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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$68.8M +$16.3M +165,249 +30%
HighTower Advisors
2
HighTower Advisors
Illinois
$42.8M +$796K +8,089 +2%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$19.2M +$19.5M +198,140 +35,131%
MAG
4
Mokosak Advisory Group
Iowa
$15.5M -$1.61M -16,357 -9%
SFA
5
Sequoia Financial Advisors
Ohio
$11.1M -$890K -9,043 -7%
AWMG
6
Alliance Wealth Management Group
New Jersey
$10.5M -$227K -2,311 -2%
TCM
7
Towercrest Capital Management
Pennsylvania
$10.5M -$227K -2,311 -2%
Financial Engines Advisors
8
Financial Engines Advisors
California
$9.75M -$162K -1,644 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.03M -$1.13M -11,448 -11%
ML
10
McAdam LLC
Pennsylvania
$9M -$2.05M -20,837 -18%
W
11
WealthOne
New York
$8.98M -$373K -3,791 -4%
AFP
12
Ausdal Financial Partners
Iowa
$8.61M -$737K -7,489 -8%
Morgan Stanley
13
Morgan Stanley
New York
$6.36M +$442K +4,491 +7%
I
14
INVST
Indiana
$6.32M +$99K +1,006 +2%
SCM
15
SevenOneSeven Capital Management
Pennsylvania
$6.21M +$146K +1,488 +2%
Bank of Nova Scotia
16
Bank of Nova Scotia
Ontario, Canada
$6.13M +$1.43M +14,500 +30%
SPIA
17
Steward Partners Investment Advisory
New York
$6.09M +$166K +1,682 +3%
PWP
18
Perfromance Wealth Partners
Illinois
$6.01M -$283K -2,878 -4%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.54M -$1.58M -16,047 -22%
BCM
20
Barden Capital Management
Texas
$5.39M +$399K +4,056 +8%
CCM
21
Covington Capital Management
California
$4.47M -$90.5K -920 -2%
LPL Financial
22
LPL Financial
California
$3.81M -$1.08M -11,004 -22%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$3.63M -$39.9K -405 -1%
Wells Fargo
24
Wells Fargo
California
$3.29M -$6.69M -68,023 -67%
Truist Financial
25
Truist Financial
North Carolina
$2.84M -$1.02M -10,332 -26%
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