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PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFA
501
Gallagher Fiduciary Advisors
Illinois
$558K +$66.2K +2,485 +13%
National Bank of Canada
502
National Bank of Canada
Quebec, Canada
$555K +$266K +9,982 +89%
SHF
503
Stage Harbor Financial
Massachusetts
$553K – – –
FIA
504
Foundations Investment Advisors
Arizona
$543K +$140K +5,257 +34%
SC
505
Summa Corp
Texas
$524K +$187K +7,000 +54%
AC
506
AWM Capital
Arizona
$524K +$533K +20,000 New
SIM
507
Studio Investment Management
Illinois
$522K +$111K +4,171 +27%
SG
508
StoneX Group
New York
$512K -$120K -4,487 -19%
VT
509
Vise Technologies
New York
$511K – – –
CL
510
CVFG LLC
Indiana
$511K +$520K +19,500 New
IWN
511
Independent Wealth Network
Iowa
$508K +$517K +19,394 New
Creative Planning
512
Creative Planning
Kansas
$506K +$312K +11,702 +154%
SF
513
Symphony Financial
Texas
$496K +$26.9K +1,011 +6%
TSMHT
514
Thurston Springer Miller Herd & Titak
Indiana
$495K +$84.3K +3,163 +20%
NHC
515
Nicholas Hoffman & Company
Georgia
$490K +$499K +18,712 New
SIS
516
Sound Income Strategies
Florida
$490K +$428K +16,056 +603%
CCFM
517
Clear Creek Financial Management
Washington
$478K +$200K +7,501 +70%
ACP
518
Argyle Capital Partners
California
$472K +$480K +18,016 New
OWA
519
OakTrust Wealth Advisors
Connecticut
$469K +$121K +4,529 +34%
AA
520
Armis Advisers
Georgia
$463K +$469K +17,592 New
DPI
521
Diversified Portfolios Inc
Michigan
$457K -$2.09M -78,345 -82%
AWA
522
Authentikos Wealth Advisory
California
$451K +$12.1K +455 +3%
FF
523
Fortitude Financial
Washington
$433K +$45.9K +1,722 +12%
BPFA
524
Barnes Pettey Financial Advisors
Mississippi
$432K +$439K +16,485 New
PJSIMP
525
P.J. Schmidt Investment Management (PJS)
Wisconsin
$427K -$88.7K -3,326 -17%