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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Name Holding Trade Value Shares
Change 		Change in
Stake
EH
76
Equitable Holdings
New York
$4.02M +$1.18M +23,163 +42%
BOPW
77
Brandywine Oak Private Wealth
Pennsylvania
$4M +$2.69M +52,815 +210%
CM
78
Cercano Management
Washington
$3.96M +$998K +19,551 +34%
OIA
79
Optimum Investment Advisors
Illinois
$3.86M – – –
AAS
80
Avantax Advisory Services
Texas
$3.6M +$235K +4,615 +7%
AUB
81
Atlantic Union Bankshares
Virginia
$3.48M +$3.46M +67,810 New
NDSI
82
Newman Dignan & Sheerar Inc
Rhode Island
$3.46M +$3.43M +67,285 New
FM
83
Foster & Motley
Ohio
$3.44M +$261K +5,120 +8%
SHGA
84
Sand Hill Global Advisors
California
$3.41M -$2.86M -55,969 -46%
BFG
85
Bleakley Financial Group
New Jersey
$3.25M -$80.4K -1,575 -2%
PAG
86
Paladin Advisory Group
Iowa
$3.14M +$468K +9,163 +18%
CWM
87
CarsonAllaria Wealth Management
Illinois
$3.12M -$1.81M -35,457 -37%
BCMIO
88
Beacon Capital Management Inc (Ohio)
Ohio
$3.08M – – –
BAM
89
Belpointe Asset Management
Nevada
$3.02M +$2.22M +43,535 +283%
FCA
90
Fortis Capital Advisors
Kansas
$3.02M +$2.43M +47,638 +423%
PFG
91
PAX Financial Group
Texas
$3M -$789K -15,462 -21%
AFO
92
Arrowroot Family Office
California
$2.96M +$2.94M +57,654 New
FIBT
93
First International Bank & Trust
North Dakota
$2.95M -$968K -18,980 -25%
HDIM
94
Hanson & Doremus Investment Management
Vermont
$2.95M +$312K +6,113 +12%
PAG
95
Private Advisor Group
New Jersey
$2.93M +$1.62M +31,774 +126%
SAG
96
SageView Advisory Group
California
$2.92M +$31.8K +623 +1%
FFA
97
Farther Finance Advisors
California
$2.86M +$711K +13,937 +33%
SWP
98
Stratos Wealth Partners
Ohio
$2.85M +$1.21M +23,727 +75%
SPIA
99
Steward Partners Investment Advisory
New York
$2.75M +$391K +7,653 +17%
EFS
100
Econ Financial Services
Pennsylvania
$2.68M +$490K +9,603 +23%
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