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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
76
PAX Financial Group
Texas
$3.8M +$306K +5,894 +9%
MCWS
77
McKinley Carter Wealth Services
West Virginia
$3.74M -$7.17M -138,250 -66%
AAS
78
Avantax Advisory Services
Texas
$3.38M +$401K +7,737 +13%
BFG
79
Bleakley Financial Group
New Jersey
$3.34M -$6.38M -123,033 -65%
EFL
80
ERn Financial LLC
Wisconsin
$3.23M +$476K +9,186 +17%
FM
81
Foster & Motley
Ohio
$3.19M +$113K +2,184 +4%
BCMIO
82
Beacon Capital Management Inc (Ohio)
Ohio
$3.06M +$3.11M +60,000 New
PCG
83
Prosperity Consulting Group
Maryland
$3.04M +$670K +12,911 +28%
CIAS
84
CFS Investment Advisory Services
New Jersey
$3.02M +$985K +19,000 +48%
VAS
85
Vestmark Advisory Solutions
Massachusetts
$2.99M +$3.01M +57,991 New
CM
86
Cercano Management
Washington
$2.96M – – –
SAG
87
SageView Advisory Group
California
$2.92M +$23.6K +455 +0.8%
EH
88
Equitable Holdings
New York
$2.84M +$2.49M +48,056 +681%
AFA
89
Avant Financial Advisors
Texas
$2.81M -$264K -5,090 -9%
PAG
90
Paladin Advisory Group
Iowa
$2.68M +$60.9K +1,175 +2%
HDIM
91
Hanson & Doremus Investment Management
Vermont
$2.64M +$81.3K +1,568 +3%
KAS
92
Kestra Advisory Services
Texas
$2.6M +$209K +4,020 +9%
LFA
93
Legacy Financial Advisors
Kentucky
$2.58M -$147K -2,836 -5%
UW
94
Unique Wealth
Florida
$2.55M +$865K +16,679 +51%
BGWM
95
Bridge Generations Wealth Management
Florida
$2.42M +$2.44M +47,022 New
CPCP
96
Cedar Point Capital Partners
Iowa
$2.37M +$76K +1,466 +3%
SPIA
97
Steward Partners Investment Advisory
New York
$2.36M +$1.21M +23,350 +104%
CWM
98
Cornerstone Wealth Management
Missouri
$2.31M +$19K +367 +0.8%
BPAMU
99
BTG Pactual Asset Management US
New York
$2.23M +$965K +18,599 +75%
V
100
ViaWealth
Kansas
$2.22M +$12.4K +240 +0.6%
2 3
4
5 6