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PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD

Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$64.5M +$10M +193,747 +18%
GI
2
Gradient Investments
Minnesota
$56.9M +$2.37M +45,997 +4%
LPL Financial
3
LPL Financial
California
$16.2M +$530K +10,279 +3%
OIA
4
OneDigital Investment Advisors
Kansas
$10.9M +$898K +17,396 +9%
GVAG
5
Great Valley Advisor Group
Delaware
$5.66M +$393K +7,610 +7%
NA
6
NewEdge Advisors
Louisiana
$5.59M +$1.54M +29,827 +37%
VWA
7
Visionary Wealth Advisors
Illinois
$2.75M -$2.01M -38,906 -42%
SF
8
Summit Financial
New Jersey
$2.49M +$165K +3,199 +7%
Cerity Partners
9
Cerity Partners
New York
$2.03M +$2.07M +40,135 New
IWC
10
Integrated Wealth Concepts
Massachusetts
$1.82M +$76.7K +1,487 +4%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.66M +$85.1K +1,649 +5%
BFA
12
Brown Financial Advisors
Ohio
$1.62M -$56.2K -1,090 -3%
Mariner
13
Mariner
Kansas
$1.22M -$1.24M -24,012 -50%
PW
14
Paladin Wealth
Minnesota
$1.06M +$34.1K +660 +3%
FSWA
15
Financial Synergies Wealth Advisors
Texas
$869K +$138K +2,671 +18%
MFS
16
Mattson Financial Services
Michigan
$822K +$18.4K +357 +2%
RA
17
RFG Advisory
Alabama
$762K +$776K +15,032 New
FFG
18
Forum Finance Group
$576K +$735K +14,241 New
AWM
19
AE Wealth Management
Kansas
$557K -$7.38K -143 -1%
GS
20
GTS Securities
Florida
$511K -$280K -5,432 -35%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$485K +$70.1K +1,359 +17%
BJL
22
Brighton Jones LLC
Washington
$453K +$462K +8,945 New
CW
23
CreativeOne Wealth
Kansas
$432K +$440K +8,535 New
MWM
24
MinichMacGregor Wealth Management
New York
$333K +$45.9K +889 +16%
Jane Street
25
Jane Street
New York
$269K -$53.9K -1,044 -16%
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