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PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
GSB Wealth Management
Connecticut
$12.3M +$2.36M +88,457 +23%
LSPW
152
Lake Street Private Wealth
Illinois
$12.3M +$1.36M +51,061 +12%
AO
153
Advisor OS
Illinois
$12.3M +$1.42M +53,254 +13%
MA
154
MJP Associates
Connecticut
$12.3M +$1.44M +53,862 +13%
EFL
155
ERn Financial LLC
Wisconsin
$12.2M +$730K +27,402 +6%
MW
156
Mueller Wealth
Wisconsin
$12.1M +$706K +26,491 +6%
WAG
157
Wilkerson Advisory Group
Missouri
$12.1M +$778K +29,204 +7%
PWS
158
Precision Wealth Strategies
Missouri
$11.9M +$810K +30,385 +7%
SWA
159
Stratos Wealth Advisors
Ohio
$11.6M +$1.93M +72,578 +20%
LI
160
LHM Inc
Utah
$11.5M -$448K -16,800 -4%
Cerity Partners
161
Cerity Partners
New York
$11.4M +$11.6M +433,822 New
BCG
162
Breakwater Capital Group
New Jersey
$11.2M +$750K +28,129 +7%
EH
163
Equitable Holdings
New York
$11M +$4.85M +181,919 +79%
PPW
164
Pasadena Private Wealth
California
$11M -$5.09M -191,042 -31%
AWM
165
Avondale Wealth Management
Texas
$10.9M +$771K +28,907 +7%
OCA
166
Optimus Capital Advisors
Texas
$10.9M +$592K +22,227 +6%
JWWM
167
Johnson & White Wealth Management
Pennsylvania
$10.9M +$1.9M +71,376 +21%
SWM
168
Selby Wealth Management
California
$10.5M +$193K +7,253 +2%
HNH
169
Hopwood Nicholas Hunter
$10.4M +$1.86M +69,943 +21%
HW
170
Hancock Whitney
Mississippi
$10.3M -$175K -6,566 -2%
WAS
171
WESPAC Advisors SoCal
California
$10.1M +$1.36M +50,957 +15%
WF
172
Wayfinding Financial
Washington
$9.99M +$1.4M +52,592 +16%
TI
173
Tidal Investments
Wisconsin
$9.77M -$7.61M -285,622 -43%
FA
174
Fiduciary Alliance
South Carolina
$9.71M +$2.5M +93,788 +34%
AWM
175
Avaii Wealth Management
Wisconsin
$9.69M +$284K +10,658 +3%