We are live on ! Find out more
PYLD icon

PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
351
Beacon Financial Advisory
Ohio
$2.69M +$472K +17,867 +21%
IWM
352
Iams Wealth Management
Nebraska
$2.69M -$73K -2,765 -3%
AIA
353
AssuredPartners Investment Advisors
Florida
$2.64M +$14.9K +565 +0.6%
OPWM
354
Oregon Pacific Wealth Management
Oregon
$2.64M +$42.2K +1,597 +2%
SN
355
Sittner & Nelson
Oregon
$2.62M +$1.32M +49,974 +102%
EFG
356
Ehrlich Financial Group
California
$2.61M +$43.1K +1,634 +2%
SC
357
Savant Capital
Illinois
$2.61M +$2.37M +89,910 +1,041%
TFM
358
Trademark Financial Management
Minnesota
$2.58M -$1.03M -38,912 -29%
OFS
359
OneAscent Financial Services
Alabama
$2.56M +$708K +26,805 +38%
NDSI
360
Newman Dignan & Sheerar Inc
Rhode Island
$2.52M +$119K +4,496 +5%
FCFC
361
First Citizens Financial Corp
Iowa
$2.5M +$366K +13,853 +17%
PBO
362
Peoples Bank (Ohio)
Ohio
$2.49M +$529K +20,051 +27%
BA
363
Bluesphere Advisors
Pennsylvania
$2.45M -$55.7K -2,109 -2%
DAS
364
Daybright Advisory Services
Florida
$2.4M -$50K -1,892 -2%
FPB
365
First PREMIER Bank
South Dakota
$2.37M +$1.57M +59,479 +198%
SPIA
366
Steward Partners Investment Advisory
New York
$2.37M +$865K +32,753 +58%
NRI
367
NFP Retirement Inc
California
$2.32M -$51K -1,930 -2%
SWM
368
Schwallier Wealth Management
Michigan
$2.32M -$568K -21,499 -20%
BFP
369
Beacon Financial Planning
Massachusetts
$2.3M +$36K +1,365 +2%
TWD
370
True Wealth Design
Ohio
$2.3M +$338K +12,814 +17%
MWA
371
Merkkuri Wealth Advisors
New York
$2.29M -$333K -12,619 -13%
GRP
372
Global Retirement Partners
California
$2.28M +$2.27M +86,104 New
AL
373
ARWA LLC
Texas
$2.28M +$362K +13,723 +19%
LSA
374
L & S Advisors
California
$2.28M +$161K +6,095 +8%
RCM
375
RMR Capital Management
California
$2.23M +$336K +12,716 +18%