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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
276
Cahill Financial Advisors
Minnesota
$336K – – –
GI
277
Gradient Investments
Minnesota
$335K +$30.2K +591 +10%
BFA
278
Bragg Financial Advisors
North Carolina
$335K +$333K +6,522 New
NG
279
Novem Group
New York
$331K -$75.6K -1,482 -19%
CPA
280
Clear Point Advisors
New York
$327K -$28.8K -565 -8%
AF
281
Advisornet Financial
Minnesota
$327K +$182K +3,574 +128%
WAP
282
Wealthcare Advisory Partners
Pennsylvania
$327K +$9.19K +180 +3%
CB
283
Commerce Bank
Missouri
$321K – – –
BI
284
Beckerman Institutional
New Jersey
$317K +$315K +6,173 New
BB
285
Burford Brothers
Texas
$316K – – –
NC
286
NewSquare Capital
Pennsylvania
$312K +$8.47K +166 +3%
VIM
287
Vista Investment Management
Pennsylvania
$309K – – –
BFF
288
Byrne Financial Freedom
Massachusetts
$306K – – –
MFC
289
Morris Financial Concepts
South Carolina
$300K +$168K +3,283 +128%
GWM
290
Geneos Wealth Management
Colorado
$299K -$70.2K -1,375 -19%
MFS
291
McNamara Financial Services
Massachusetts
$298K -$6.53K -128 -2%
AAS
292
Ameritas Advisory Services
Nebraska
$294K -$166K -3,262 -36%
SWM
293
Seaside Wealth Management
California
$294K +$33.6K +659 +13%
HKIMG
294
Hutchens & Kramer Investment Management Group
Indiana
$291K +$31.2K +612 +12%
DADC
295
D.A. Davidson & Co
Montana
$291K -$8.52K -167 -3%
RA
296
RFG Advisory
Alabama
$288K +$287K +5,615 New
HI
297
Harbour Investments
Wisconsin
$285K +$72K +1,411 +34%
PFA
298
Professional Financial Advisors
Nebraska
$284K +$510 +10 +0.2%
FF
299
Friday Financial
Iowa
$283K – – –
CAM
300
Clark Asset Management
New Hampshire
$281K – – –
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