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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
$155M -$49.1M -531,703 -24%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$153M +$43.7M +472,619 +40%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$115M +$10.5M +113,078 +10%
Bank of America
4
Bank of America
North Carolina
$72.3M +$9.03M +97,651 +14%
BCI
5
Brinker Capital Investments
Pennsylvania
$71.2M +$3.36M +36,296 +5%
OPS
6
Orion Portfolio Solutions
Nebraska
$71.2M +$67.7M +732,360 +2,105%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$71M -$3.65M -39,462 -5%
Wells Fargo
8
Wells Fargo
California
$68.9M +$14.7M +159,376 +27%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$51.3M -$2.51M -27,194 -5%
HI
10
Horizon Investments
North Carolina
$49.8M +$45.5M +492,600 +1,032%
EP
11
Essential Planning
New Hampshire
$44.5M +$7.17M +77,530 +19%
OIA
12
OneDigital Investment Advisors
Kansas
$35.7M +$14.4M +155,736 +68%
LPL Financial
13
LPL Financial
California
$35.6M +$5.62M +60,819 +19%
SC
14
Scotia Capital
Ontario, Canada
$35.1M +$796K +8,615 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$31.9M +$8.84M +95,605 +39%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$31.4M +$321K +3,476 +1%
FS
17
Ferguson Shapiro
Georgia
$30.9M +$4.95M +53,557 +19%
GM
18
GeoWealth Management
Illinois
$30.6M +$1.46M +15,806 +5%
FAM
19
Flaharty Asset Management
Florida
$29.6M +$2.83M +30,620 +11%
UBS Group
20
UBS Group
Switzerland
$28.8M -$2.01M -21,794 -7%
KW
21
KWB Wealth
California
$28.2M +$460K +4,971 +2%
PI
22
PFS Investments
Georgia
$24.9M +$24.7M +266,736 New
RA
23
RFG Advisory
Alabama
$24.8M +$2.47M +26,691 +11%
HCM
24
Hudson Capital Management
New Jersey
$24.1M +$1.37M +14,777 +6%
3LCM
25
3D/L Capital Management
Connecticut
$23.1M +$1.94M +21,025 +9%
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