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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
376
Commerce Bank
Missouri
$274K -$55.3K -1,055 -17%
PAG
377
Powers Advisory Group
Illinois
$274K +$1.68K +32 +0.6%
BFA
378
Bright Financial Advisors
Michigan
$270K -$42.5K -812 -14%
SWA
379
Stratos Wealth Advisors
Ohio
$269K -$943 -18 -0.4%
LKBC
380
L.K. Benson & Company
Maryland
$254K +$2.1K +40 +0.8%
DWM
381
DecisionMap Wealth Management
Virginia
$254K +$26.7K +509 +12%
SG
382
StoneX Group
New York
$251K -$995 -19 -0.4%
FCP
383
Fidelis Capital Partners
Florida
$250K – – –
BCWM
384
Bartlett & Co Wealth Management
Ohio
$249K – – –
GA
385
Goldstein Advisors
Wisconsin
$249K +$37.4K +714 +18%
IWM
386
IMG Wealth Management
Florida
$245K +$113K +2,154 +86%
LEA
387
Legacy Edge Advisors
New York
$244K -$6.81K -130 -3%
KFI
388
Key Financial Inc
Pennsylvania
$241K – – –
CCA
389
Cadent Capital Advisors
Oklahoma
$236K +$235K +4,490 New
SP
390
Stablepoint Partners
Massachusetts
$231K +$4.71K +90 +2%
RBC
391
Romano Brothers & Co
Illinois
$226K – – –
WAP
392
Wealthcare Advisory Partners
Pennsylvania
$222K +$221K +4,228 New
KWA
393
Kingswood Wealth Advisors
California
$221K – – –
SFS
394
Security Financial Services
Indiana
$219K -$225K -4,295 -51%
TPI
395
Trust Point Inc
Wisconsin
$218K +$217K +4,149 New
OC
396
Oarsman Capital
Wisconsin
$218K +$217K +4,149 New
MA
397
Montag & Associates
Georgia
$217K -$442K -8,442 -67%
EWP
398
Evergreen Wealth Partners
Montana
$216K +$1.78K +34 +0.8%
DWM
399
DeLarme Wealth Management
California
$214K – – –
MEG
400
Millstone Evans Group
Colorado
$210K – – –
14 15
16
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