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PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
476
Perissos Private Wealth Management
Oklahoma
$817K +$242K +9,164 +42%
FI
477
Financial Insights
Washington
$812K +$660 +25 +0.1%
VA
478
Valmark Advisers
Ohio
$812K +$183K +6,939 +29%
LA
479
Latitude Advisors
Florida
$810K +$88.8K +3,364 +12%
BI
480
Beckerman Institutional
New Jersey
$805K – – –
HNB
481
Huntington National Bank
Ohio
$791K – – –
SPC
482
Sigma Planning Corp
Michigan
$790K +$121K +4,571 +18%
WIA
483
World Investment Advisors
California
$783K – – –
OCM
484
Objective Capital Management
Ohio
$772K -$151K -5,710 -16%
XPN
485
XY Planning Network
Montana
$769K – – –
AG
486
AmeriFlex Group
Nevada
$769K -$490K -18,551 -39%
TSMHT
487
Thurston Springer Miller Herd & Titak
Indiana
$763K +$261K +9,879 +52%
HWM
488
HB Wealth Management
Georgia
$759K +$2.64K +100 +0.4%
EIP
489
Essential Investment Partners
Colorado
$745K +$354K +13,420 +91%
RPSA
490
Richard P. Slaughter Associates
Texas
$736K +$12K +456 +2%
JWM
491
Jessup Wealth Management
Ohio
$732K -$12.7K -482 -2%
SB
492
Strategic Blueprint
Georgia
$726K +$66.4K +2,516 +10%
CWM
493
Cornerstone Wealth Management
Missouri
$723K +$39.2K +1,485 +6%
LAS
494
Lloyd Advisory Services
Georgia
$721K +$696K +26,343 +3,189%
EWA
495
Emergent Wealth Advisors
New York
$718K +$95.1K +3,602 +15%
SIM
496
Studio Investment Management
Illinois
$713K +$184K +6,962 +35%
ACP
497
Argyle Capital Partners
California
$707K +$228K +8,647 +48%
TWM
498
Timmons Wealth Management
Massachusetts
$698K +$424K +16,067 +157%
MCWS
499
McKinley Carter Wealth Services
West Virginia
$696K +$15.7K +595 +2%
CWP
500
Concord Wealth Partners
Virginia
$694K +$72.3K +2,739 +12%