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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
$181M +$28M +303,693 +18%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$169M +$18M +195,490 +12%
BCI
3
Brinker Capital Investments
Pennsylvania
$134M +$63.7M +691,253 +90%
OPS
4
Orion Portfolio Solutions
Nebraska
$134M +$63.7M +691,253 +90%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$128M +$14.2M +154,513 +12%
Osaic Holdings
6
Osaic Holdings
Arizona
$118M +$86.7M +939,981 +273%
Bank of America
7
Bank of America
North Carolina
$69.6M -$1.8M -19,488 -3%
Wells Fargo
8
Wells Fargo
California
$67.2M -$833K -9,032 -1%
LPL Financial
9
LPL Financial
California
$63.7M +$28.7M +311,196 +81%
FS
10
Ferguson Shapiro
Georgia
$54.7M +$24.3M +263,779 +79%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$51.2M +$472K +5,119 +0.9%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$48.2M -$22.1M -239,997 -31%
EP
13
Essential Planning
New Hampshire
$45.5M +$1.5M +16,280 +3%
HI
14
Horizon Investments
North Carolina
$42.1M -$7.12M -77,205 -14%
OIA
15
OneDigital Investment Advisors
Kansas
$42.1M +$6.83M +74,059 +19%
KW
16
KWB Wealth
California
$36.1M +$7.56M +81,965 +26%
UBS Group
17
UBS Group
Switzerland
$35.6M +$7.2M +78,114 +25%
SC
18
Scotia Capital
Ontario, Canada
$34.4M -$238K -2,579 -0.7%
FAM
19
Flaharty Asset Management
Florida
$29.9M +$606K +6,568 +2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$28.9M -$2.09M -22,698 -7%
PI
21
PFS Investments
Georgia
$26.6M +$2.14M +23,258 +9%
RA
22
RFG Advisory
Alabama
$25.5M +$1M +10,888 +4%
HCM
23
Hudson Capital Management
New Jersey
$24.3M +$421K +4,570 +2%
WWA
24
WCG Wealth Advisors
Nevada
$24M +$5.75M +62,362 +31%
RJA
25
Raymond James & Associates
Florida
$23.4M +$10.7M +115,510 +83%
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