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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
CarsonAllaria Wealth Management
Illinois
$4.1M +$215K +4,217 +6%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$4.03M +$3.89M +76,345 New
OWA
53
Opal Wealth Advisors
New York
$4.02M +$1.58M +30,954 +68%
OIA
54
Optimum Investment Advisors
Illinois
$3.97M +$3.83M +75,223 New
BWM
55
BCS Wealth Management
Tennessee
$3.87M +$431K +8,463 +13%
FIBT
56
First International Bank & Trust
North Dakota
$3.83M -$312K -6,128 -8%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$3.82M +$477K +9,373 +15%
BWM
58
Biltmore Wealth Management
Arizona
$3.8M -$11.1M -218,204 -75%
CCM
59
Condor Capital Management
New Jersey
$3.69M +$3.56M +69,903 New
EWM
60
Executive Wealth Management
Michigan
$3.51M -$1.59M -31,243 -32%
LFA
61
Legacy Financial Advisors
Kentucky
$3.45M +$3.33M +65,367 New
FM
62
Foster & Motley
Ohio
$3.45M -$137K -2,685 -4%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$3.35M -$86.2K -1,693 -3%
TCM
64
TD Capital Management
Tennessee
$3.27M +$345K +6,774 +12%
NA
65
NewEdge Advisors
Louisiana
$3.17M +$231K +4,541 +8%
Financial Engines Advisors
66
Financial Engines Advisors
California
$2.95M -$431K -8,468 -13%
SAG
67
SageView Advisory Group
California
$2.89M -$2.93M -57,534 Closed
EFL
68
ERn Financial LLC
Wisconsin
$2.73M -$9.47K -186 -0.4%
AFO
69
Arrowroot Family Office
California
$2.71M +$4.63K +91 +0.2%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$2.7M +$1.28M +25,181 +97%
RMDI
71
R.M. Davis Inc
Maine
$2.67M -$29.3K -575 -1%
SRB
72
Shotwell Rutter Baer
Michigan
$2.67M +$2.58M +50,596 New
PAG
73
Paladin Advisory Group
Iowa
$2.66M -$118K -2,327 -4%
PFG
74
PAX Financial Group
Texas
$2.61M +$2.02M +39,776 +398%
IWA
75
Inspirion Wealth Advisors
Illinois
$2.52M +$204K +4,000 +9%