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PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1
Sequoia Financial Advisors
Ohio
$58.4M +$58M +2,275,971 New
HighTower Advisors
2
HighTower Advisors
Illinois
$49.5M +$21.8M +856,050 +80%
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$47.9M +$47.6M +1,867,901 New
NA
4
NewEdge Advisors
Louisiana
$37.5M +$30M +1,177,009 +410%
KF
5
Krilogy Financial
Missouri
$32.8M +$5.5M +215,580 +20%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$27.8M +$20.1M +788,906 +268%
LPL Financial
7
LPL Financial
California
$26.9M +$15.4M +605,700 +136%
Wells Fargo
8
Wells Fargo
California
$26M +$10.4M +407,555 +67%
WWA
9
WCG Wealth Advisors
Nevada
$24.6M +$24.5M +960,255 New
BFG
10
Berger Financial Group
Minnesota
$23.5M +$278K +10,882 +1%
HIP
11
HUB Investment Partners
Texas
$21.7M +$20.2M +791,880 +1,497%
KLI
12
Kelman-Lazarov Inc
Tennessee
$20.1M +$3.29M +129,074 +20%
FHC
13
First Heartland Consultants
Missouri
$18.3M +$676K +26,522 +4%
WAAG
14
Wealth Alliance Advisory Group
Kansas
$18.2M +$658K +25,810 +4%
EFP
15
EnRich Financial Partners
Wisconsin
$17.6M +$507K +19,878 +3%
SWMG
16
Sanchez Wealth Management Group
Florida
$17.4M +$377K +14,781 +2%
AWM
17
AE Wealth Management
Kansas
$15.3M +$8.88M +348,181 +140%
BAG
18
Bridgewealth Advisory Group
California
$14.4M +$990K +38,802 +7%
PNAA
19
Pictet North America Advisors
Switzerland
$13.9M -$4.9M -192,309 -26%
ACP
20
Aveo Capital Partners
Colorado
$13.8M +$960K +37,663 +8%
BCI
21
Brinker Capital Investments
Pennsylvania
$13.6M +$73.2K +2,870 +0.5%
OPS
22
Orion Portfolio Solutions
Nebraska
$13.6M +$73.2K +2,870 +0.5%
AIM
23
Astor Investment Management
Illinois
$12.8M +$4.48M +175,791 +55%
MWM
24
MinichMacGregor Wealth Management
New York
$12.8M +$12.4M +484,851 +3,857%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$12.5M +$7.61M +298,398 +158%