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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
101
Next Financial Group
Texas
$137K +$137K +2,435 New
HNB
102
Huntington National Bank
Ohio
$126K – – –
CAL
103
Capital Analysts LLC
Pennsylvania
$93K +$450 +8 +0.5%
MHR
104
Matthew Hamilton Rosenberg
$76K -$16.9K -300 -18%
CCM
105
Covington Capital Management
California
$76K – – –
AA
106
AlphaMark Advisors
Kentucky
$51K – – –
SFS
107
Sowell Financial Services
Arkansas
$37K +$3.6K +64 +11%
WTC
108
WhitTier Trust Company
Nevada
$28K – – –
BCWM
109
Bartlett & Co Wealth Management
Ohio
$25.3K – – –
BC
110
Bartlett & Co
Ohio
$25K – – –
CFGS
111
Concourse Financial Group Securities
Alabama
$25K +$16.2K +288 +181%
TWP
112
TFO Wealth Partners
Ohio
$20K +$19.8K +352 New
PCG
113
Private Capital Group
Connecticut
$15K – – –
CIAS
114
Capital Investment Advisory Services
North Carolina
$11K – – –
WEC
115
Winslow Evans & Crocker
Massachusetts
$11K – – –
JIR
116
James Investment Research
Ohio
$7K – – –
VNA
117
Valley National Advisers
Pennsylvania
$7K – – –
VFA
118
Values First Advisors
Tennessee
$6K – – –
FCH
119
Freestone Capital Holdings
Washington
$2.14K +$2.14K +38 New
HFA
120
Hoover Financial Advisors
Pennsylvania
$2K -$1.18K -21 -42%
I
121
INVST
Indiana
– -$1.76M -31,717 Closed
IWA
122
Independence Wealth Advisors
Virginia
– -$543K -9,756 Closed
CRWM
123
Castle Rock Wealth Management
California
– -$354K -6,266 Closed
CCFM
124
Clear Creek Financial Management
Washington
– -$345K -6,204 Closed
CWS
125
Cypress Wealth Services
California
– -$292K -5,191 Closed
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