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PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAV
76
Mason & Associates (Virginia)
Virginia
$21.4M
SWM
77
Schwallier Wealth Management
Michigan
$21M +$1.24M +46,491 +6%
FHC
78
First Heartland Consultants
Missouri
$19.9M +$737K +27,720 +4%
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$19.6M +$16.8M +632,089 +643%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$19.4M +$9.39M +353,455 +95%
MWM
81
MinichMacGregor Wealth Management
New York
$19.3M +$47.5K +1,787 +0.2%
CCMI
82
Creative Capital Management Investments
California
$19.3M +$1.75M +65,921 +10%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$19M +$2.72M +102,219 +17%
LFA
84
Legacy Financial Advisors
Kentucky
$19M +$3.83M +144,244 +26%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$18.8M +$18.6M +701,141 New
Renaissance Technologies
86
Renaissance Technologies
New York
$18M +$11.2M +420,201 +167%
LA
87
LexAurum Advisors
Kansas
$17.5M +$2.92M +109,858 +20%
ACG
88
Allen Capital Group
Nebraska
$17.4M +$1.34M +50,377 +8%
DC
89
Dahring Cusmano
Michigan
$17.3M +$870K +32,738 +5%
PWM
90
Pinnacle Wealth Management
California
$17.3M +$1.69M +63,584 +11%
FAT
91
First American Trust
California
$16.9M +$4.35M +163,738 +35%
EFS
92
Essex Financial Services
Connecticut
$16.8M +$3.45M +130,006 +26%
GPWA
93
Great Point Wealth Advisors
Massachusetts
$16.8M +$16.6M +626,139 New
FWM
94
Fortress Wealth Management
California
$16.3M -$226K -8,517 -1%
LI
95
LHM Inc
Utah
$16.2M +$133K +5,000 +0.8%
BWG
96
Beta Wealth Group
California
$15.9M -$10.7M -404,206 -40%
SFS
97
Symphony Financial Services
Ohio
$15.8M +$1.14M +42,732 +8%
PPW
98
Pasadena Private Wealth
California
$15.8M +$15.2M +570,474 +3,028%
HKIMG
99
Hutchens & Kramer Investment Management Group
Indiana
$15.6M +$4.93M +185,692 +47%
CWM
100
Castle Wealth Management
Florida
$15.2M +$692K +26,047 +5%