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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.54M +$513K +9,307 +50%
Creative Planning
27
Creative Planning
Kansas
$1.51M -$354K -6,415 -19%
RPGK
28
Retirement Planning Group (Kansas)
Kansas
$1.48M +$36.1K +654 +3%
IWA
29
Independence Wealth Advisors
Virginia
$1.42M +$111K +2,015 +9%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.41M +$1.41M +25,573 New
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.2M +$7.56K +137 +0.6%
AG
32
Advisor Group
Arizona
$1.15M -$14.8K -268 -1%
OAM
33
Occidental Asset Management
California
$1.13M +$19.9K +360 +2%
First Trust Advisors
34
First Trust Advisors
Illinois
$1.12M -$104K -1,891 -9%
NDSI
35
Newman Dignan & Sheerar Inc
Rhode Island
$941K +$4.25K +77 +0.5%
PG
36
Patten Group
Tennessee
$911K +$291K +5,270 +47%
EI
37
Ethic Inc
New York
$895K +$895K +16,222 New
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$879K +$876K +15,880 New
AF
39
Advisornet Financial
Minnesota
$793K +$3.75K +68 +0.5%
IWC
40
Integrated Wealth Concepts
Massachusetts
$724K +$209K +3,792 +41%
ATC
41
Argent Trust Co
Tennessee
$692K
PFS
42
Prospera Financial Services
Texas
$658K +$12.7K +230 +2%
Truist Financial
43
Truist Financial
North Carolina
$648K +$647K +11,740 New
AWM
44
Avondale Wealth Management
Texas
$646K +$193K +3,500 +43%
HDIM
45
Hanson & Doremus Investment Management
Vermont
$516K +$516K +9,348 New
AIM
46
Anchor Investment Management
South Carolina
$502K
LCM
47
Leisure Capital Management
California
$501K
Goldman Sachs
48
Goldman Sachs
New York
$468K +$55 +1 +0%
OPS
49
Orion Portfolio Solutions
Nebraska
$465K +$464K +8,421 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$454K +$126K +2,287 +38%