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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cabot Wealth Management
Massachusetts
$212K
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$212K +$827 +15 +0.4%
CCM
78
Cutler Capital Management
Massachusetts
$210K +$210K +3,800 New
BAM
79
Belpointe Asset Management
Nevada
$201K +$201K +3,642 New
FM
80
Family Management
New York
$185K
GWM
81
Geneos Wealth Management
Colorado
$178K +$35.8K +650 +25%
IFWM
82
Institute for Wealth Management
Colorado
$171K +$171K +3,100 New
TIM
83
Tortoise Investment Management
New York
$160K +$160K +2,900 New
BFEC
84
Benjamin F. Edwards & Company
Missouri
$141K +$95.1K +1,725 +209%
HNB
85
Huntington National Bank
Ohio
$132K
TCWM
86
Total Clarity Wealth Management
Illinois
$102K +$102K +1,850 New
NFG
87
Next Financial Group
Texas
$98K -$21.1K -382 -18%
CAL
88
Capital Analysts LLC
Pennsylvania
$90K +$552 +10 +0.6%
AA
89
AlphaMark Advisors
Kentucky
$50K
CCM
90
Covington Capital Management
California
$44K
SFS
91
Sowell Financial Services
Arkansas
$35K -$7.61K -138 -18%
TF
92
TimeScale Financial
Massachusetts
$32K
WTC
93
WhitTier Trust Company
Nevada
$28K +$27.6K +501 New
BCWM
94
Bartlett & Co Wealth Management
Ohio
$24.9K
BAM
95
Barrett Asset Management
New York
$22K
PCG
96
Private Capital Group
Connecticut
$15K
SCA
97
Stonebridge Capital Advisors
Minnesota
$14K
WEC
98
Winslow Evans & Crocker
Massachusetts
$12K +$11K +200 New
CIAS
99
Capital Investment Advisory Services
North Carolina
$11K +$11K +200 New
Allianz Asset Management
100
Allianz Asset Management
Germany
$8K +$8.38K +152 New