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PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
26
Correct Capital Wealth Management
Missouri
$23.4M +$3.61M +137,913 +18%
PNAA
27
Pictet North America Advisors
Switzerland
$22.2M +$9.12M +348,777 +68%
CPCM
28
Cardinal Point Capital Management
Ontario, Canada
$22.2M +$832K +31,790 +4%
UBS Group
29
UBS Group
Switzerland
$21.9M +$11.7M +447,798 +113%
KLI
30
Kelman-Lazarov Inc
Tennessee
$21.7M +$785K +30,009 +4%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$21M +$13.2M +503,805 +165%
ACP
32
Aveo Capital Partners
Colorado
$20.8M +$6.13M +234,270 +41%
BAG
33
Bridgewealth Advisory Group
California
$20.4M +$3.65M +139,413 +22%
SWMG
34
Sanchez Wealth Management Group
Florida
$19.3M +$697K +26,639 +4%
WAAG
35
Wealth Alliance Advisory Group
Kansas
$19.1M +$161K +6,147 +0.8%
EFP
36
EnRich Financial Partners
Wisconsin
$18.9M +$328K +12,538 +2%
GAM
37
Gemmer Asset Management
California
$18.1M +$2.29M +87,617 +14%
RH
38
RFG Holdings
Texas
$17.9M +$13.7M +521,832 +306%
NG
39
Novem Group
New York
$16.3M +$16.4M +627,713 New
TW
40
Trajan Wealth
Arizona
$16.2M +$971K +37,128 +6%
EIG
41
Ellenbecker Investment Group
Wisconsin
$16M +$16.2M +618,783 New
OIA
42
OneDigital Investment Advisors
Kansas
$15.2M +$3.2M +122,294 +26%
FWM
43
Fortress Wealth Management
California
$15.1M +$2.23M +85,331 +17%
FF
44
Financial Futures
New Jersey
$14.9M +$4.45M +169,961 +42%
Osaic Holdings
45
Osaic Holdings
Arizona
$14.7M +$8.54M +326,382 +135%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$14.5M +$14.3M +545,751 +3,795%
MWM
47
MinichMacGregor Wealth Management
New York
$14.5M +$1.1M +42,053 +8%
CW
48
CreativeOne Wealth
Kansas
$13.4M +$3.33M +127,114 +33%
CWM
49
Castle Wealth Management
Florida
$12.6M +$1.47M +56,203 +13%
LFA
50
Legacy Financial Advisors
Kentucky
$12.5M +$12.7M +483,659 New