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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Name Holding Trade Value Shares
Change 		Change in
Stake
AFO
76
Arrowroot Family Office
California
$2.61M -$78.2K -1,488 -3%
RMDI
77
R.M. Davis Inc
Maine
$2.58M -$77.7K -1,480 -3%
IWA
78
Inspirion Wealth Advisors
Illinois
$2.46M -$39.4K -750 -2%
BWG
79
Beta Wealth Group
California
$2.45M -$1.74M -33,041 -41%
HDIM
80
Hanson & Doremus Investment Management
Vermont
$2.45M +$78.1K +1,487 +3%
SMG
81
Smart Money Group
Texas
$2.39M +$236K +4,485 +11%
IA
82
IAM Advisory
Pennsylvania
$2.32M +$1.45M +27,547 +165%
EFS
83
Econ Financial Services
Pennsylvania
$2.3M +$1.71M +32,602 +289%
CWM
84
Cornerstone Wealth Management
Missouri
$2.3M -$20.1K -382 -0.9%
CPCP
85
Cedar Point Capital Partners
Iowa
$2.23M +$168K +3,199 +8%
CWP
86
Cyndeo Wealth Partners
Florida
$2.23M +$206K +3,920 +10%
SPIA
87
Steward Partners Investment Advisory
New York
$2.18M +$1.53M +29,103 +234%
PCG
88
Prosperity Consulting Group
Maryland
$2.14M +$1.11M +21,176 +108%
WIM
89
Westside Investment Management
California
$1.98M -$5.3K -101 -0.3%
ML
90
McAdam LLC
Pennsylvania
$1.96M +$7.56K +144 +0.4%
PTC
91
Private Trust Company
Ohio
$1.92M -$52.5K -1,000 -3%
VNA
92
Valley National Advisers
Pennsylvania
$1.91M +$146K +2,771 +8%
KIG
93
Kowal Investment Group
Wisconsin
$1.88M -$53.6K -1,020 -3%
AWM
94
Austin Wealth Management
Texas
$1.84M +$35.6K +677 +2%
KAS
95
Kestra Advisory Services
Texas
$1.79M +$689K +13,111 +63%
ACP
96
Aviance Capital Partners
Florida
$1.59M -$101K -1,915 -6%
JCM
97
Janney Capital Management
Pennsylvania
$1.58M -$7.77K -148 -0.5%
V
98
ViaWealth
Kansas
$1.58M +$625K +11,895 +65%
WA
99
Waverly Advisors
Alabama
$1.58M +$1.58M +30,017 New
VA
100
Valmark Advisers
Ohio
$1.52M – – –
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4
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