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PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNAA
51
Pictet North America Advisors
Switzerland
$29.1M +$2.74M +103,016 +10%
SCM
52
Sheridan Capital Management
California
$29.1M +$25.9M +975,632 +904%
SFGP
53
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$29.1M +$7.92M +298,235 +38%
VWA
54
Visionary Wealth Advisors
Illinois
$28.7M +$3.96M +149,086 +16%
CCWM
55
Correct Capital Wealth Management
Missouri
$28.6M +$3.19M +120,223 +13%
WAAG
56
Wealth Alliance Advisory Group
Kansas
$28M +$355K +13,363 +1%
BFG
57
Berger Financial Group
Minnesota
$27.6M +$399K +15,034 +1%
Goldman Sachs
58
Goldman Sachs
New York
$27.5M +$25.1M +943,164 +1,164%
DBRC
59
D.B. Root & Company
Pennsylvania
$27.4M +$23.8M +896,547 +712%
OIA
60
OneDigital Investment Advisors
Kansas
$27M +$3.15M +118,520 +13%
AWM
61
Aprio Wealth Management
Georgia
$27M +$4.07M +153,174 +18%
CPCM
62
Cardinal Point Capital Management
Ontario, Canada
$26.6M +$2.19M +82,348 +9%
VIA
63
Vickerman Investment Advisors
Washington
$25.1M +$760K +28,612 +3%
BCI
64
Brinker Capital Investments
Pennsylvania
$24.9M +$3.72M +140,100 +18%
CA
65
Continuum Advisory
Idaho
$24.9M +$4.07M +153,299 +20%
SWMG
66
Sanchez Wealth Management Group
Florida
$24.6M +$1.5M +56,532 +7%
BAG
67
Bridgewealth Advisory Group
California
$24.1M +$1.96M +73,751 +9%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$23.8M +$9.91M +372,805 +73%
IF
69
Intrua Financial
Texas
$23.6M +$720K +27,100 +3%
EFP
70
EnRich Financial Partners
Wisconsin
$22.7M +$391K +14,730 +2%
GAM
71
Gemmer Asset Management
California
$22.4M +$1.02M +38,469 +5%
TW
72
Trajan Wealth
Arizona
$22.2M +$3.2M +120,568 +17%
DA
73
Drake & Associates
Wisconsin
$21.8M +$21.7M +817,074 New
BCMIO
74
Beacon Capital Management Inc (Ohio)
Ohio
$21.7M +$21.5M +807,332 New
Envestnet Portfolio Solutions
75
Envestnet Portfolio Solutions
Illinois
$21.6M +$6.28M +236,337 +42%