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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BFC
251
Bedel Financial Consulting
Indiana
$678K
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$663K -$37.3K -711 -5%
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$653K -$49.1K -935 -7%
CIR
254
Clear Investment Research
Georgia
$651K +$525 +10 +0.1%
AIM
255
Anchor Investment Management
South Carolina
$651K
BI
256
Beckerman Institutional
New Jersey
$642K +$268K +5,097 +71%
MWM
257
Mission Wealth Management
California
$638K -$138K -2,634 -18%
MA
258
Montag & Associates
Georgia
$632K +$631K +12,025 New
ZF
259
Zhang Financial
Michigan
$627K +$628K +11,961 New
First Trust Advisors
260
First Trust Advisors
Illinois
$622K -$2.89K -55 -0.5%
FFN
261
Focus Financial Network
Minnesota
$612K +$1.73K +33 +0.3%
KCM
262
Kendall Capital Management
Maryland
$608K
AssetMark Inc
263
AssetMark Inc
California
$605K +$428K +8,162 +242%
TIM
264
Tortoise Investment Management
New York
$597K
FD
265
Financial Designs
California
$595K
CCA
266
Cora Capital Advisors
New Jersey
$594K
NL
267
NWAM LLC
Washington
$592K -$6.82K -130 -1%
RFPS
268
Reality Financial Planning Services
Florida
$590K +$591K +11,259 New
LFAS
269
Level Four Advisory Services
Texas
$586K +$53.7K +1,022 +10%
SCA
270
STALEY CAPITAL ADVISERS
Pennsylvania
$577K
SNBOSCI
271
Security National Bank of Sioux City Iowa
Iowa
$566K
BPFA
272
Barnes Pettey Financial Advisors
Mississippi
$548K +$549K +10,458 New
APA
273
Astoria Portfolio Advisors
New York
$547K -$249K -4,751 -32%
HWM
274
Howard Wealth Management
Connecticut
$545K +$75.8K +1,443 +16%
FF
275
Friday Financial
Iowa
$539K +$251K +4,772 +87%