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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
251
Discipline Wealth Solutions
South Carolina
$355K -$7.57K -146 -2%
MFG
252
Merit Financial Group
Georgia
$345K +$347K +6,686 New
SA
253
Sunesis Advisors
Kansas
$342K – – –
CFA
254
Cahill Financial Advisors
Minnesota
$337K – – –
CB
255
Commerce Bank
Missouri
$323K – – –
WAP
256
Wealthcare Advisory Partners
Pennsylvania
$318K – – –
BB
257
Burford Brothers
Texas
$317K +$319K +6,149 New
ALA
258
Atlas Legacy Advisors
California
$317K -$86K -1,659 -21%
GF
259
GGM Financials
Ohio
$315K +$18.7K +361 +6%
VIM
260
Vista Investment Management
Pennsylvania
$310K – – –
SCA
261
STALEY CAPITAL ADVISERS
Pennsylvania
$309K +$311K +6,000 New
BFF
262
Byrne Financial Freedom
Massachusetts
$307K – – –
GI
263
Gradient Investments
Minnesota
$306K +$20.9K +402 +7%
MFS
264
McNamara Financial Services
Massachusetts
$306K +$12.5K +241 +4%
SMH
265
Sanders Morris Harris
Texas
$305K – – –
NC
266
NewSquare Capital
Pennsylvania
$305K +$307K +5,912 New
DADC
267
D.A. Davidson & Co
Montana
$300K -$3.27K -63 -1%
FAIM
268
Financial Advocates Investment Management
Washington
$286K -$27.2K -524 -9%
PFA
269
Professional Financial Advisors
Nebraska
$285K +$2.33K +45 +0.8%
FF
270
Friday Financial
Iowa
$284K – – –
CAM
271
Clark Asset Management
New Hampshire
$282K +$284K +5,470 New
SS
272
Sunbelt Securities
Texas
$280K -$58.1K -1,121 -17%
BFA
273
Beaumont Financial Advisors
Massachusetts
$280K – – –
MAM
274
Milestone Asset Management
Pennsylvania
$273K – – –
ASN
275
Advisory Services Network
Georgia
$272K +$2.65K +51 +1%
9 10
11
12 13