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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
$200M +$87.2M +969,487 +78%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$107M -$1.39M -15,396 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$102M -$18.6M -206,278 -15%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$72.9M -$3.5M -38,933 -5%
BCI
5
Brinker Capital Investments
Pennsylvania
$66.1M +$14.2M +158,326 +28%
Bank of America
6
Bank of America
North Carolina
$61.7M +$15M +166,508 +32%
Wells Fargo
7
Wells Fargo
California
$52.8M -$5.86M -65,176 -10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$52.5M -$665K -7,396 -1%
Corient Private Wealth
9
Corient Private Wealth
Florida
$45.7M +$45.3M +504,063 New
EP
10
Essential Planning
New Hampshire
$36.1M +$35.1M +390,398 +3,108%
YAL
11
Your Advocates Ltd
Texas
$34.7M -$3.99M -44,396 -10%
SC
12
Scotia Capital
Ontario, Canada
$33.4M -$668K -7,423 -2%
FFA
13
Fragasso Financial Advisors
Pennsylvania
$31.4M +$11.4M +126,208 +57%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$30.3M +$77.7K +864 +0.3%
UBS Group
15
UBS Group
Switzerland
$30M +$3.95M +43,870 +15%
LPL Financial
16
LPL Financial
California
$29.2M -$648K -7,207 -2%
GM
17
GeoWealth Management
Illinois
$28.4M +$1.37M +15,192 +5%
KW
18
KWB Wealth
California
$27.8M +$27.6M +306,875 New
FAM
19
Flaharty Asset Management
Florida
$26.1M -$423K -4,701 -2%
FS
20
Ferguson Shapiro
Georgia
$25.3M +$25.1M +279,503 New
RA
21
RFG Advisory
Alabama
$22.5M +$8.11M +90,092 +60%
Osaic Holdings
22
Osaic Holdings
Arizona
$22.5M -$2.22M -24,634 -9%
HCM
23
Hudson Capital Management
New Jersey
$22.2M +$1.39M +15,445 +7%
FMWA
24
Forvis Mazars Wealth Advisors
Missouri
$21.1M +$3.36M +37,312 +19%
OIA
25
OneDigital Investment Advisors
Kansas
$20.8M +$15.3M +169,515 +282%
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