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PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Horizon Investments
North Carolina
$43.4M +$18.7M +716,496 +77%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$42.9M +$4.97M +190,709 +13%
KAM
28
Kensington Asset Management
Texas
$40M +$31M +1,188,303 +372%
GM
29
GeoWealth Management
Illinois
$38.3M +$10.7M +409,080 +40%
EIG
30
Ellenbecker Investment Group
Wisconsin
$35.7M +$3.34M +128,216 +11%
HIP
31
HUB Investment Partners
Texas
$35.6M +$3.19M +122,258 +10%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$35.5M +$23.8M +913,640 +216%
Wells Fargo
33
Wells Fargo
California
$34.1M -$692K -26,542 -2%
WWA
34
WCG Wealth Advisors
Nevada
$32.1M +$8.28M +317,351 +36%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$31.4M +$11.5M +439,924 +59%
Osaic Holdings
36
Osaic Holdings
Arizona
$30.2M +$5.65M +216,707 +24%
CPW
37
Crestmont Private Wealth
Texas
$28.9M +$248K +9,490 +0.9%
WAAG
38
Wealth Alliance Advisory Group
Kansas
$27.3M +$59.9K +2,298 +0.2%
BFG
39
Berger Financial Group
Minnesota
$26.9M +$356K +13,649 +1%
Stifel Financial
40
Stifel Financial
Missouri
$26.8M +$12.7M +487,810 +94%
BWG
41
Beta Wealth Group
California
$26.5M -$11M -422,311 -30%
PNAA
42
Pictet North America Advisors
Switzerland
$26.1M +$14.7M +563,978 +135%
RH
43
RFG Holdings
Texas
$25.2M +$2.49M +95,313 +11%
CCWM
44
Correct Capital Wealth Management
Missouri
$25M +$172K +6,604 +0.7%
VWA
45
Visionary Wealth Advisors
Illinois
$24.4M +$12.3M +469,848 +104%
CPCM
46
Cardinal Point Capital Management
Ontario, Canada
$24.3M +$1.08M +41,497 +5%
VIA
47
Vickerman Investment Advisors
Washington
$24.1M +$243K +9,314 +1%
RDFA
48
Ritter Daniher Financial Advisory
Ohio
$23.8M +$2.12M +81,428 +10%
OIA
49
OneDigital Investment Advisors
Kansas
$23.6M +$2.23M +85,380 +11%
SWMG
50
Sanchez Wealth Management Group
Florida
$22.8M +$1.73M +66,235 +8%