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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
51
Smart Money Group
Texas
$2.5M +$2.49M +48,023 New
SI
52
Saxon Interests
Texas
$2.5M +$7.53K +145 +0.3%
CWM
53
Cornerstone Wealth Management
Missouri
$2.45M +$2.43M +46,872 New
TCM
54
TD Capital Management
Tennessee
$2.44M +$47.8K +921 +2%
RT
55
Rockland Trust
Massachusetts
$2.41M -$408K -7,855 -15%
HDIM
56
Hanson & Doremus Investment Management
Vermont
$2.38M +$141K +2,724 +6%
OWA
57
Opal Wealth Advisors
New York
$2.37M -$1.31M -25,132 -36%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$2.36M -$2.46M -47,440 -51%
IWA
59
Inspirion Wealth Advisors
Illinois
$2.25M – – –
BFG
60
Bleakley Financial Group
New Jersey
$2.21M +$48.7K +938 +2%
SS
61
Simplicity Solutions
Minnesota
$2.21M +$2.19M +42,221 New
SFA
62
Sequoia Financial Advisors
Ohio
$2.09M +$1.02M +19,712 +97%
ML
63
McAdam LLC
Pennsylvania
$2.06M +$2.05M +39,512 New
VWA
64
Visionary Wealth Advisors
Illinois
$2.06M +$784K +15,089 +62%
MMA
65
Miracle Mile Advisors
California
$2.05M +$361K +6,960 +22%
ACP
66
Aviance Capital Partners
Florida
$2.01M -$6.96K -134 -0.3%
PWMG
67
Prestige Wealth Management Group
New Jersey
$2M +$52.8K +1,017 +3%
WIM
68
Westside Investment Management
California
$1.98M +$161K +3,100 +9%
EWM
69
Executive Wealth Management
Michigan
$1.93M +$108K +2,084 +6%
PI
70
PFS Investments
Georgia
$1.79M -$438K -8,439 -20%
PA
71
Procyon Advisors
Connecticut
$1.78M +$445K +8,569 +34%
VNA
72
Valley National Advisers
Pennsylvania
$1.69M -$98.6K -1,899 -6%
BWG
73
Beta Wealth Group
California
$1.69M +$1.68M +32,314 New
PG
74
Patten Group
Tennessee
$1.54M -$4.26K -82 -0.3%
VA
75
Valmark Advisers
Ohio
$1.52M – – –
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