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PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
451
Silverlake Wealth Management
Vermont
$791K +$174K +6,537 +28%
FPB
452
First PREMIER Bank
South Dakota
$788K +$456K +17,095 +132%
CWA
453
Crusonia Wealth Advisors
Colorado
$788K -$8.1K -304 -1%
WIA
454
World Investment Advisors
California
$783K +$117K +4,404 +17%
HNB
455
Huntington National Bank
Ohio
$783K – – –
WKWM
456
Walter & Keenan Wealth Management
Indiana
$759K +$59.6K +2,237 +8%
XPN
457
XY Planning Network
Montana
$759K +$773K +28,999 New
HWM
458
HB Wealth Management
Georgia
$747K +$760K +28,521 New
BCMLT
459
Beacon Capital Management LLC (Tennessee)
Tennessee
$742K +$429K +16,085 +131%
JWM
460
Jessup Wealth Management
Ohio
$735K +$25.9K +971 +4%
WB
461
WesBanco Bank
West Virginia
$735K +$748K +28,049 New
AFO
462
Arrowroot Family Office
California
$733K +$196K +7,346 +36%
BJL
463
Brighton Jones LLC
Washington
$732K +$745K +27,956 New
PTC
464
Private Trust Company
Ohio
$722K -$445K -16,683 -38%
RPSA
465
Richard P. Slaughter Associates
Texas
$715K -$287K -10,780 -28%
LA
466
Latitude Advisors
Florida
$712K +$216K +8,116 +43%
SWM
467
SeaCrest Wealth Management
New York
$698K +$149K +5,577 +26%
MCM
468
Manchester Capital Management
Vermont
$697K – – –
CWM
469
Cornerstone Wealth Management
Missouri
$676K +$130K +4,859 +23%
MCWS
470
McKinley Carter Wealth Services
West Virginia
$672K +$194K +7,284 +40%
BCA
471
Bay Colony Advisors
Massachusetts
$667K -$525K -19,684 -44%
FFN
472
Focus Financial Network
Minnesota
$666K +$678K +25,428 New
SPC
473
Sigma Planning Corp
Michigan
$661K +$447K +16,774 +198%
MCA
474
MSH Capital Advisors
Arizona
$653K -$63.3K -2,373 -9%
SB
475
Strategic Blueprint
Georgia
$651K +$21.8K +816 +3%