We are live on ! Find out more
PYLD icon

PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWB
76
RMR Wealth Builders
New Jersey
$624K +$184K +7,217 +42%
SHF
77
Stage Harbor Financial
Massachusetts
$623K -$16.6K -649 -3%
FIM
78
Freedom Investment Management
Connecticut
$616K +$611K +23,921 New
Mariner
79
Mariner
Kansas
$593K +$588K +23,001 New
NCM
80
Northwest Capital Management
Oregon
$533K
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$533K
EFL
82
ERn Financial LLC
Wisconsin
$525K +$94K +3,677 +22%
QWP
83
Quotient Wealth Partners
Texas
$520K +$516K +20,191 New
SFC
84
Swisher Financial Concepts
Ohio
$457K +$50.3K +1,966 +12%
ECA
85
Elevated Capital Advisors
Utah
$450K +$446K +17,457 New
PPW
86
Pasadena Private Wealth
California
$408K +$58.1K +2,273 +17%
PWM
87
Pinnacle Wealth Management
California
$405K +$146K +5,720 +57%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$402K +$399K +15,624 New
RA
89
Ruggaard & Associates
Ohio
$380K +$377K +14,746 New
Citadel Advisors
90
Citadel Advisors
Florida
$362K +$359K +14,040 New
RA
91
RFG Advisory
Alabama
$356K +$5.98K +234 +2%
BCA
92
Bay Colony Advisors
Massachusetts
$345K +$106K +4,144 +45%
HIC
93
Hartline Investment Corp
Illinois
$345K +$343K +13,403 New
USCWA
94
U.S. Capital Wealth Advisors
Texas
$327K -$86.9K -3,400 -21%
MWM
95
MinichMacGregor Wealth Management
New York
$321K +$321K +12,572 New
PJSIMP
96
P.J. Schmidt Investment Management (PJS)
Wisconsin
$314K +$312K +12,196 New
WKWM
97
Walter & Keenan Wealth Management
Indiana
$284K +$282K +11,027 New
Bank of New York Mellon
98
Bank of New York Mellon
New York
$247K +$246K +9,607 New
ASN
99
Advisory Services Network
Georgia
$243K +$241K +9,444 New
SFC
100
Sprinkle Financial Consultants
Colorado
$231K +$229K +8,971 New