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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$218M +$23.5M +448,607 +12%
Morgan Stanley
2
Morgan Stanley
New York
$196M +$9.93M +189,588 +5%
Wells Fargo
3
Wells Fargo
California
$148M +$17M +324,844 +13%
LPL Financial
4
LPL Financial
California
$132M +$14.2M +270,237 +12%
WWA
5
WCG Wealth Advisors
Nevada
$71.5M +$20.8M +396,852 +41%
JP Morgan Chase
6
JP Morgan Chase
New York
$59.1M +$864K +16,502 +1%
Raymond James Financial
7
Raymond James Financial
Florida
$49.2M +$9.67M +184,669 +25%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$47.2M -$639K -12,199 -1%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$44.9M +$3.37M +64,362 +8%
UBS Group
10
UBS Group
Switzerland
$40.1M +$2.85M +54,369 +8%
HighTower Advisors
11
HighTower Advisors
Illinois
$36.8M +$3.87M +73,897 +12%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$34.5M +$2.14M +40,916 +7%
SFGP
13
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$33M +$1.02M +19,458 +3%
NA
14
NewEdge Advisors
Louisiana
$31.3M +$4.39M +83,823 +16%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$30.1M +$29.8M +569,921 +28,784%
DWM
16
Dynasty Wealth Management
Florida
$28.8M -$2.38M -45,501 -8%
MW
17
MBL Wealth
North Carolina
$26.6M +$1.54M +29,485 +6%
Stifel Financial
18
Stifel Financial
Missouri
$26M +$3.45M +65,872 +15%
LFG
19
Larson Financial Group
Missouri
$25.7M +$4.08M +77,831 +19%
CAL
20
Capital Analysts LLC
Pennsylvania
$24M +$1.36M +25,933 +6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$22M +$3.31M +63,139 +18%
Osaic Holdings
22
Osaic Holdings
Arizona
$21.7M +$6.91M +131,934 +47%
QWP
23
Quotient Wealth Partners
Texas
$20.1M +$1.95M +37,170 +11%
RMDI
24
R.M. Davis Inc
Maine
$19.7M +$2.14M +40,908 +12%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$19.7M +$5.74M +109,519 +41%