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PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
426
SeaCrest Wealth Management
New York
$564K +$564K +21,052 New
SHF
427
Stage Harbor Financial
Massachusetts
$564K +$4.02K +150 +0.7%
MCA
428
Magnolia Capital Advisors
Mississippi
$562K +$259K +9,660 +85%
SW
429
SteelPeak Wealth
California
$562K +$135K +5,038 +32%
CWM
430
Cornerstone Wealth Management
Missouri
$558K +$561K +20,930 New
TCM
431
TD Capital Management
Tennessee
$554K +$10.6K +397 +2%
AFO
432
Arrowroot Family Office
California
$551K +$216K +8,055 +64%
Mercer Global Advisors
433
Mercer Global Advisors
Colorado
$541K +$190K +7,107 +54%
AWM
434
Axxcess Wealth Management
California
$539K
QCIG
435
Quad-Cities Investment Group
Iowa
$534K +$276K +10,285 +106%
FFAS
436
FIG Financial Advisory Services
Oklahoma
$533K +$536K +19,994 New
AP
437
Advisortrust Partners
North Carolina
$532K +$534K +19,934 New
PJSIMP
438
P.J. Schmidt Investment Management (PJS)
Wisconsin
$523K -$32.2K -1,203 -6%
LGWM
439
Litman Gregory Wealth Management
California
$520K +$248K +9,253 +90%
SAW
440
Signal Advisors Wealth
Michigan
$520K +$522K +19,472 New
CW
441
Channel Wealth
California
$514K +$169K +6,310 +49%
SFC
442
Swisher Financial Concepts
Ohio
$514K +$516K +19,254 New
LFWA
443
LiftPoint Family Wealth Advisors
New Jersey
$513K +$515K +19,238 New
VT
444
Vise Technologies
New York
$511K +$513K +19,166 New
LA
445
Latitude Advisors
Florida
$509K +$511K +19,069 New
GFA
446
Gallagher Fiduciary Advisors
Illinois
$502K +$184K +6,857 +57%
MCWS
447
McKinley Carter Wealth Services
West Virginia
$490K +$492K +18,377 New
ARC
448
Advisor Resource Council
Texas
$485K +$219K +8,188 +82%
ASN
449
Advisory Services Network
Georgia
$483K -$58.9K -2,200 -11%
SF
450
Symphony Financial
Texas
$482K +$84.6K +3,156 +21%