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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KLI
26
Kelman-Lazarov Inc
Tennessee
$665K -$92.9K -1,700 -12%
MMA
27
Miracle Mile Advisors
California
$643K
RJFSA
28
Raymond James Financial Services Advisors
Florida
$616K
PG
29
Patten Group
Tennessee
$537K
Creative Planning
30
Creative Planning
Kansas
$450K +$16.6K +303 +4%
AG
31
Advisor Group
Arizona
$423K +$421K +7,701 New
CWM
32
Cabot Wealth Management
Massachusetts
$398K -$12.3K -226 -3%
JP Morgan Chase
33
JP Morgan Chase
New York
$361K +$46.4K +850 +15%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$355K +$73.1K +1,338 +26%
TIM
35
Tortoise Investment Management
New York
$348K
FBNAT
36
FirstMerit Bank N.A. Trustee
Ohio
$347K
ONB
37
Old National Bancorp
Indiana
$337K
PCMC
38
Paragon Capital Management (Colorado)
Colorado
$330K
TW
39
Transform Wealth
Colorado
$309K +$306K +5,600 New
HH
40
Hilltop Holdings
Texas
$307K
PAG
41
Pinnacle Advisory Group
Maryland
$304K -$9.07K -166 -3%
MC
42
Moors & Cabot
Massachusetts
$297K +$21.5K +393 +8%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$237K
EFS
44
Essex Financial Services
Connecticut
$220K +$218K +4,000 New
WCF
45
West Coast Financial
California
$207K +$205K +3,750 New
Luther King Capital Management (LKCM)
46
Luther King Capital Management (LKCM)
Texas
$206K +$204K +3,735 New
ATC
47
Argent Trust Co
Tennessee
$205K
MFS
48
MSI Financial Services
Massachusetts
$154K -$212K -3,880 -58%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$147K -$6.12K -112 -4%
AIM
50
Anchor Investment Management
South Carolina
$55.1K