PIMCO ETF TR

Ticker: MINO CUSIP: 72201R635 Class: MUNI INCOME OPP

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
LPL Financial LLC932,953$42,281
Cardinal Point Capital Management, ULC555,458$25,257
CWM, LLC534,744$24
GREAT VALLEY ADVISOR GROUP, INC.473,091$21,441
Focus Partners Wealth289,744$13,131
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC240,145$10,923
OSAIC HOLDINGS, INC.219,065$9,929
ENVESTNET ASSET MANAGEMENT INC212,133$9,614
NewEdge Advisors, LLC203,572$9,226
TRUIST FINANCIAL CORP172,803$7,831
CARY STREET PARTNERS FINANCIAL LLC165,297$7,491
COMMONWEALTH EQUITY SERVICES, LLC164,841$7,471
RAYMOND JAMES FINANCIAL INC154,865$7,018
CarsonAllaria Wealth Management, Ltd.154,057$6,982
GeoWealth Management, LLC147,381$6,679
Asio Capital, LLC145,120$6,599
Bridgewealth Advisory Group, LLC132,772$6,017
SITTNER & NELSON, LLC105,239$4,806
Clarity Asset Management, Inc.95,581$4,332
BCS Wealth Management82,922$3,758
SEVEN MILE ADVISORY80,218$3,635
Paulson Wealth Management Inc.78,272$3,547
Tortoise Investment Management, LLC72,270$3,275
Visionary Wealth Advisors69,212$3,137
AssuredPartners Investment Advisors, LLC68,327$3,097
Cambridge Investment Research Advisors, Inc.66,230$3
Sprinkle Financial Consultants LLC63,293$2,868
Cetera Investment Advisers62,603$2,837
JANE STREET GROUP, LLC58,668$2,659
Waterway Wealth Management, LLC53,448$2,422
Evergreen Wealth Partners LLC52,773$2,392
Dakota Wealth Management52,063$2,359
HighTower Advisors, LLC49,788$2,256
Laurel Wealth Planning LLC49,249$2,232
PAX Financial Group, LLC47,946$2,173
Arrowroot Family Office, LLC47,314$2,144
MML INVESTORS SERVICES, LLC47,289$2,143
Quadcap Wealth Management, LLC43,785$1,961
Able Wealth Management LLC43,082$1,952
Mason & Associates, LLC42,296$1,917
Wayfinding Financial, LLC41,399$2
STIFEL FINANCIAL CORP40,922$1,855
Integrity Wealth Solutions LLC38,497$1,745
VIAWEALTH, LLC37,688$1,708
Sterling Investment Advisors, Ltd.37,015$1,678
ROYAL BANK OF CANADA33,340$1,511
CreativeOne Wealth, LLC32,458$1,471
Econ Financial Services Corp29,458$1,335
Destiny Wealth Partners, LLC28,893$1,317
Freedom Investment Management, Inc.28,646$1,298
LiftPoint Family Wealth Advisors LLC26,853$1,217
Elequin Capital, LP26,579$1,205
ProVise Management Group, LLC26,424$1,198
WealthShield Partners, LLC23,788$1,078
Trademark Financial Management, LLC23,443$1,062
Park Capital Management, LLC / WI23,168$1,050
Summit Investment Advisory Services, LLC22,922$1,039
Waverly Advisors, LLC22,134$1,003
ORG Partners LLC21,857$991
Private Advisor Group, LLC21,615$980
&PARTNERS21,133$958
RFG Advisory, LLC20,865$946
Landmark Wealth Management, LLC20,511$930
SB Capital Management Inc20,220$916
High Net Worth Advisory Group LLC20,000$906
Global Retirement Partners, LLC17,309$784
BAM Wealth Management, LLC16,764$760
Kelman-Lazarov, Inc.16,697$757
Brinker Capital Investments, LLC16,455$746
Beckerman Institutional, LLC15,787$715
GOLDMAN SACHS GROUP INC15,263$692
DAHRING | CUSMANO LLC15,193$689
Stratos Wealth Partners, LTD.13,550$614
Barnes Wealth Management Group, Inc12,937$586
Mayfair Advisory Group, LLC12,700$576
WETZEL INVESTMENT ADVISORS, INC.12,000$544
Pure Financial Advisors, LLC11,950$542
Golden State Equity Partners11,716$531
TrueWealth Advisors, LLC11,430$518
Farther Finance Advisors, LLC10,922$495
Janney Montgomery Scott LLC10,076$0
TECTONIC ADVISORS LLC10,000$453
Steward Partners Investment Advisory, LLC9,850$446
MORGAN STANLEY9,535$432
Advisor Resource Council9,415$429
AVAII WEALTH MANAGEMENT, LLC8,792$398
Sanctuary Advisors, LLC8,600$390
Mutual Advisors, LLC8,516$386
SUSQUEHANNA INTERNATIONAL GROUP, LLP8,505$385
Premier Path Wealth Partners, LLC8,386$380
Mariner, LLC8,226$373
Delta Investment Management, LLC8,194$371
Clear Point Advisors Inc.7,778$353
Cornerstone Wealth Management, LLC7,581$344
Envestnet Portfolio Solutions, Inc.7,353$333
Advisory Services Network, LLC7,183$326
Betterment LLC7,069$0
Perigon Wealth Management, LLC7,006$318
DAVENPORT & Co LLC6,950$315
Capital Analysts, LLC6,847$0
37 other institutions125,655$5,699
Total (137 institutions)7,521,927$310,898