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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
$384M +$37.9M +415,209 +11%
Morgan Stanley
2
Morgan Stanley
New York
$291M -$4.37M -47,810 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$220M +$76.1M +833,391 +54%
LPL Financial
4
LPL Financial
California
$167M +$29.8M +326,633 +22%
Osaic Holdings
5
Osaic Holdings
Arizona
$156M +$64.7M +709,007 +73%
TA
6
Tectonic Advisors
Texas
$150M -$550K -6,028 -0.4%
Wells Fargo
7
Wells Fargo
California
$140M -$3.2M -35,018 -2%
OIA
8
OneDigital Investment Advisors
Kansas
$117M +$10.5M +115,135 +10%
Bank of America
9
Bank of America
North Carolina
$93.2M +$92.3K +1,011 +0.1%
UBS Group
10
UBS Group
Switzerland
$80.7M -$13.7M -149,696 -15%
NA
11
NewEdge Advisors
Louisiana
$76.8M +$20.2M +221,707 +36%
Raymond James Financial
12
Raymond James Financial
Florida
$72.8M -$10.9M -119,083 -13%
CW
13
CreativeOne Wealth
Kansas
$70.7M +$35.4M +387,218 +103%
KOC
14
Koss-Olinger Consulting
Florida
$62.9M +$1.13M +12,345 +2%
AWM
15
AE Wealth Management
Kansas
$59.7M +$11.7M +127,988 +25%
JP Morgan Chase
16
JP Morgan Chase
New York
$58.4M +$8.89M +97,318 +18%
VIA
17
Vickerman Investment Advisors
Washington
$56.5M +$33.9M +371,786 +155%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$53.9M +$1.23M +13,510 +2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$50.7M -$1.18M -12,909 -2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$47.1M +$4.93M +53,935 +12%
SHGA
21
Sand Hill Global Advisors
California
$47M -$1.72M -18,796 -4%
SC
22
Scotia Capital
Ontario, Canada
$42.5M +$8.09M +88,599 +24%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$42.3M -$190K -2,085 -0.5%
CIA
24
Concurrent Investment Advisors
Florida
$41.4M +$6.07M +66,527 +17%
RA
25
RFG Advisory
Alabama
$40.7M +$3.58M +39,198 +10%
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