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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
226
Silver Oak Securities
Tennessee
$452K -$44.5K -851 -9%
SPC
227
Sigma Planning Corp
Michigan
$436K -$12.8K -245 -3%
PWG
228
Private Wealth Group
Florida
$435K +$439K +8,405 New
CWG
229
Crown Wealth Group
North Carolina
$434K -$577K -11,044 -57%
HGA
230
Hobbs Group Advisors
South Carolina
$426K -$82.4K -1,577 -16%
VC
231
Vicus Capital
Pennsylvania
$423K +$7.31K +140 +2%
FAFN
232
First Affirmative Financial Network
Colorado
$422K +$21.4K +410 +5%
LEA
233
Legacy Edge Advisors
New York
$414K -$21.3K -408 -5%
CFP
234
Curran Financial Partners
South Carolina
$414K +$190K +3,631 +83%
MPW
235
Magnolia Private Wealth
Pennsylvania
$406K +$410K +7,845 New
ALA
236
Atlas Legacy Advisors
California
$404K +$408K +7,803 New
4WM
237
49 Wealth Management
Texas
$403K +$42.1K +805 +12%
DWM
238
DecisionMap Wealth Management
Virginia
$398K +$402K +7,697 New
CCFM
239
Clear Creek Financial Management
Washington
$393K +$522 +10 +0.1%
RFG
240
REAP Financial Group
Texas
$386K +$2.25K +43 +0.6%
AA
241
Armis Advisers
Georgia
$386K +$390K +7,456 New
BCA
242
Ballentine Capital Advisors
South Carolina
$379K -$130K -2,497 -25%
HWM
243
Howard Wealth Management
Connecticut
$378K +$36.1K +691 +10%
GWM
244
Geneos Wealth Management
Colorado
$376K +$27.5K +526 +8%
DC
245
Davenport & Co
Virginia
$373K +$36.6K +700 +11%
CPA
246
Clear Point Advisors
New York
$371K -$11.4K -219 -3%
EH
247
Equitable Holdings
New York
$365K +$52.2K +1,000 +17%
DWS
248
Discipline Wealth Solutions
South Carolina
$364K +$368K +7,039 New
1WM
249
1900 Wealth Management
Texas
$364K – – –
CB
250
Centennial Bank
Arkansas
$357K – – –
8 9
10
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