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SPLS

PIMCO US Stocks PLUS Active Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WI
1
WJ Interests
Texas
$6.3M +$6.08M +116,032 New
AWM
2
AE Wealth Management
Kansas
$5.02M -$60.4K -1,151 -1%
Citadel Advisors
3
Citadel Advisors
Florida
$3.49M -$19.9M -378,606 -85%
DIM
4
Delta Investment Management
California
$1.83M -$102K -1,947 -5%
LAS
5
Lloyd Advisory Services
Georgia
$1.56M +$1.42M +27,044 +1,590%
MAWAG
6
Mid-American Wealth Advisory Group
Missouri
$623K +$602K +11,476 New
BOSSRA
7
B.O.S.S. Retirement Advisors
Utah
$500K -$19.2K -366 -4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$494K +$477K +9,094 New
HBS
9
Howard Bailey Securities
Indiana
$470K -$14.4K -275 -3%
MML Investors Services
10
MML Investors Services
Massachusetts
$402K +$389K +7,414 New
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$254K +$244K +4,650 New
GLR
12
Great Lakes Retirement
Ohio
$249K -$19.9K -380 -8%
ECA
13
Elevated Capital Advisors
Utah
$238K +$230K +4,382 New
IWMO
14
Integrated Wealth Management (Ohio)
Ohio
$220K +$213K +4,061 New
TAP
15
Tounjian Advisory Partners
Florida
$170K +$164K +3,123 New
UBS Group
16
UBS Group
Switzerland
$92K -$40K -762 -31%
KFG
17
Kingdom Financial Group
Arizona
$85.1K -$6.97K -133 -8%
MFS
18
Montgomery Financial Services
Maryland
$59.1K +$57.1K +1,089 New
IA
19
IFG Advisory
Georgia
$46.4K +$44.8K +855 New
NA
20
Networth Advisors
Pennsylvania
$19.6K -$52 -1 -0.3%
Q1WB
21
Quest 10 Wealth Builders
Virginia
$6.46K -$16K -305 -72%
DRP
22
Decker Retirement Planning
Utah
$4.67K +$4.51K +86 New
Allianz Asset Management
23
Allianz Asset Management
Germany
$4.13K +$3.98K +76 New
CA
24
CoreCap Advisors
Michigan
$1.57K +$1.52K +29 New
PFBT
25
Parkside Financial Bank & Trust
Missouri
$1.02K +$996 +19 New