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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
$386M +$16.6M +177,815 +4%
Morgan Stanley
2
Morgan Stanley
New York
$315M +$39.3M +419,755 +14%
LPL Financial
3
LPL Financial
California
$270M +$55M +587,532 +25%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$196M -$2.2M -23,488 -1%
Wells Fargo
5
Wells Fargo
California
$185M +$35.7M +381,305 +24%
Osaic Holdings
6
Osaic Holdings
Arizona
$154M -$1.52M -16,281 -1%
TA
7
Tectonic Advisors
Texas
$148M +$1.17M +12,520 +0.8%
OIA
8
OneDigital Investment Advisors
Kansas
$144M +$11.2M +119,828 +8%
AWM
9
AE Wealth Management
Kansas
$138M +$44.7M +477,930 +48%
Bank of America
10
Bank of America
North Carolina
$135M +$21M +224,764 +18%
KOC
11
Koss-Olinger Consulting
Florida
$122M +$61.7M +659,320 +100%
GVAG
12
Great Valley Advisor Group
Delaware
$104M +$10.7M +114,890 +11%
NA
13
NewEdge Advisors
Louisiana
$98.2M +$6.76M +72,230 +7%
Raymond James Financial
14
Raymond James Financial
Florida
$94.7M +$37.6M +401,865 +65%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$87.9M +$10.7M +114,401 +14%
UBS Group
16
UBS Group
Switzerland
$82.8M +$7M +74,794 +9%
VIA
17
Vickerman Investment Advisors
Washington
$72.3M +$8.72M +93,160 +14%
CW
18
CreativeOne Wealth
Kansas
$71.9M +$6.24M +66,696 +9%
JP Morgan Chase
19
JP Morgan Chase
New York
$71.3M +$5.34M +57,091 +8%
WA
20
Waverly Advisors
Alabama
$59.7M +$38.6M +412,801 +181%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$59.1M +$18.9M +201,738 +47%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$59.1M +$8.02M +85,742 +16%
SHGA
23
Sand Hill Global Advisors
California
$58.1M +$8.65M +92,511 +17%
BWS
24
Buck Wealth Strategies
Colorado
$54.1M +$15.7M +167,632 +41%
CIA
25
Concurrent Investment Advisors
Florida
$51.9M +$4.97M +53,075 +11%
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