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PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
26
Confluence Wealth Services
Pennsylvania
$95.4M +$16.1M +610,259 +20%
GFG
27
GR Financial Group
Arizona
$93.9M +$1.42M +53,663 +2%
SWP
28
Stratos Wealth Partners
Ohio
$88.9M +$1.13M +42,618 +1%
OPAM
29
Ocean Park Asset Management
California
$87M +$86.6M +3,280,700 New
HI
30
Horizon Investments
North Carolina
$86.3M +$3.79M +143,631 +5%
Osaic Holdings
31
Osaic Holdings
Arizona
$84.2M +$19M +720,940 +29%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$84M +$12.9M +487,771 +18%
Corient Private Wealth
33
Corient Private Wealth
Florida
$79.1M +$38M +1,440,712 +93%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$78.2M +$9.67M +366,065 +14%
FFA
35
Fragasso Financial Advisors
Pennsylvania
$77.1M +$5.5M +208,327 +8%
SF
36
Summit Financial
New Jersey
$75.5M +$9.26M +350,760 +14%
MWM
37
Modern Wealth Management
Kansas
$73.7M +$70.6M +2,674,042 +2,521%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$67.6M +$15.9M +601,376 +31%
FWP
39
Falcon Wealth Planning
California
$67.1M +$4.25M +161,121 +7%
AWM
40
Apollon Wealth Management
South Carolina
$66.3M +$16.9M +641,944 +35%
FIC
41
Family Investment Center
Missouri
$63.4M +$6.87M +260,240 +12%
JAG
42
Journey Advisory Group
Kentucky
$63.4M +$2.44M +92,292 +4%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$61.1M +$5.06M +191,639 +9%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$55.6M +$5.02M +190,070 +10%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$50.3M +$1.25M +47,180 +3%
EIG
46
Ellenbecker Investment Group
Wisconsin
$50M +$4.52M +171,057 +10%
Stifel Financial
47
Stifel Financial
Missouri
$49.9M +$7.48M +283,455 +18%
RIG
48
RiverFront Investment Group
Virginia
$49.7M +$89.6K +3,395 +0.2%
VIA
49
Vickerman Investment Advisors
Washington
$49M +$5.6M +212,156 +13%
RDFA
50
Ritter Daniher Financial Advisory
Ohio
$48.1M +$1.73M +65,470 +4%