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PIMCO Multi Sector Bond Active ETF
PYLD

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
501
Atomi Financial Group
New York
$690K +$290K +10,974 +73%
TWP
502
Triad Wealth Partners
Kansas
$684K -$294K -11,131 -30%
JMBA
503
J. M. Brown & Associates
Oklahoma
$684K +$681K +25,796 New
GC
504
GatePass Capital
Ohio
$676K +$673K +25,503 New
WJS
505
William John Sempolinski
Massachusetts
$676K -$293K -11,100 -30%
MWM
506
Maimon Wealth Management
Israel
$660K +$68.7K +2,600 +12%
TCM
507
TD Capital Management
Tennessee
$657K +$58.8K +2,227 +10%
GFA
508
Gallagher Fiduciary Advisors
Illinois
$655K +$90.2K +3,415 +16%
SQA
509
Simon Quick Advisors
New Jersey
$654K +$9.08K +344 +1%
LFAS
510
Level Four Advisory Services
Texas
$652K +$220K +8,328 +51%
CL
511
Choreo LLC
Illinois
$647K – – –
MCA
512
MSH Capital Advisors
Arizona
$646K -$14.3K -541 -2%
SG
513
StoneX Group
New York
$644K +$121K +4,584 +23%
AOWM
514
Asset One Wealth Management
Washington
$630K +$275K +10,417 +77%
CCWA
515
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$630K +$627K +23,752 New
WAG
516
Winthrop Advisory Group
Massachusetts
$624K +$329K +12,461 +113%
SF
517
Symphony Financial
Texas
$624K +$119K +4,504 +24%
PAM
518
Peak Asset Management
Colorado
$617K +$35.9K +1,359 +6%
SOS
519
Silver Oak Securities
Tennessee
$615K -$4.09K -155 -0.7%
BCA
520
Bay Colony Advisors
Massachusetts
$609K -$66.5K -2,518 -10%
AFO
521
Arrowroot Family Office
California
$607K -$134K -5,090 -18%
MAG
522
Meadowbrook Advisors Group
New Jersey
$606K +$603K +22,845 New
CAM
523
Clarity Asset Management
Iowa
$605K -$45.3K -1,717 -7%
DI
524
Decision Investments
California
$600K -$9.77K -370 -2%
LFWA
525
LiftPoint Family Wealth Advisors
New Jersey
$599K +$25.8K +979 +5%
19 20
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