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PIMCO Multi Sector Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$106M +$50.8M +1,941,964 +90%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$97.6M +$26.6M +1,017,985 +37%
Bank of America
3
Bank of America
North Carolina
$82.3M +$83.1M +3,175,025 +805,844%
Morgan Stanley
4
Morgan Stanley
New York
$81.9M +$67.1M +2,565,704 +432%
SFA
5
Sequoia Financial Advisors
Ohio
$77.4M +$10.5M +402,502 +16%
NA
6
NewEdge Advisors
Louisiana
$69.1M +$20.8M +795,467 +43%
AWM
7
AE Wealth Management
Kansas
$68.7M +$13.9M +531,698 +25%
HighTower Advisors
8
HighTower Advisors
Illinois
$67.2M +$14.2M +544,077 +27%
KF
9
Krilogy Financial
Missouri
$55.6M +$18.4M +703,231 +49%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$54.5M +$19.8M +758,037 +56%
TA
11
TruWealth Advisors
Louisiana
$46.9M +$47.3M +1,808,437 New
FWP
12
Falcon Wealth Planning
California
$41.6M +$18.2M +694,092 +76%
IAA
13
Independent Advisor Alliance
North Carolina
$36.1M +$36.4M +1,392,887 New
FIC
14
Family Investment Center
Missouri
$35.4M +$2.73M +104,271 +8%
HIP
15
HUB Investment Partners
Texas
$28.4M +$2.85M +109,073 +11%
JF
16
JSF Financial
California
$28.1M +$28.4M +1,084,171 New
DWM
17
Dechtman Wealth Management
Colorado
$27M +$21.2M +810,537 +348%
WWA
18
WCG Wealth Advisors
Nevada
$25.7M +$2.56M +97,738 +11%
Wells Fargo
19
Wells Fargo
California
$24.7M -$352K -13,449 -1%
BFG
20
Berger Financial Group
Minnesota
$24.1M +$319K +12,211 +1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$24.1M +$20.6M +787,710 +559%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$24M +$9.43M +360,607 +64%
DWM
23
Dynasty Wealth Management
Florida
$23.9M +$24.1M +922,589 New
JP Morgan Chase
24
JP Morgan Chase
New York
$23.9M +$23.3M +891,440 +2,974%
SWP
25
Sagespring Wealth Partners
Tennessee
$23.6M +$23.8M +908,663 New