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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
326
Benjamin Edwards Inc
Missouri
$438K +$179K +3,415 +70%
SHA
327
Seneca House Advisors
Virginia
$416K -$1.05M -20,125 -72%
LWA
328
Lineweaver Wealth Advisors
Ohio
$415K +$413K +7,886 New
CCFM
329
Clear Creek Financial Management
Washington
$409K -$22.9K -437 -5%
VIM
330
Vista Investment Management
Pennsylvania
$399K – – –
RT
331
Rockland Trust
Massachusetts
$394K – – –
ACS
332
Archford Capital Strategies
Illinois
$394K – – –
CAM
333
Cozad Asset Management
Illinois
$392K +$9.95K +190 +3%
1WM
334
1900 Wealth Management
Texas
$391K +$20.9K +399 +6%
VNA
335
Valley National Advisers
Pennsylvania
$389K +$100K +1,918 +35%
SW
336
SteelPeak Wealth
California
$389K – – –
AF
337
Advisornet Financial
Minnesota
$387K +$51.4K +982 +15%
HI
338
Harbour Investments
Wisconsin
$385K +$62.1K +1,185 +19%
SRC
339
Shufro Rose & Co
New York
$381K +$379K +7,234 New
OWA
340
OakTrust Wealth Advisors
Connecticut
$374K +$166K +3,164 +80%
VPF
341
Vantage Point Financial
Illinois
$374K +$20.2K +385 +6%
ATPW
342
Ashton Thomas Private Wealth
Arizona
$370K -$413K -7,891 -53%
DADC
343
D.A. Davidson & Co
Montana
$364K +$733 +14 +0.2%
ALA
344
Atlas Legacy Advisors
California
$362K -$16K -306 -4%
JMNC
345
J. Mark Nickell & Co
Tennessee
$362K +$14.8K +282 +4%
BW
346
BIP Wealth
Georgia
$361K +$44.2K +844 +14%
PWG
347
Private Wealth Group
Florida
$346K +$62.5K +1,193 +22%
CFA
348
Cahill Financial Advisors
Minnesota
$344K – – –
QCM
349
Quantinno Capital Management
New York
$342K -$5.87K -112 -2%
AO
350
Advisor OS
Illinois
$332K +$78.7K +1,503 +31%
12 13
14
15 16