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PIMCO Senior Loan Active Exchange-Traded Fund
LONZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
IFG Advisory
51
IFG Advisory
Georgia
USD 146 k +USD 146 k +2,964 Nuevas
EWM
52
Evolution Wealth Management
Florida
USD 144 k -USD 30.1 k -610 -17%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
USD 143 k – – –
Osaic Holdings
54
Osaic Holdings
Arizona
USD 113 k +USD 8.7 k +176 +8%
Beacon Capital Management Inc (Ohio)
55
Beacon Capital Management Inc (Ohio)
Ohio
USD 87.9 k +USD 10.6 k +214 +14%
LAS
56
Lloyd Advisory Services
Georgia
USD 82.3 k +USD 82.5 k +1,669 Nuevas
Private Trust Company
57
Private Trust Company
Ohio
USD 78.9 k +USD 79.1 k +1,600 Nuevas
TD Waterhouse Canada
58
TD Waterhouse Canada
Ontario, Canada
USD 49 k – – –
Arax Advisory Partners
59
Arax Advisory Partners
Colorado
USD 25.2 k +USD 25.3 k +511 Nuevas
Ameritas Advisory Services
60
Ameritas Advisory Services
Nebraska
USD 23.5 k +USD 23.6 k +477 Nuevas
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
USD 10.3 k – – –
Farther Finance Advisors
62
Farther Finance Advisors
California
USD 10.3 k +USD 10.3 k +208 Nuevas
CX Institutional
63
CX Institutional
Indiana
USD 8 k +USD 8.25 k +167 Nuevas
TAP
64
Tounjian Advisory Partners
Florida
USD 7.36 k +USD 7.36 k +149 Nuevas
NA
65
Networth Advisors
Pennsylvania
USD 5.57 k +USD 1.14 k +23 +26%
SEP
66
Signature Equity Partners
Ohio
USD 5.21 k +USD 148 +3 +3%
Creative Financial Designs
67
Creative Financial Designs
Indiana
USD 4.98 k +USD 4.99 k +101 Nuevas
Morgan Stanley
68
Morgan Stanley
New York
USD 3.59 k -USD 692 -14 -16%
ECA
69
Elevated Capital Advisors
Utah
USD 2.29 k -USD 988 -20 -30%
GWM
70
Gilpin Wealth Management
Colorado
USD 987 – – –
MFS
71
Montgomery Financial Services
Maryland
USD 690 +USD 692 +14 Nuevas
EverSource Wealth Advisors
72
EverSource Wealth Advisors
Alabama
USD 493 – – –
Goldman Sachs
73
Goldman Sachs
New York
– -USD 16.6 M -336,244 Cerradas
Independent Advisor Alliance
74
Independent Advisor Alliance
North Carolina
– -USD 9.8 M -197,473 Cerradas
Elequin Capital
75
Elequin Capital
New York
– -USD 3.14 M -75,760 Cerradas
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