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PIMCO Active Bond Exchange-Traded Fund
BOND

Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$243M +$42M +473,431 +22%
Morgan Stanley
2
Morgan Stanley
New York
$231M +$48.2M +543,353 +28%
TA
3
Tectonic Advisors
Texas
$158M +$2.87M +32,435 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$139M +$3.08M +34,731 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$121M -$32.3M -363,932 -22%
Wells Fargo
6
Wells Fargo
California
$76.2M +$5.92M +66,760 +9%
LPL Financial
7
LPL Financial
California
$74.6M +$11.3M +127,740 +19%
Bank of America
8
Bank of America
North Carolina
$68.7M +$8.17M +92,204 +14%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$68.2M +$19M +214,472 +41%
UBS Group
10
UBS Group
Switzerland
$59.6M +$24.5M +276,508 +75%
OIA
11
OneDigital Investment Advisors
Kansas
$47.7M +$5.11M +57,695 +13%
EP
12
Essential Planning
New Hampshire
$46.9M -$1.29M -14,524 -3%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$38.9M -$4.39M -49,531 -11%
SC
14
Scotia Capital
Ontario, Canada
$33.3M -$2.63M -29,632 -8%
RJA
15
Raymond James & Associates
Florida
$28M +$146K +1,647 +0.5%
YAL
16
Your Advocates Ltd
Texas
$27.9M +$18.2M +205,115 +211%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$27.7M +$6.13M +69,186 +30%
CAN
18
Cetera Advisor Networks
California
$26.6M +$5.5M +62,082 +27%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$25.9M -$3.37M -38,069 -12%
KOC
20
Koss-Olinger Consulting
Florida
$25.7M +$24.6M +277,970 New
JP Morgan Chase
21
JP Morgan Chase
New York
$25.2M +$4.43M +50,005 +22%
HCM
22
Hudson Capital Management
New Jersey
$23.9M +$133K +1,500 +0.6%
VIA
23
Vickerman Investment Advisors
Washington
$23.8M +$22.8M +257,563 New
WWA
24
WCG Wealth Advisors
Nevada
$22.7M -$2.39M -27,006 -10%
FAM
25
Flaharty Asset Management
Florida
$21.7M -$9.79M -110,461 -32%
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