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PIMCO Active Bond Exchange-Traded Fund
BOND

Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$86.6M +$69.8M +671,825 +617%
Morgan Stanley
2
Morgan Stanley
New York
$59.7M +$8.48M +81,658 +17%
Bank of America
3
Bank of America
North Carolina
$59.4M +$15.3M +147,566 +36%
KFA
4
Kays Financial Advisory
Georgia
$53M +$21.9M +210,895 +72%
Wells Fargo
5
Wells Fargo
California
$44.8M +$2.65M +25,502 +6%
JP Morgan Chase
6
JP Morgan Chase
New York
$35.1M -$425K -4,090 -1%
BCI
7
Brinker Capital Investments
Pennsylvania
$33.3M +$3.74M +36,036 +13%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$33.2M +$5.41M +52,071 +20%
RMC
9
Regis Management Company
California
$31.4M +$3.06M +29,443 +11%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$29.2M -$4.29M -41,353 -13%
UBS Group
11
UBS Group
Switzerland
$24.6M +$1.79M +17,274 +8%
CWM
12
Cornerstone Wealth Management
Missouri
$24.4M -$30.1K -290 -0.2%
LPL Financial
13
LPL Financial
California
$21.5M +$4.46M +42,901 +27%
MMA
14
Miracle Mile Advisors
California
$18.7M +$481K +4,633 +3%
FIG
15
FundX Investment Group
California
$18.2M +$17.9M +172,164 New
RJA
16
Raymond James & Associates
Florida
$17.8M +$13.1M +125,771 +291%
FFG
17
Frisch Financial Group
New York
$17.8M +$7.07M +68,115 +68%
Stifel Financial
18
Stifel Financial
Missouri
$14.9M +$2.64M +25,394 +22%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$13.7M -$31.6K -304 -0.2%
EGWAG
20
Elwood & Goetz Wealth Advisory Group
Georgia
$13.4M +$1M +9,669 +8%
VC
21
Vicus Capital
Pennsylvania
$13.4M +$139K +1,343 +1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$13.2M +$1.85M +17,827 +17%
BFG
23
Bouchey Financial Group
New York
$13.1M +$1.22M +11,740 +10%
FFA
24
Fragasso Financial Advisors
Pennsylvania
$11.6M +$1.28M +12,280 +13%
SC
25
Scotia Capital
Ontario, Canada
$10.7M +$1.49M +14,311 +16%
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