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PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWGC
451
Summit Wealth Group (Colorado)
Colorado
$1.1M +$850K +32,206 +350%
RWIA
452
Roger Wittlin Investment Advisory
California
$1.09M +$15.1K +570 +1%
MHS
453
M Holdings Securities
Oregon
$1.06M -$33.2K -1,256 -3%
OPWM
454
Oxinas Partners Wealth Management
Indiana
$1.05M -$80.5K -3,049 -7%
AA
455
Advisory Advocates
Michigan
$1.03M +$194K +7,337 +23%
LWM
456
Lionsbridge Wealth Management
Florida
$1.02M -$45.6K -1,727 -4%
BlackRock
457
BlackRock
New York
$995K +$27.1K +1,027 +3%
PTC
458
Private Trust Company
Ohio
$984K +$252K +9,553 +35%
FWA
459
Flagship Wealth Advisors
Massachusetts
$976K +$972K +36,814 New
MCA
460
Magnolia Capital Advisors
Mississippi
$955K +$363K +13,765 +62%
PWA
461
Peterson Wealth Advisors
Utah
$949K +$74K +2,801 +8%
GEA
462
Glen Eagle Advisors
New Jersey
$946K +$80.2K +3,039 +9%
National Bank of Canada
463
National Bank of Canada
Quebec, Canada
$936K +$372K +14,102 +66%
WKWM
464
Walter & Keenan Wealth Management
Indiana
$932K +$163K +6,171 +21%
IA
465
IFP Advisors
Florida
$930K -$100K -3,788 -10%
BAWC
466
Boyce & Associates Wealth Consulting
Texas
$896K +$2.14K +81 +0.2%
ESB
467
Essex Savings Bank
Connecticut
$896K +$56.1K +2,124 +7%
AWM
468
Axxcess Wealth Management
California
$886K +$882K +33,397 New
SCA
469
Snowden Capital Advisors
New York
$871K -$30.6K -1,159 -3%
BCMLT
470
Beacon Capital Management LLC (Tennessee)
Tennessee
$867K +$115K +4,371 +15%
FGA
471
Fortis Group Advisors
New Jersey
$845K
REMPR
472
Roof Eidam Maycock Peralta (REMP)
California
$830K +$79 +3 +0%
SWM
473
Silverlake Wealth Management
Vermont
$824K +$23.6K +894 +3%
EFG
474
Everhart Financial Group
Ohio
$818K +$516K +19,552 +173%
PPWM
475
Perissos Private Wealth Management
Oklahoma
$817K +$242K +9,164 +42%