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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
APA
51
American Portfolios Advisors
New York
$410K +$52.3K +949 +15%
RJA
52
Raymond James & Associates
Florida
$408K -$37.4K -678 -8%
Citigroup
53
Citigroup
New York
$386K +$77.2K +1,400 +25%
CCM
54
Coldstream Capital Management
Washington
$374K -$14K -253 -4%
KLI
55
Kelman-Lazarov Inc
Tennessee
$357K -$59.8K -1,085 -14%
CRWM
56
Castle Rock Wealth Management
California
$350K +$22.3K +404 +7%
SEIA
57
Signature Estate & Investment Advisors
California
$340K +$61K +1,106 +22%
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$319K
WSTAM
59
Wilbanks Smith & Thomas Asset Management
Virginia
$308K
CCP
60
Corient Capital Partners
California
$307K
PCMC
61
Paragon Capital Management (Colorado)
Colorado
$295K
CWS
62
Cypress Wealth Services
California
$286K
OFG
63
Oxford Financial Group
Indiana
$285K
VC
64
Vicus Capital
Pennsylvania
$284K +$386 +7 +0.1%
BRWM
65
B. Riley Wealth Management
Tennessee
$281K
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$276K +$261K +4,725 +1,718%
BFA
67
Beacon Financial Advisory
Ohio
$270K +$270K +4,900 New
Luther King Capital Management (LKCM)
68
Luther King Capital Management (LKCM)
Texas
$267K
OCM
69
One Capital Management
California
$258K
Baird Financial Group
70
Baird Financial Group
Wisconsin
$249K
CAN
71
Cetera Advisor Networks
California
$249K +$248K +4,500 New
RMDI
72
R.M. Davis Inc
Maine
$233K +$11.9K +215 +5%
BWM
73
BerganKDV Wealth Management
Minnesota
$226K +$19.1K +346 +9%
JF
74
JSF Financial
California
$221K
BCA
75
Bay Colony Advisors
Massachusetts
$215K -$51.9K -941 -20%