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PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
76
Corient Private Wealth
Florida
$25M +$16.9M +632,433 +208%
Mariner
77
Mariner
Kansas
$24.4M +$12.9M +482,131 +112%
BCI
78
Brinker Capital Investments
Pennsylvania
$24.2M -$557K -20,789 -2%
SWMG
79
Sanchez Wealth Management Group
Florida
$24M -$451K -16,825 -2%
EFP
80
EnRich Financial Partners
Wisconsin
$23.8M +$1.17M +43,564 +5%
DA
81
Drake & Associates
Wisconsin
$23.7M +$1.9M +70,930 +9%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$23.4M +$23.1M +863,475 +6,453%
GAM
83
Gemmer Asset Management
California
$23.3M +$1.07M +39,832 +5%
FFA
84
Farther Finance Advisors
California
$22.8M +$17.3M +645,769 +310%
FHC
85
First Heartland Consultants
Missouri
$22.5M +$2.73M +101,925 +14%
PNAA
86
Pictet North America Advisors
Switzerland
$22.3M -$6.72M -250,781 -23%
TW
87
Trajan Wealth
Arizona
$22.1M +$91.1K +3,400 +0.4%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$22.1M +$21.9M +816,733 +7,571%
EFS
89
Essex Financial Services
Connecticut
$21.7M +$4.95M +184,629 +29%
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$21.4M +$1.89M +70,590 +10%
CCMI
91
Creative Capital Management Investments
California
$21.2M +$2.08M +77,535 +11%
SWM
92
Schwallier Wealth Management
Michigan
$21.1M +$94K +3,509 +0.4%
APW
93
Alliance Private Wealth
Massachusetts
$20.9M +$20.9M +780,319 New
MWM
94
MinichMacGregor Wealth Management
New York
$20.7M +$1.53M +57,095 +8%
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
$20.5M -$977K -36,485 -5%
LFA
96
Legacy Financial Advisors
Kentucky
$20.5M +$1.55M +58,007 +8%
MAG
97
Members Advisory Group
New York
$20.2M +$19M +707,456 +1,423%
GPWA
98
Great Point Wealth Advisors
Massachusetts
$20.1M +$3.46M +129,021 +21%
SFS
99
Symphony Financial Services
Ohio
$20.1M +$4.41M +164,676 +28%
WG
100
Welch Group
Alabama
$19.6M +$19.7M +735,021 New