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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Name Holding Trade Value Shares
Change 		Change in
Stake
ALA
326
Atlas Legacy Advisors
California
$375K -$3.27K -62 -0.9%
BDFN
327
Bond & Devick Financial Network
Minnesota
$374K – – –
1WM
328
1900 Wealth Management
Texas
$367K – – –
DWS
329
Discipline Wealth Solutions
South Carolina
$364K – – –
DADC
330
D.A. Davidson & Co
Montana
$360K +$35K +664 +11%
VPF
331
Vantage Point Financial
Illinois
$351K +$55.6K +1,054 +19%
QCM
332
Quantinno Capital Management
New York
$345K +$6.86K +130 +2%
JMNC
333
J. Mark Nickell & Co
Tennessee
$344K +$348K +6,595 New
FLPIM
334
F.L. Putnam Investment Management
Massachusetts
$342K -$2.21K -42 -0.6%
CFA
335
Cahill Financial Advisors
Minnesota
$341K – – –
SPC
336
Sigma Planning Corp
Michigan
$338K +$96.9K +1,838 +40%
AI
337
Atria Investments
North Carolina
$336K +$16.6K +314 +5%
AF
338
Advisornet Financial
Minnesota
$333K +$18.8K +357 +6%
CB
339
Commerce Bank
Missouri
$327K – – –
BB
340
Burford Brothers
Texas
$321K – – –
HI
341
Harbour Investments
Wisconsin
$321K -$7.38K -140 -2%
NAS
342
NWF Advisory Services
California
$315K +$2.58K +49 +0.8%
BW
343
BIP Wealth
Georgia
$314K +$5.01K +95 +2%
NC
344
NewSquare Capital
Pennsylvania
$314K +$12.7K +241 +4%
RWM
345
Ritholtz Wealth Management
New York
$313K +$316K +5,996 New
WAM
346
Worth Asset Management
Texas
$311K +$314K +5,960 New
BFF
347
Byrne Financial Freedom
Massachusetts
$311K – – –
BFA
348
Bright Financial Advisors
Michigan
$310K +$369 +7 +0.1%
PS
349
Principal Securities
Iowa
$308K +$311K +5,896 New
RSWA
350
Robinson Smith Wealth Advisors
Maine
$301K -$48.1K -913 -14%
12 13
14
15 16