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PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$11.3M +$1.2M +47,083 +12%
CPW
27
Crestmont Private Wealth
Texas
$9.84M +$9.79M +383,930 New
FF
28
Financial Futures
New Jersey
$9.6M +$3.35M +131,233 +54%
FIC
29
Family Investment Center
Missouri
$9M +$2.35M +92,091 +36%
PWS
30
Precision Wealth Strategies
Missouri
$8.89M -$2.05M -80,339 -19%
IWC
31
Integrated Wealth Concepts
Massachusetts
$8.82M +$8.77M +344,094 New
FWM
32
Fortress Wealth Management
California
$8.74M -$34.2K -1,341 -0.4%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$7.49M +$605K +23,722 +9%
IF
34
Intrua Financial
Texas
$7.28M +$7.24M +283,948 New
OIA
35
OneDigital Investment Advisors
Kansas
$7.12M +$5.24M +205,304 +284%
DAS
36
Dynamic Advisor Solutions
Arizona
$6.82M +$4.19M +164,364 +162%
JWBC
37
John W. Brooker & Co
California
$6.58M +$6.55M +256,686 New
BIP
38
Blue Investment Partners
California
$5.95M +$5.92M +232,137 New
SFS
39
Sowell Financial Services
Arkansas
$5.57M +$5.54M +217,267 New
SWA
40
Strata Wealth Advisors
Texas
$5.56M +$387K +15,182 +8%
CWM
41
Castle Wealth Management
Florida
$5.54M +$2.57M +100,759 +87%
WN
42
Williams & Novak
California
$5.48M +$5.45M +213,864 New
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$5.4M +$4.84M +189,983 +918%
JP Morgan Chase
44
JP Morgan Chase
New York
$4.8M +$348K +13,649 +8%
DWM
45
Dynasty Wealth Management
Florida
$4.8M +$347K +13,605 +8%
Morgan Stanley
46
Morgan Stanley
New York
$4.71M +$599K +23,506 +15%
HW
47
Hedeker Wealth
Illinois
$4.39M +$4.37M +171,367 New
CW
48
CreativeOne Wealth
Kansas
$4.31M +$198K +7,765 +5%
GVAG
49
Great Valley Advisor Group
Delaware
$4.22M +$4.2M +164,526 New
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$4.14M +$4.12M +161,374 New