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PIMCO Active Bond Exchange-Traded Fund
BOND

Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$87M -$133K -1,225 -0.2%
Morgan Stanley
2
Morgan Stanley
New York
$86.9M +$15.3M +140,888 +21%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$86.6M – – –
BCI
4
Brinker Capital Investments
Pennsylvania
$77.7M +$35.6M +329,225 +84%
KFA
5
Kays Financial Advisory
Georgia
$58.9M +$2.3M +21,209 +4%
Bank of America
6
Bank of America
North Carolina
$58.3M -$8.49M -78,395 -13%
JP Morgan Chase
7
JP Morgan Chase
New York
$53.9M +$8.23M +76,016 +18%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$46.4M +$4.76M +43,967 +11%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$36.6M +$1.18M +10,875 +3%
LPL Financial
10
LPL Financial
California
$36.1M +$4.5M +41,608 +14%
UBS Group
11
UBS Group
Switzerland
$32.9M +$314K +2,902 +1%
Stifel Financial
12
Stifel Financial
Missouri
$29.3M +$2.68M +24,748 +10%
RMC
13
Regis Management Company
California
$29.3M -$30.4K -281 -0.1%
WP
14
WealthPLAN Partners
Nebraska
$26.9M +$26.6M +245,556 New
RJA
15
Raymond James & Associates
Florida
$26.7M +$1.33M +12,284 +5%
JWBC
16
John W. Brooker & Co
California
$23.9M +$24M +221,334 New
SC
17
Scotia Capital
Ontario, Canada
$22.1M +$2.29M +21,157 +12%
MMA
18
Miracle Mile Advisors
California
$21.2M +$764K +7,055 +4%
FFG
19
Frisch Financial Group
New York
$20.2M +$1.15M +10,623 +6%
CWM
20
Cornerstone Wealth Management
Missouri
$19.6M -$559K -5,162 -3%
FIG
21
FundX Investment Group
California
$18.5M -$814K -7,519 -4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$17.4M +$6.53M +60,309 +60%
PIN
23
Prudent Investors Network
California
$16.9M +$17M +156,587 New
EGWAG
24
Elwood & Goetz Wealth Advisory Group
Georgia
$16.5M +$916K +8,465 +6%
AG
25
Advisor Group
Arizona
$15.9M +$1.98M +18,328 +14%
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