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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$33.6M +$33.2M +286,661 New
Bank of America
2
Bank of America
North Carolina
$32.6M +$1.17M +10,111 +4%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$27.4M
AO
4
Advisor OS
Illinois
$25.8M +$29.1M +251,704 New
Wells Fargo
5
Wells Fargo
California
$18.3M -$959K -8,280 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$17.5M +$569K +4,917 +3%
MAG
7
Mokosak Advisory Group
Iowa
$15.5M +$903K +7,797 +6%
SFA
8
Sequoia Financial Advisors
Ohio
$14.7M -$29.1K -251 -0.2%
TCM
9
Towercrest Capital Management
Pennsylvania
$11.5M -$523K -4,514 -4%
Financial Engines Advisors
10
Financial Engines Advisors
California
$10.7M +$2.55M +22,035 +32%
5L
11
55I LLC
Massachusetts
$10.4M +$2.06M +17,787 +25%
AWMG
12
Alliance Wealth Management Group
New Jersey
$10.4M -$523K -4,514 -5%
ML
13
McAdam LLC
Pennsylvania
$8.44M +$471K +4,069 +6%
Qube Research & Technologies (QRT)
14
Qube Research & Technologies (QRT)
United Kingdom
$7.94M +$4.49M +38,808 +134%
W
15
WealthOne
New York
$7.86M +$802K +6,931 +12%
William Blair & Company
16
William Blair & Company
Illinois
$7.83M +$82.6K +713 +1%
AFP
17
Ausdal Financial Partners
Iowa
$7.48M +$1.23M +10,642 +20%
AF
18
Advisornet Financial
Minnesota
$7.38M +$2.55M +22,001 +54%
SW
19
Signify Wealth
Missouri
$7.28M +$7.2M +62,187 New
I
20
INVST
Indiana
$6.89M +$1.18M +10,162 +21%
MSFS
21
Main Street Financial Solutions
Pennsylvania
$6.54M +$6.46M +55,828 New
CGFA
22
Colton Groome Financial Advisors
North Carolina
$6.34M +$3.27M +28,252 +109%
SPIA
23
Steward Partners Investment Advisory
New York
$6.25M +$192K +1,662 +3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.67M +$2.29M +19,811 +69%
LPL Financial
25
LPL Financial
California
$5.34M +$348K +3,008 +7%