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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
51
Oxford Financial Group
Indiana
$271K
APA
52
American Portfolios Advisors
New York
$267K +$1.37K +26 +0.5%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$266K +$73K +1,383 +38%
Luther King Capital Management (LKCM)
54
Luther King Capital Management (LKCM)
Texas
$254K -$255K -4,835 Closed
Goldman Sachs
55
Goldman Sachs
New York
$253K +$317 +6 +0.1%
OCM
56
One Capital Management
California
$240K +$1.53K +29 +0.6%
CWM
57
Cabot Wealth Management
Massachusetts
$236K -$26.4K -500 -10%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$236K -$21.1K -400 -8%
HNB
59
Huntington National Bank
Ohio
$233K
CCP
60
Corient Capital Partners
California
$221K
PP
61
PagnatoKarp Partners
Virginia
$219K -$48.9K -927 -18%
BWM
62
BerganKDV Wealth Management
Minnesota
$199K -$62.7K -1,188 -24%
WC
63
Whitney & Co
New York
$130K
TNBTD
64
Trustmark National Bank Trust Department
Mississippi
$116K +$116K +2,200 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$78K +$78.4K +1,486 New
MCM
66
Mainstay Capital Management
Michigan
$55K
SWP
67
Stratos Wealth Partners
Ohio
$55K +$55.6K +1,054 New
AA
68
AlphaMark Advisors
Kentucky
$47K
JIR
69
James Investment Research
Ohio
$46K
CCM
70
Covington Capital Management
California
$42K
WT
71
Whittier Trust
California
$26K
BC
72
Bartlett & Co
Ohio
$24K
BCWM
73
Bartlett & Co Wealth Management
Ohio
$23.6K
BAM
74
Barrett Asset Management
New York
$16K +$15.8K +300 New
PCG
75
Private Capital Group
Connecticut
$14K