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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
76
Integrated Wealth Concepts
Massachusetts
$305K -$20.4K -371 -6%
PCMC
77
Paragon Capital Management (Colorado)
Colorado
$297K
CWS
78
Cypress Wealth Services
California
$289K
OFG
79
Oxford Financial Group
Indiana
$287K
VC
80
Vicus Capital
Pennsylvania
$287K +$329 +6 +0.1%
CCM
81
Coldstream Capital Management
Washington
$283K +$49.3K +899 +21%
LCM
82
Leisure Capital Management
California
$275K
BFEC
83
Benjamin F. Edwards & Company
Missouri
$275K +$93.3K +1,700 +52%
BFA
84
Beacon Financial Advisory
Ohio
$274K +$494 +9 +0.2%
TIM
85
Tortoise Investment Management
New York
$273K +$269K +4,910 New
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$260K +$1.04K +19 +0.4%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$251K
CAN
88
Cetera Advisor Networks
California
$250K
BWM
89
BerganKDV Wealth Management
Minnesota
$237K +$23.5K +429 +11%
JF
90
JSF Financial
California
$223K
GIA
91
Gladstone Institutional Advisory
Florida
$217K
WMA
92
Wealth Management Associates
New Jersey
$212K +$209K +3,815 New
ACP
93
Aveo Capital Partners
Colorado
$212K +$209K +3,815 New
EWM
94
Endurance Wealth Management
Rhode Island
$211K +$208K +3,800 New
FFA
95
Fragasso Financial Advisors
Pennsylvania
$203K +$197K +3,590 New
CA
96
Claro Advisors
Massachusetts
$200K +$198K +3,600 New
GWM
97
Geneos Wealth Management
Colorado
$180K
FM
98
Family Management
New York
$156K
HNB
99
Huntington National Bank
Ohio
$124K
CAL
100
Capital Analysts LLC
Pennsylvania
$92K +$494 +9 +0.5%