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PIMCO Senior Loan Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IFG Advisory
51
IFG Advisory
Georgia
$146K +$146K +2,964 New
EWM
52
Evolution Wealth Management
Florida
$144K -$30.1K -610 -17%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$143K – – –
Osaic Holdings
54
Osaic Holdings
Arizona
$113K +$8.7K +176 +8%
BCMIO
55
Beacon Capital Management Inc (Ohio)
Ohio
$87.9K +$10.6K +214 +14%
LAS
56
Lloyd Advisory Services
Georgia
$82.3K +$82.5K +1,669 New
PTC
57
Private Trust Company
Ohio
$78.9K +$79.1K +1,600 New
TD Waterhouse Canada
58
TD Waterhouse Canada
Ontario, Canada
$49K – – –
Arax Advisory Partners
59
Arax Advisory Partners
Colorado
$25.2K +$25.3K +511 New
Ameritas Advisory Services
60
Ameritas Advisory Services
Nebraska
$23.5K +$23.6K +477 New
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$10.3K – – –
Farther Finance Advisors
62
Farther Finance Advisors
California
$10.3K +$10.3K +208 New
CX Institutional
63
CX Institutional
Indiana
$8K +$8.25K +167 New
TAP
64
Tounjian Advisory Partners
Florida
$7.36K +$7.36K +149 New
NA
65
Networth Advisors
Pennsylvania
$5.57K +$1.14K +23 +26%
SEP
66
Signature Equity Partners
Ohio
$5.21K +$148 +3 +3%
CFD
67
Creative Financial Designs
Indiana
$4.98K +$4.99K +101 New
Morgan Stanley
68
Morgan Stanley
New York
$3.59K -$692 -14 -16%
ECA
69
Elevated Capital Advisors
Utah
$2.29K -$988 -20 -30%
GWM
70
Gilpin Wealth Management
Colorado
$987 – – –
MFS
71
Montgomery Financial Services
Maryland
$690 +$692 +14 New
EverSource Wealth Advisors
72
EverSource Wealth Advisors
Alabama
$493 – – –
Goldman Sachs
73
Goldman Sachs
New York
– -$16.6M -336,244 Closed
Independent Advisor Alliance
74
Independent Advisor Alliance
North Carolina
– -$9.75M -197,473 Closed
EC
75
Elequin Capital
New York
– -$3.14M -75,760 Closed