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PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
126
Daymark Wealth Partners
Ohio
$7.52M +$1.31M +50,205 +22%
EWA
127
EverSource Wealth Advisors
Alabama
$7.45M +$2.96M +113,402 +68%
LA
128
LVW Advisors
New York
$7.16M +$326K +12,487 +5%
MW
129
MBL Wealth
North Carolina
$6.99M +$6.87M +263,335 New
QWM
130
Quadcap Wealth Management
Texas
$6.95M +$373K +14,297 +6%
GCWM
131
Guided Capital Wealth Management
Texas
$6.91M -$236K -9,030 -3%
GWM
132
GSB Wealth Management
Connecticut
$6.9M +$1.8M +68,857 +36%
BOC
133
Blue Oak Capital
California
$6.83M +$1.07M +40,989 +19%
Renaissance Technologies
134
Renaissance Technologies
New York
$6.66M -$15.1M -579,088 -70%
AI
135
Atria Investments
North Carolina
$6.54M +$264K +10,127 +4%
AWM
136
Avondale Wealth Management
Texas
$6.47M +$6.36M +243,792 New
MWM
137
Mission Wealth Management
California
$6.38M +$706K +27,069 +13%
ECM
138
Evergreen Capital Management
Washington
$6.34M +$2.26M +86,569 +57%
IWM
139
IHT Wealth Management
Illinois
$6.31M +$2.26M +86,483 +57%
CA
140
Clearstead Advisors
Ohio
$6.24M +$406K +15,563 +7%
OCFG
141
O'Connor Financial Group
Illinois
$6.2M +$6.13M +234,849 New
GWP
142
Gateway Wealth Partners
Wisconsin
$6M +$224K +8,572 +4%
PFG
143
PAX Financial Group
Texas
$5.96M -$1.48M -56,894 -20%
CSP
144
Cary Street Partners
Virginia
$5.95M +$1.03M +39,548 +21%
BCG
145
Breakwater Capital Group
New Jersey
$5.8M +$1.27M +48,842 +29%
CL
146
CLG LLC
California
$5.79M +$1.21M +46,194 +27%
JWWM
147
Johnson & White Wealth Management
Pennsylvania
$5.71M +$2.93M +112,511 +110%
RWPA
148
Richard W. Paul & Associates
Michigan
$5.67M +$126K +4,815 +2%
Jones Financial Companies
149
Jones Financial Companies
Missouri
$5.67M +$2.58M +98,905 +86%
CAM
150
Clarity Asset Management
Iowa
$5.63M -$2.52M -96,553 -31%