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PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VIA
51
Vickerman Investment Advisors
Washington
$42.8M +$12.4M +464,591 +40%
Stifel Financial
52
Stifel Financial
Missouri
$41.9M +$6.91M +259,337 +19%
HIP
53
HUB Investment Partners
Texas
$41.8M +$4.2M +157,409 +11%
WWM
54
Waterway Wealth Management
Texas
$41.5M +$4.6M +172,599 +12%
OIA
55
OneDigital Investment Advisors
Kansas
$41.2M +$5.35M +200,655 +15%
Corient Private Wealth
56
Corient Private Wealth
Florida
$40.1M +$16.2M +606,352 +65%
PAG
57
Private Advisor Group
New Jersey
$39.6M +$464K +17,421 +1%
AFAS
58
Acorn Financial Advisory Services
Virginia
$39.5M +$9.87M +370,445 +33%
IWC
59
Integrated Wealth Concepts
Massachusetts
$38.9M +$12.3M +461,143 +45%
RH
60
RFG Holdings
Texas
$38.3M +$7.79M +292,205 +25%
SFGP
61
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$37.5M +$5.61M +210,524 +17%
IAA
62
Independent Advisor Alliance
North Carolina
$36.8M +$37.4M +1,403,081 New
WAAG
63
Wealth Alliance Advisory Group
Kansas
$34.4M +$4.48M +167,916 +15%
SCM
64
Sheridan Capital Management
California
$34.1M +$3.5M +131,253 +11%
WCG
65
Wall Capital Group
Arizona
$33.4M +$1.58M +59,199 +5%
DBRC
66
D.B. Root & Company
Pennsylvania
$31.8M +$1.52M +56,898 +5%
MA
67
Mutual Advisors
Nebraska
$31.7M +$16.3M +613,387 +103%
CPW
68
Crestmont Private Wealth
Texas
$31.2M +$1.38M +51,822 +5%
AWM
69
Aprio Wealth Management
Georgia
$31M +$2.99M +112,014 +10%
CPCM
70
Cardinal Point Capital Management
Ontario, Canada
$31M +$2.91M +108,992 +10%
CA
71
Continuum Advisory
Idaho
$30.7M +$2.71M +101,666 +9%
VWA
72
Visionary Wealth Advisors
Illinois
$30.5M +$1.58M +59,334 +5%
BFG
73
Berger Financial Group
Minnesota
$30.2M +$2.41M +90,309 +8%
BAG
74
Bridgewealth Advisory Group
California
$30.2M +$2.72M +102,008 +10%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$30.2M +$2.5M +93,945 +9%