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PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
401
CGC Financial Services
Oregon
$1.8M +$428K +16,202 +31%
BIA
402
BHK Investment Advisors
Alabama
$1.77M +$203K +7,670 +13%
MW
403
MBL Wealth
North Carolina
$1.73M -$1.18M -44,870 -41%
PFPG
404
Pinnacle Financial Partners (Georgia)
Georgia
$1.69M +$105K +3,966 +7%
SRA
405
Secured Retirement Advisors
Minnesota
$1.69M +$457K +17,319 +37%
MA
406
MW Advisory
Georgia
$1.69M +$1.68M +63,647 New
BEI
407
Benjamin Edwards Inc
Missouri
$1.66M +$23.3K +882 +1%
EW
408
Element Wealth
Mississippi
$1.64M +$37.4K +1,418 +2%
SAM
409
Smartleaf Asset Management
Massachusetts
$1.63M – – –
SIAS
410
Summit Investment Advisory Services
Minnesota
$1.63M +$138K +5,212 +9%
PCM
411
Parsons Capital Management
Rhode Island
$1.6M +$330K +12,507 +26%
PFT
412
Providence First Trust
Arizona
$1.59M +$1.58M +59,980 New
SAW
413
Signal Advisors Wealth
Michigan
$1.58M +$698K +26,454 +80%
EA
414
Ergawealth Advisors
Illinois
$1.56M -$4.09K -155 -0.3%
RFN
415
RDA Financial Network
Iowa
$1.52M +$145K +5,491 +11%
KA
416
Kercheville Advisors
Texas
$1.51M +$18.5K +700 +1%
AWA
417
Arete Wealth Advisors
Illinois
$1.51M -$837K -31,714 -36%
BFF
418
Byrne Financial Freedom
Massachusetts
$1.5M +$38.6K +1,463 +3%
SWM
419
SFG Wealth Management
Maryland
$1.5M +$1.27M +48,181 +575%
EWP
420
Evergreen Wealth Partners
Montana
$1.49M +$74.5K +2,820 +5%
SAFS
421
S&A Financial Services
Kansas
$1.45M +$137K +5,180 +10%
FL
422
FreeGulliver LLC
Louisiana
$1.45M +$13.2K +500 +0.9%
CFS
423
CRA Financial Services
New Jersey
$1.45M +$46.4K +1,758 +3%
BWMG
424
Barnes Wealth Management Group
California
$1.44M +$414K +15,677 +40%
OFS
425
Opus Financial Solutions
Illinois
$1.4M +$108K +4,085 +8%