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PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Axxcess Wealth Management
California
$369K +$628 +24 +0.2%
PWM
252
Pinnacle Wealth Management
California
$365K +$19.5K +744 +6%
CWP
253
Concord Wealth Partners
Virginia
$351K +$33.8K +1,292 +11%
PTC
254
Private Trust Company
Ohio
$346K +$45.1K +1,725 +15%
SA
255
Sanctuary Advisors
Indiana
$333K +$121K +4,625 +57%
FCM
256
Fourpath Capital Management
Oklahoma
$331K
GWM
257
Geneos Wealth Management
Colorado
$328K +$331K +12,661 New
RCM
258
Riggs Capital Management
Utah
$325K +$328K +12,534 New
AFO
259
Arrowroot Family Office
California
$319K +$994 +38 +0.3%
Bank of Montreal
260
Bank of Montreal
Ontario, Canada
$317K +$2.33K +89 +0.7%
LWM
261
Lodestone Wealth Management
Washington
$314K +$54.1K +2,067 +21%
BFA
262
Benedict Financial Advisors
Georgia
$310K +$312K +11,945 New
HBS
263
Howard Bailey Securities
Indiana
$309K -$10.4K -399 -3%
RFA
264
Resurgent Financial Advisors
Georgia
$306K +$308K +11,788 New
SIAS
265
Summit Investment Advisory Services
Minnesota
$303K +$108K +4,147 +55%
FPW
266
Fairvoy Private Wealth
Alabama
$303K +$306K +11,697 New
AC
267
Apella Capital
Connecticut
$302K -$395K -15,105 -56%
SW
268
SteelPeak Wealth
California
$301K +$303K +11,570 New
Comerica Bank
269
Comerica Bank
Texas
$297K +$137K +5,227 +84%
AWM
270
Avaii Wealth Management
Wisconsin
$293K +$296K +11,308 New
FFS
271
Founders Financial Securities
Maryland
$282K +$285K +10,880 New
CAG
272
Csenge Advisory Group
Florida
$280K +$21.8K +834 +8%
PAWA
273
Palo Alto Wealth Advisors
California
$270K +$9.81K +375 +4%
SFC
274
Swisher Financial Concepts
Ohio
$268K -$305K -11,641 -53%
MAS
275
MPWM Advisory Solutions
Georgia
$251K +$254K +9,697 New