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PIMCO Multi Sector Bond Active ETF
PYLD

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$239M +$155M +5,913,183 +186%
LPL Financial
2
LPL Financial
California
$153M +$44.3M +1,691,854 +41%
Morgan Stanley
3
Morgan Stanley
New York
$144M +$60.4M +2,307,239 +73%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$118M +$18.9M +722,451 +19%
HighTower Advisors
5
HighTower Advisors
Illinois
$107M +$38.3M +1,463,026 +56%
SFA
6
Sequoia Financial Advisors
Ohio
$93.7M +$14.9M +570,359 +19%
NA
7
NewEdge Advisors
Louisiana
$88.1M +$17.7M +676,475 +25%
AWM
8
AE Wealth Management
Kansas
$83.5M +$13.5M +514,758 +19%
GFG
9
GR Financial Group
Arizona
$83.3M +$82.7M +3,161,261 New
AWMS
10
Advocacy Wealth Management Services
Georgia
$79.3M +$75.9M +2,899,903 +2,605%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$65.9M +$10.4M +398,218 +19%
KF
12
Krilogy Financial
Missouri
$63.9M +$7.28M +278,295 +13%
TA
13
TruWealth Advisors
Louisiana
$62.6M +$14.9M +568,101 +31%
ACM
14
Advance Capital Management
Michigan
$49.9M +$49.5M +1,892,825 New
FFA
15
Fragasso Financial Advisors
Pennsylvania
$48.7M +$48.4M +1,848,865 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$46.8M +$22.2M +848,058 +91%
AWM
17
Apollon Wealth Management
South Carolina
$46.1M +$45.8M +1,748,474 New
FWP
18
Falcon Wealth Planning
California
$45.9M +$3.66M +140,017 +9%
FIC
19
Family Investment Center
Missouri
$43.1M +$7.12M +272,010 +20%
Raymond James Financial
20
Raymond James Financial
Florida
$41.7M +$29M +1,106,091 +232%
ACP
21
Aveo Capital Partners
Colorado
$37.6M +$16.8M +642,274 +80%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$37.5M +$16.1M +614,777 +76%
BWG
23
Beta Wealth Group
California
$37.4M +$32.4M +1,236,273 +670%
SIM
24
Stratos Investment Management
Ohio
$36.5M +$36.3M +1,385,347 New
UBS Group
25
UBS Group
Switzerland
$35.2M +$12.9M +492,206 +58%
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