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PIMCO Active Bond Exchange-Traded Fund
BOND

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$172M +$41.9M +381,561 +32%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$161M -$6.82M -62,140 -4%
Wells Fargo
3
Wells Fargo
California
$116M +$2.17M +19,731 +2%
JP Morgan Chase
4
JP Morgan Chase
New York
$106M +$12.5M +114,159 +13%
HHGA
5
Halbert Hargrove Global Advisors
California
$102M +$89.7M +817,190 +710%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$95.5M +$5.34M +48,640 +6%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$93M -$741K -6,751 -0.8%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$79.4M +$79.7M +725,434 New
UBS Group
9
UBS Group
Switzerland
$70.1M +$5.54M +50,476 +9%
BCI
10
Brinker Capital Investments
Pennsylvania
$69.2M +$11.3M +103,063 +19%
Bank of America
11
Bank of America
North Carolina
$67M -$811K -7,386 -1%
LPL Financial
12
LPL Financial
California
$51.6M -$6.8M -61,958 -12%
FWM
13
Focused Wealth Management
New York
$48.7M +$48.8M +444,603 +435,885%
RJA
14
Raymond James & Associates
Florida
$44.7M -$5.95M -54,206 -12%
YAL
15
Your Advocates Ltd
Texas
$42.4M +$5.68M +51,742 +15%
Osaic Holdings
16
Osaic Holdings
Arizona
$41.2M -$5.08M -46,238 -11%
CPWMP
17
Cardinal Point Wealth Management Partners
California
$38.8M +$38.9M +354,231 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$37.9M +$3.84M +34,964 +11%
SC
19
Scotia Capital
Ontario, Canada
$35.7M +$3.71M +33,746 +12%
Stifel Financial
20
Stifel Financial
Missouri
$30.4M -$510K -4,642 -2%
WP
21
WealthPLAN Partners
Nebraska
$29.2M +$83.1K +757 +0.3%
EGWAG
22
Elwood & Goetz Wealth Advisory Group
Georgia
$26.7M +$2.77M +25,247 +12%
HighTower Advisors
23
HighTower Advisors
Illinois
$26.6M +$939K +8,555 +4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$24.9M -$2.61M -23,772 -9%
GM
25
GeoWealth Management
Illinois
$24.8M +$393K +3,578 +2%
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