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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 – – –
Morgan Stanley
2
Morgan Stanley
New York
$66.7M +$5.85M +55,275 +10%
Wells Fargo
3
Wells Fargo
California
$64.4M +$18.4M +174,230 +41%
Bank of America
4
Bank of America
North Carolina
$62.7M +$2.25M +21,217 +4%
KFA
5
Kays Financial Advisory
Georgia
$55.5M +$1.59M +14,986 +3%
BCI
6
Brinker Capital Investments
Pennsylvania
$42.4M +$8.34M +78,736 +25%
JP Morgan Chase
7
JP Morgan Chase
New York
$37.7M +$1.95M +18,375 +6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$37.2M +$3.36M +31,754 +10%
RMC
9
Regis Management Company
California
$31.6M -$297K -2,801 -0.9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$31.3M +$1.54M +14,543 +5%
UBS Group
11
UBS Group
Switzerland
$25.7M +$585K +5,530 +2%
LPL Financial
12
LPL Financial
California
$25M +$3.01M +28,426 +14%
MMA
13
Miracle Mile Advisors
California
$20.4M +$1.37M +12,944 +7%
RJA
14
Raymond James & Associates
Florida
$20M +$1.79M +16,935 +10%
CWM
15
Cornerstone Wealth Management
Missouri
$19.9M +$323K +3,054 +2%
FIG
16
FundX Investment Group
California
$19.2M +$730K +6,896 +4%
SC
17
Scotia Capital
Ontario, Canada
$18.3M +$7.22M +68,164 +67%
FFG
18
Frisch Financial Group
New York
$18M -$87.7K -828 -0.5%
Stifel Financial
19
Stifel Financial
Missouri
$16.7M +$1.55M +14,598 +10%
VC
20
Vicus Capital
Pennsylvania
$14.3M +$901K +8,514 +7%
EGWAG
21
Elwood & Goetz Wealth Advisory Group
Georgia
$14.3M +$636K +6,006 +5%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$13.9M +$13.4M +126,264 +4,374%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$13.1M -$370K -3,494 -3%
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$12.8M -$1.11M -10,500 -8%
FFA
25
Fragasso Financial Advisors
Pennsylvania
$12.3M +$566K +5,344 +5%
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