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PIMCO Senior Loan Active Exchange-Traded Fund
LONZ

Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$165M +$29.8M +582,600 +22%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$53M +$4.18M +81,651 +9%
AWMS
3
Advocacy Wealth Management Services
Georgia
$37.4M +$55.4K +1,082 +0.1%
FIC
4
Family Investment Center
Missouri
$10.6M +$2.76M +53,870 +35%
RWIA
5
Roger Wittlin Investment Advisory
California
$10.3M +$1.8M +35,149 +21%
IA
6
Inspire Advisors
Idaho
$7.76M +$7.76M +151,751 New
4WM
7
49 Wealth Management
Texas
$7.46M +$7.49M +146,456 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.38M +$1.08M +21,150 +17%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$6.92M +$6.05M +118,325 +702%
LAM
10
LifePro Asset Management
California
$4.37M -$58.1K -1,136 -1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.72M +$154K +3,006 +4%
LPL Financial
12
LPL Financial
California
$1.75M -$523K -10,228 -23%
Jane Street
13
Jane Street
New York
$1.55M -$174K -3,403 -10%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$1.52M – – –
OPAM
15
Ocean Park Asset Management
California
$1.52M -$2.31M -45,100 -60%
HH
16
Hilltop Holdings
Texas
$1.23M -$2.97K -58 -0.2%
LSA
17
L & S Advisors
California
$1.19M +$1.19M +23,359 New
TW
18
Transform Wealth
Colorado
$1.18M -$72K -1,407 -6%
JWCA
19
J.W. Cole Advisors
Florida
$1.15M +$21.5K +420 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$998K +$220K +4,296 +28%
MAWAG
21
Mid-American Wealth Advisory Group
Missouri
$931K +$450K +8,793 +94%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$878K -$56.2K -1,099 -6%
PPW
23
Pasadena Private Wealth
California
$868K +$868K +16,977 New
AAG
24
Armstrong Advisory Group
Massachusetts
$711K +$278K +5,442 +64%
NGA
25
Naples Global Advisors
Florida
$535K +$11.5K +225 +2%
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