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PIMCO Senior Loan Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.19M +$608K +12,307 +104%
EFG
27
Elm3 Financial Group
Georgia
$1.08M -$42.5K -860 -4%
CCFM
28
Clear Creek Financial Management
Washington
$1.06M -$40.9K -827 -4%
NGA
29
Naples Global Advisors
Florida
$1M +$4.94K +100 +0.5%
UBS Group
30
UBS Group
Switzerland
$997K +$75.5K +1,527 +8%
CBA
31
Coastal Bridge Advisors
Connecticut
$918K +$114K +2,305 +14%
LWA
32
LifeGoal Wealth Advisors
New York
$841K +$843K +17,063 New
BI
33
Beckerman Institutional
New Jersey
$683K
MML Investors Services
34
MML Investors Services
Massachusetts
$673K +$674K +13,641 New
BFWM
35
Bright Futures Wealth Management
New York
$619K +$73K +1,477 +13%
AWM
36
AE Wealth Management
Kansas
$552K -$37.6K -760 -6%
TWD
37
True Wealth Design
Ohio
$546K +$547K +11,074 New
TAM
38
Titleist Asset Management
Texas
$539K +$21.8K +442 +4%
PAG
39
Private Advisor Group
New Jersey
$490K +$228K +4,607 +86%
TA
40
Tactive Advisors
Florida
$481K +$47.2K +956 +11%
KAM
41
Kensington Asset Management
Texas
$469K +$470K +9,509 New
VA
42
VestGen Advisors
Illinois
$404K +$247 +5 +0.1%
TCWM
43
Total Clarity Wealth Management
Illinois
$368K -$862K -17,432 -70%
TRCT
44
Tower Research Capital (TRC)
New York
$365K +$364K +7,373 +27,307%
GWP
45
Gateway Wealth Partners
Wisconsin
$293K -$374K -7,567 -56%
HI
46
Harbour Investments
Wisconsin
$286K
AWA
47
Acorn Wealth Advisors
Michigan
$275K -$7.56K -153 -3%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$242K +$242K +4,906 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$215K -$21.8K -442 -9%
FIC
50
Family Investment Center
Missouri
$205K +$3.81K +77 +2%