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PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOC
126
Blue Oak Capital
California
$5.7M +$2.01M +76,634 +55%
MWM
127
Mission Wealth Management
California
$5.62M +$3.11M +118,664 +125%
DC
128
Davenport & Co
Virginia
$5.6M +$3.5M +133,652 +170%
RWPA
129
Richard W. Paul & Associates
Michigan
$5.5M +$5.46M +208,780 New
ECA
130
Elevated Capital Advisors
Utah
$5.46M -$1.57M -59,959 -22%
ST
131
Sabal Trust
Florida
$5.42M +$4.54M +173,600 +541%
BAG
132
Bridgewealth Advisory Group
California
$5.33M -$15.1M -578,452 -74%
SWA
133
Strata Wealth Advisors
Texas
$5.14M -$834K -31,862 -14%
GWM
134
GSB Wealth Management
Connecticut
$5.04M +$3.6M +137,416 +256%
CWM
135
CarsonAllaria Wealth Management
Illinois
$4.94M +$349K +13,317 +8%
CSP
136
Cary Street Partners
Virginia
$4.86M +$2.37M +90,440 +96%
HW
137
Hedeker Wealth
Illinois
$4.81M +$72.6K +2,775 +2%
PA
138
Parallel Advisors
California
$4.8M +$609K +23,265 +15%
AAS
139
Ameritas Advisory Services
Nebraska
$4.68M +$2.59M +99,068 +126%
LCGC
140
Legacy Capital Group California
California
$4.67M +$1.28M +49,090 +38%
SCM
141
SOL Capital Management
Maryland
$4.6M +$1.08M +41,316 +31%
RRWA
142
Rainey & Randall Wealth Advisors
Florida
$4.54M +$2.87M +109,834 +176%
CL
143
CLG LLC
California
$4.53M +$1.04M +39,665 +30%
CBA
144
Coastal Bridge Advisors
Connecticut
$4.48M +$4.45M +169,830 New
BCG
145
Breakwater Capital Group
New Jersey
$4.47M +$2.28M +87,134 +105%
EWA
146
EverSource Wealth Advisors
Alabama
$4.41M +$2.32M +88,731 +113%
ATWA
147
Arbor Trust Wealth Advisors
Michigan
$4.39M +$1.98M +75,483 +83%
VA
148
VestGen Advisors
Illinois
$4.21M +$4.18M +159,867 New
FA
149
Fiduciary Alliance
South Carolina
$4.1M +$326K +12,446 +9%
LSPW
150
Lake Street Private Wealth
Illinois
$4.05M +$674K +25,750 +20%