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PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$27.7M +$9.62M +376,317 +54%
KF
2
Krilogy Financial
Missouri
$27.4M +$4.37M +170,888 +19%
BFG
3
Berger Financial Group
Minnesota
$23.4M +$23.2M +906,538 New
PNAA
4
Pictet North America Advisors
Switzerland
$18.9M +$18.8M +734,485 New
FHC
5
First Heartland Consultants
Missouri
$17.7M +$13M +507,522 +282%
WAAG
6
Wealth Alliance Advisory Group
Kansas
$17.6M +$1.47M +57,585 +9%
EFP
7
EnRich Financial Partners
Wisconsin
$17.2M +$1.05M +41,067 +7%
SWMG
8
Sanchez Wealth Management Group
Florida
$17.1M +$259K +10,124 +2%
KLI
9
Kelman-Lazarov Inc
Tennessee
$16.9M +$15.7M +614,426 +1,514%
Wells Fargo
10
Wells Fargo
California
$15.6M +$15.5M +604,979 New
BCI
11
Brinker Capital Investments
Pennsylvania
$13.6M +$13.5M +526,196 New
OPS
12
Orion Portfolio Solutions
Nebraska
$13.6M +$13.5M +526,196 New
BAG
13
Bridgewealth Advisory Group
California
$13.5M +$5.91M +231,339 +79%
ACP
14
Aveo Capital Partners
Colorado
$12.7M +$3.21M +125,738 +34%
LPL Financial
15
LPL Financial
California
$11.5M +$4.87M +190,461 +75%
PWS
16
Precision Wealth Strategies
Missouri
$11M +$10.9M +427,087 New
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$10.1M +$4.92M +192,454 +96%
FWM
18
Fortress Wealth Management
California
$8.82M +$842K +32,925 +11%
AIM
19
Astor Investment Management
Illinois
$8.29M +$8.23M +321,952 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$7.59M +$6.93M +270,949 +1,139%
NA
21
NewEdge Advisors
Louisiana
$7.4M +$25.2K +984 +0.3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$6.92M +$2.9M +113,324 +73%
FIC
23
Family Investment Center
Missouri
$6.67M +$927K +36,271 +16%
AWM
24
AE Wealth Management
Kansas
$6.39M +$3.64M +142,380 +135%
FF
25
Financial Futures
New Jersey
$6.27M +$6.22M +243,365 New