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PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
76
Pinnacle Wealth Management
California
$15.4M -$590K -22,631 -4%
CW
77
CreativeOne Wealth
Kansas
$15.2M +$962K +36,872 +7%
Envestnet Portfolio Solutions
78
Envestnet Portfolio Solutions
Illinois
$15.1M +$7.66M +293,793 +107%
SA
79
Sanctuary Advisors
Indiana
$15M +$1.45M +55,450 +11%
LFA
80
Legacy Financial Advisors
Kentucky
$15M +$335K +12,860 +2%
SFS
81
Symphony Financial Services
Ohio
$14.5M -$58.5K -2,243 -0.4%
LA
82
LexAurum Advisors
Kansas
$14.4M +$13.7M +525,643 +2,988%
CWM
83
Castle Wealth Management
Florida
$14.4M +$785K +30,078 +6%
FF
84
Financial Futures
New Jersey
$13.9M -$2.09M -80,028 -13%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$13.6M +$7.06M +270,485 +111%
EFS
86
Essex Financial Services
Connecticut
$13.2M +$3.01M +115,504 +30%
CFD
87
Creative Financial Designs
Indiana
$13.2M +$13M +496,783 New
BFS
88
Bare Financial Services
Pennsylvania
$12.7M +$368K +14,123 +3%
KLI
89
Kelman-Lazarov Inc
Tennessee
$12.5M -$1.17M -44,663 -9%
AFG
90
ABLE Financial Group
Arizona
$12.5M +$567K +21,743 +5%
FAT
91
First American Trust
California
$12.4M +$5M +191,827 +70%
EWA
92
EQ Wealth Advisors
Texas
$11.7M +$4.74M +181,743 +70%
FFA
93
Farther Finance Advisors
California
$11.6M +$7.67M +293,875 +203%
VFG
94
Victory Financial Group
Texas
$11.3M +$198K +7,578 +2%
RWM
95
Riverchase Wealth Management
Texas
$10.8M +$1.36M +51,954 +15%
EFS
96
Econ Financial Services
Pennsylvania
$10.7M +$1.09M +41,663 +12%
VC
97
Vicus Capital
Pennsylvania
$10.6M +$8.45M +323,820 +427%
HKIMG
98
Hutchens & Kramer Investment Management Group
Indiana
$10.4M +$3.68M +141,202 +56%
BWM
99
Base Wealth Management
Florida
$10.2M +$1.27M +48,660 +15%
LFG
100
Larson Financial Group
Missouri
$10.2M +$7.82M +299,813 +357%