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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
$172M +$1.19M +12,154 +0.7%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$116M +$12.2M +124,687 +12%
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$90.5M +$30.5M +311,884 +52%
LPL Financial
4
LPL Financial
California
$70.8M +$9.03M +92,489 +15%
Morgan Stanley
5
Morgan Stanley
New York
$55.8M +$39.6K +406 +0.1%
Allianz Asset Management
6
Allianz Asset Management
Germany
$36.2M +$1.73M +17,719 +5%
RIP
7
RAM Investment Partners
Washington
$27.8M +$4.07M +41,720 +18%
OIA
8
OneDigital Investment Advisors
Kansas
$24.7M +$858K +8,791 +4%
MAG
9
Mokosak Advisory Group
Iowa
$20.2M +$721K +7,381 +4%
TCM
10
Tradewinds Capital Management
Washington
$19.1M +$17.7M +181,138 +1,699%
UBS Group
11
UBS Group
Switzerland
$18M +$396K +4,052 +2%
XF
12
XML Financial
Maryland
$16.1M +$696K +7,132 +5%
AP
13
Agilis Partners
Massachusetts
$14.2M – – –
Osaic Holdings
14
Osaic Holdings
Arizona
$12.6M +$1.57M +16,061 +14%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$12.5M -$2.62M -26,834 -18%
CWM
16
Cornerstone Wealth Management
Missouri
$11.9M +$260K +2,660 +2%
CW
17
CreativeOne Wealth
Kansas
$11.8M +$5.89M +60,266 +103%
TCM
18
Towercrest Capital Management
Pennsylvania
$10.2M +$991K +10,146 +11%
AWMG
19
Alliance Wealth Management Group
New Jersey
$10.2M +$991K +10,146 +11%
NWAG
20
Net Worth Advisory Group
Utah
$9.58M +$9.4M +96,310 New
FCM
21
Fortis Capital Management
Washington
$9.54M +$1.64M +16,810 +21%
ML
22
McAdam LLC
Pennsylvania
$8.95M -$1.75M -17,879 -17%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$8.61M +$832K +8,517 +11%
Wells Fargo
24
Wells Fargo
California
$8.52M +$429K +4,394 +5%
MML Investors Services
25
MML Investors Services
Massachusetts
$7.54M -$22.9K -234 -0.3%
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