Wealth Management
Colorado
$266K +$266K +5,383 New
TWP
85
Triad Wealth Partners
Kansas
$250K +$255K +5,157 New
UCFA
86
United Capital Financial Advisors
Texas
$230K -$570K -11,527 -71%
AA
87
Armis Advisers
Georgia
$230K – – –
DCM
88
Donaldson Capital Management
Indiana
$225K – – –
MFG
89
Mosaic Financial Group
Illinois
$225K +$2.62K +53 +1%
AIM
90
Advyzon Investment Management
Illinois
$223K -$48.6K -984 -18%
SFG
91
SNS Financial Group
Minnesota
$222K +$222K +4,500 New
EH
92
Equitable Holdings
New York
$217K +$218K +4,402 New
APFP
93
Action Point Financial Planning
Michigan
$208K +$208K +4,214 New
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$113K – – –
RDFA
95
Ritter Daniher Financial Advisory
Ohio
$111K – – –
PTC
96
Private Trust Company
Ohio
$57.8K +$33.4K +675 +136%
AAS
97
Ameritas Advisory Services
Nebraska
$53.2K +$53.2K +1,077 New
Morgan Stanley
98
Morgan Stanley
New York
$51.1K -$1.88K -38 -4%
CPG
99
Cornerstone Planning Group
New Jersey
$27.8K – – –
IA
100
IFP Advisors
Florida
$27.2K – – –