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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
$347M +$35.6M +381,599 +11%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$345M -$38.1M -408,165 -10%
LPL Financial
3
LPL Financial
California
$316M +$49M +525,007 +18%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$241M +$47.9M +513,886 +24%
Wells Fargo
5
Wells Fargo
California
$206M +$23.3M +249,841 +13%
AWM
6
AE Wealth Management
Kansas
$175M +$38.3M +410,522 +28%
Raymond James Financial
7
Raymond James Financial
Florida
$166M +$72.5M +776,696 +76%
OIA
8
OneDigital Investment Advisors
Kansas
$162M +$18.5M +198,601 +13%
Osaic Holdings
9
Osaic Holdings
Arizona
$157M +$4.3M +46,130 +3%
Bank of America
10
Bank of America
North Carolina
$150M +$16M +171,674 +12%
TA
11
Tectonic Advisors
Texas
$150M +$3.46M +37,103 +2%
NA
12
NewEdge Advisors
Louisiana
$123M +$26.2M +280,940 +27%
KOC
13
Koss-Olinger Consulting
Florida
$117M -$4.58M -49,093 -4%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$103M +$15.9M +169,977 +18%
SHGA
15
Sand Hill Global Advisors
California
$98.3M +$41.1M +440,603 +71%
WA
16
Waverly Advisors
Alabama
$94.3M +$35.6M +381,386 +60%
HWM
17
Heirloom Wealth Management
Colorado
$94.1M +$49.2M +527,820 +107%
GVAG
18
Great Valley Advisor Group
Delaware
$88.2M -$14.9M -159,727 -14%
UBS Group
19
UBS Group
Switzerland
$84.1M +$2.1M +22,498 +3%
JP Morgan Chase
20
JP Morgan Chase
New York
$82.2M +$11.9M +127,477 +17%
CW
21
CreativeOne Wealth
Kansas
$77.1M +$5.94M +63,704 +8%
VIA
22
Vickerman Investment Advisors
Washington
$68.1M -$3.63M -38,902 -5%
GAM
23
Gotham Asset Management
New York
$59.4M +$38.6M +414,200 +181%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$59.2M +$650K +6,964 +1%
BWS
25
Buck Wealth Strategies
Colorado
$58M +$4.38M +46,958 +8%
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