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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
101
Kestra Advisory Services
Texas
$399K -$21K -405 -5%
SSC
102
Syverson Strege & Co
Iowa
$389K -$19.3M -372,798 -98%
HSA
103
HBK Sorce Advisory
Pennsylvania
$388K – – –
MFS
104
McNamara Financial Services
Massachusetts
$386K -$29.6K -572 -7%
BAM
105
Belpointe Asset Management
Nevada
$385K +$64.1K +1,238 +19%
SWRP
106
Summit Wealth & Retirement Planning
California
$368K +$380K +7,352 New
CTFG
107
Capstone Triton Financial Group
Oklahoma
$360K +$56.7K +1,096 +18%
CRWM
108
Castle Rock Wealth Management
California
$353K +$259 +5 +0.1%
CMS
109
Capital Market Strategies
Florida
$348K – – –
CW
110
CreativeOne Wealth
Kansas
$347K +$359K +6,931 New
CFA
111
CWS Financial Advisors
Michigan
$339K – – –
DC
112
Davenport & Co
Virginia
$326K – – –
BFA
113
Beaumont Financial Advisors
Massachusetts
$325K – – –
BWM
114
BerganKDV Wealth Management
Minnesota
$324K -$16.5K -319 -5%
MSFS
115
Main Street Financial Solutions
Pennsylvania
$320K +$65.9K +1,273 +25%
SAM
116
SignalPoint Asset Management
Missouri
$305K – – –
VAS
117
Vestmark Advisory Solutions
Massachusetts
$296K +$305K +5,897 New
XF
118
XML Financial
Maryland
$291K +$1.34K +26 +0.4%
RJA
119
Raymond James & Associates
Florida
$289K +$5.85K +113 +2%
WFA
120
Wipfli Financial Advisors
Wisconsin
$274K +$283K +5,462 New
SIAG
121
Signet Investment Advisory Group
Rhode Island
$273K +$54.3K +1,050 +24%
HIC
122
Hartline Investment Corp
Illinois
$264K +$272K +5,261 New
LA
123
Latitude Advisors
Florida
$264K +$272K +5,261 New
APA
124
American Portfolios Advisors
New York
$253K +$155 +3 +0.1%
HWAM
125
Hennion & Walsh Asset Management
New Jersey
$253K -$3.38M -65,251 -93%
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5
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