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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
26
Tortoise Investment Management
New York
$717K +$296K +5,550 +68%
WP
27
WealthSource Partners
California
$649K +$661K +12,386 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$641K +$587 +11 +0.1%
MMA
29
Miracle Mile Advisors
California
$613K
KLI
30
Kelman-Lazarov Inc
Tennessee
$591K
Creative Planning
31
Creative Planning
Kansas
$539K +$80.3K +1,506 +17%
PG
32
Patten Group
Tennessee
$512K
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$498K +$507K +9,500 New
AG
34
Advisor Group
Arizona
$442K +$47.4K +889 +12%
WI
35
Wintrust Investments
Illinois
$423K +$68.2K +1,278 +19%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$406K -$427 -8 -0.1%
OAM
37
Occidental Asset Management
California
$362K +$368K +6,900 New
JP Morgan Chase
38
JP Morgan Chase
New York
$341K -$156K -2,922 -31%
CWM
39
Cabot Wealth Management
Massachusetts
$341K -$23.7K -445 -6%
HNB
40
Huntington National Bank
Ohio
$323K -$7.09K -133 -2%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$323K +$134K +2,503 +68%
ONB
42
Old National Bancorp
Indiana
$313K -$8K -150 -2%
HH
43
Hilltop Holdings
Texas
$292K
OFG
44
Oxford Financial Group
Indiana
$270K +$275K +5,160 New
MC
45
Moors & Cabot
Massachusetts
$257K -$135K -2,537 -34%
BCI
46
Brinker Capital Investments
Pennsylvania
$242K -$31.7K -595 -11%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$229K +$103K +1,940 +80%
TSS
48
Two Sigma Securities
New York
$229K +$233K +4,362 New
Baird Financial Group
49
Baird Financial Group
Wisconsin
$225K
CCP
50
Corient Capital Partners
California
$221K