We are live on ! Find out more
MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KLI
26
Kelman-Lazarov Inc
Tennessee
$617K -$44K -800 -7%
PG
27
Patten Group
Tennessee
$530K
JP Morgan Chase
28
JP Morgan Chase
New York
$517K +$158K +2,873 +44%
Creative Planning
29
Creative Planning
Kansas
$482K +$34K +618 +8%
TIM
30
Tortoise Investment Management
New York
$446K +$99.8K +1,815 +29%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$426K +$72.1K +1,312 +20%
AG
32
Advisor Group
Arizona
$413K -$8.47K -154 -2%
MC
33
Moors & Cabot
Massachusetts
$408K +$112K +2,039 +38%
CWM
34
Cabot Wealth Management
Massachusetts
$381K -$15.1K -274 -4%
WI
35
Wintrust Investments
Illinois
$373K +$66.8K +1,214 +22%
VKH
36
Virtu KCG Holdings
New York
$354K +$355K +6,461 New
HNB
37
Huntington National Bank
Ohio
$345K +$346K +6,292 New
ONB
38
Old National Bancorp
Indiana
$336K
PCMC
39
Paragon Capital Management (Colorado)
Colorado
$328K
TW
40
Transform Wealth
Colorado
$307K
HH
41
Hilltop Holdings
Texas
$306K
PAG
42
Pinnacle Advisory Group
Maryland
$300K
BCI
43
Brinker Capital Investments
Pennsylvania
$285K +$233K +4,238 +439%
BWM
44
BerganKDV Wealth Management
Minnesota
$262K -$548K -9,962 -68%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$236K
CCP
46
Corient Capital Partners
California
$231K +$231K +4,209 New
EFS
47
Essex Financial Services
Connecticut
$219K
WCF
48
West Coast Financial
California
$206K
Luther King Capital Management (LKCM)
49
Luther King Capital Management (LKCM)
Texas
$205K
ATC
50
Argent Trust Co
Tennessee
$204K