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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Name Holding Trade Value Shares
Change 		Change in
Stake
AFO
51
Arrowroot Family Office
California
$2.91M -$46.7K -900 -2%
EFL
52
ERn Financial LLC
Wisconsin
$2.71M +$18.7K +360 +0.7%
PAG
53
Paladin Advisory Group
Iowa
$2.69M +$26.5K +510 +1%
CAL
54
Capital Analysts LLC
Pennsylvania
$2.64M +$20K +385 +0.8%
RMDI
55
R.M. Davis Inc
Maine
$2.58M -$24.7K -475 -0.9%
CWM
56
Cornerstone Wealth Management
Missouri
$2.51M +$85.1K +1,640 +3%
VPP
57
Vertex Planning Partners
Illinois
$2.48M +$1.72M +33,147 +227%
RT
58
Rockland Trust
Massachusetts
$2.46M +$67.4K +1,299 +3%
SI
59
Saxon Interests
Texas
$2.43M -$49.5K -953 -2%
HDIM
60
Hanson & Doremus Investment Management
Vermont
$2.37M +$5.14K +99 +0.2%
OWA
61
Opal Wealth Advisors
New York
$2.35M – – –
BFG
62
Bleakley Financial Group
New Jersey
$2.32M +$127K +2,438 +6%
SS
63
Simplicity Solutions
Minnesota
$2.32M +$127K +2,438 +6%
EWM
64
Executive Wealth Management
Michigan
$2.28M +$367K +7,064 +19%
KIG
65
Kowal Investment Group
Wisconsin
$2.27M -$240K -4,630 -10%
IWA
66
Inspirion Wealth Advisors
Illinois
$2.27M +$38.9K +750 +2%
ML
67
McAdam LLC
Pennsylvania
$2.05M +$4.26K +82 +0.2%
BCG
68
Breakwater Capital Group
New Jersey
$1.95M +$748K +14,416 +62%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$1.93M -$416K -8,010 -18%
WIM
70
Westside Investment Management
California
$1.92M -$41.5K -800 -2%
PWMG
71
Prestige Wealth Management Group
New Jersey
$1.88M -$109K -2,106 -5%
PA
72
Procyon Advisors
Connecticut
$1.8M +$34.5K +665 +2%
ACP
73
Aviance Capital Partners
Florida
$1.8M -$194K -3,728 -10%
PI
74
PFS Investments
Georgia
$1.69M -$83.2K -1,602 -5%
VNA
75
Valley National Advisers
Pennsylvania
$1.68M -$7.32K -141 -0.4%
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