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PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
P
201
&Partners
Tennessee
$7.66M +$1.99M +74,524 +34%
RWPA
202
Richard W. Paul & Associates
Michigan
$7.58M +$309K +11,607 +4%
PMWMG
203
Parr McKnight Wealth Management Group
Minnesota
$7.57M +$1.05M +39,574 +16%
SFS
204
Security Financial Services
Indiana
$7.49M +$410K +15,391 +6%
NG
205
Novem Group
New York
$7.45M -$19.3M -725,893 -72%
AWA
206
Arkadios Wealth Advisors
Georgia
$7.39M +$6.8M +255,148 +942%
Truist Financial
207
Truist Financial
North Carolina
$7.35M +$1.16M +43,385 +18%
SWA
208
Strata Wealth Advisors
Texas
$7.19M +$1.62M +60,922 +29%
VA
209
VestGen Advisors
Illinois
$7.13M +$2.01M +75,483 +39%
LWMNY
210
Landmark Wealth Management (New York)
New York
$7.1M +$1.56M +58,367 +27%
RWA
211
Redhawk Wealth Advisors
Minnesota
$7.09M +$6.61M +248,027 +1,100%
CA
212
Clearstead Advisors
Ohio
$7.03M +$398K +14,945 +6%
CBA
213
Coastal Bridge Advisors
Connecticut
$6.95M +$596K +22,364 +9%
LWA
214
LifeGoal Wealth Advisors
New York
$6.93M +$992K +37,226 +16%
ODFS
215
O'Donnell Financial Services
California
$6.9M +$553K +20,731 +9%
AWA
216
Argo Wealth Advisory
Virginia
$6.84M +$370K +13,891 +6%
WWMP
217
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$6.83M +$4.86M +182,219 +232%
WPIC
218
White Pine Investment Company
Michigan
$6.75M +$6.87M +257,690 New
ATWA
219
Arbor Trust Wealth Advisors
Michigan
$6.74M +$862K +32,342 +14%
AAG
220
Asset Advisory Group
New Jersey
$6.66M +$1.15M +43,192 +20%
OCFG
221
O'Connor Financial Group
Illinois
$6.59M +$7.54K +283 +0.1%
JMNC
222
J. Mark Nickell & Co
Tennessee
$6.55M +$438K +16,430 +7%
CWM
223
CarsonAllaria Wealth Management
Illinois
$6.44M +$145K +5,433 +2%
JP Morgan Chase
224
JP Morgan Chase
New York
$6.35M +$1.4M +52,684 +28%
S
225
SharpePoint
Arizona
$6.33M +$446K +16,730 +7%