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PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
MinichMacGregor Wealth Management
New York
$18.9M +$4.15M +158,377 +28%
FHC
52
First Heartland Consultants
Missouri
$17.6M +$9.27M +354,161 +113%
AIM
53
Astor Investment Management
Illinois
$16.3M +$4.77M +182,424 +42%
CCMI
54
Creative Capital Management Investments
California
$16.3M +$16.2M +619,031 New
CA
55
Continuum Advisory
Idaho
$16.2M +$16M +613,198 +103,406%
PWM
56
Pinnacle Wealth Management
California
$15.9M +$15.5M +590,616 +4,192%
FF
57
Financial Futures
New Jersey
$15.9M +$671K +25,640 +4%
MAV
58
Mason & Associates (Virginia)
Virginia
$15.6M +$15.5M +592,347 New
AWS
59
Atria Wealth Solutions
New York
$15.6M +$9.87M +377,238 +177%
BIP
60
Blue Investment Partners
California
$15.5M +$6.15M +235,003 +66%
DC
61
Dahring Cusmano
Michigan
$15.5M +$3.79M +144,724 +33%
FWM
62
Fortress Wealth Management
California
$15.3M -$64.9K -2,481 -0.4%
WWM
63
Waterway Wealth Management
Texas
$15.2M +$8.12M +310,164 +117%
LFA
64
Legacy Financial Advisors
Kentucky
$14.5M +$1.79M +68,504 +14%
SFS
65
Symphony Financial Services
Ohio
$14.5M +$8.73M +333,665 +155%
SWM
66
Schwallier Wealth Management
Michigan
$14.3M +$14.2M +542,418 New
CW
67
CreativeOne Wealth
Kansas
$14.1M +$534K +20,384 +4%
ACG
68
Allen Capital Group
Nebraska
$13.8M +$1.35M +51,389 +11%
Stifel Financial
69
Stifel Financial
Missouri
$13.7M +$11.3M +433,143 +493%
KLI
70
Kelman-Lazarov Inc
Tennessee
$13.6M -$8.44M -322,332 -38%
CWM
71
Castle Wealth Management
Florida
$13.5M +$670K +25,590 +5%
SA
72
Sanctuary Advisors
Indiana
$13.4M +$13M +497,544 +3,909%
IF
73
Intrua Financial
Texas
$13.3M +$1.57M +59,861 +13%
TI
74
Tidal Investments
Wisconsin
$12.8M +$12.7M +486,843 New
BFS
75
Bare Financial Services
Pennsylvania
$12.2M +$735K +28,076 +6%