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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
151
Vista Investment Management
Pennsylvania
$414K -$37.8K -737 -8%
IA
152
IFP Advisors
Florida
$404K +$185K +3,617 +81%
GSEP
153
Golden State Equity Partners
California
$402K +$411K +8,022 New
AWS
154
Atria Wealth Solutions
New York
$395K +$615 +12 +0.2%
CCFM
155
Clear Creek Financial Management
Washington
$386K -$48.2K -940 -11%
AAS
156
Ameritas Advisory Services
Nebraska
$377K +$386K +7,527 New
SXL
157
Summit X LLC
Missouri
$376K -$4.97K -97 -1%
HH
158
Hilltop Holdings
Texas
$366K +$49K +956 +15%
SIAG
159
Signet Investment Advisory Group
Rhode Island
$360K +$61.5K +1,200 +20%
FAIM
160
Financial Advocates Investment Management
Washington
$356K -$5.02K -98 -1%
OMC
161
Old Mission Capital
Illinois
$330K +$338K +6,585 New
CAC
162
Certified Advisory Corp
Florida
$326K +$69.1K +1,348 +26%
DC
163
Davenport & Co
Virginia
$326K – – –
1WM
164
1900 Wealth Management
Texas
$321K +$329K +6,420 New
SAM
165
SignalPoint Asset Management
Missouri
$305K – – –
CRWM
166
Castle Rock Wealth Management
California
$303K +$359 +7 +0.1%
WA
167
WBH Advisory
Maryland
$296K +$303K +5,906 New
GI
168
Gradient Investments
Minnesota
$296K -$10.9K -212 -3%
EWA
169
EP Wealth Advisors
California
$295K +$302K +5,885 New
FTUS
170
Flow Traders U.S.
New York
$275K -$1.2M -23,480 -81%
WAP
171
Wealthcare Advisory Partners
Pennsylvania
$274K -$186K -3,628 -40%
BFA
172
Beaumont Financial Advisors
Massachusetts
$274K – – –
CMS
173
Capital Market Strategies
Florida
$273K -$25.7K -501 -8%
WWM
174
Western Wealth Management
Colorado
$267K +$40.6K +792 +17%
LFAS
175
Level Four Advisory Services
Texas
$267K +$273K +5,327 New
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