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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
$272M +$29.9M +327,264 +12%
Morgan Stanley
2
Morgan Stanley
New York
$229M +$71.7K +784 +0%
TA
3
Tectonic Advisors
Texas
$163M +$6.87M +75,087 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$137M -$1.86M -20,279 -1%
Wells Fargo
5
Wells Fargo
California
$97.7M +$21.9M +239,893 +29%
Osaic Holdings
6
Osaic Holdings
Arizona
$94.3M -$26.2M -286,326 -22%
LPL Financial
7
LPL Financial
California
$77.9M +$3.71M +40,559 +5%
Bank of America
8
Bank of America
North Carolina
$73.1M +$4.83M +52,757 +7%
UBS Group
9
UBS Group
Switzerland
$70.4M +$11.2M +122,573 +19%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$51.7M -$16M -174,350 -24%
OIA
11
OneDigital Investment Advisors
Kansas
$51.6M +$4.16M +45,442 +9%
EP
12
Essential Planning
New Hampshire
$47M +$90.3K +987 +0.2%
SHGA
13
Sand Hill Global Advisors
California
$36.7M +$34.4M +375,740 +1,563%
SC
14
Scotia Capital
Ontario, Canada
$35.1M +$2M +21,844 +6%
JP Morgan Chase
15
JP Morgan Chase
New York
$33.1M +$8.03M +87,767 +32%
RJA
16
Raymond James & Associates
Florida
$32.2M +$4.35M +47,501 +16%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$31.9M +$27.4M +299,795 +636%
RA
18
RFG Advisory
Alabama
$30.2M +$9.77M +106,806 +48%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$28.1M +$2.39M +26,082 +9%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$27.6M -$11M -120,344 -29%
HCM
21
Hudson Capital Management
New Jersey
$27.1M +$3.31M +36,178 +14%
CAN
22
Cetera Advisor Networks
California
$26.2M -$213K -2,324 -0.8%
CIA
23
Concurrent Investment Advisors
Florida
$25.6M +$20.3M +222,211 +396%
YAL
24
Your Advocates Ltd
Texas
$25.1M -$2.6M -28,393 -9%
VIA
25
Vickerman Investment Advisors
Washington
$24.9M +$1.27M +13,891 +5%
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