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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
176
Wealth Enhancement Advisory Services
Minnesota
$238K +$238K +4,585 New
WWM
177
Western Wealth Management
Colorado
$236K +$467 +9 +0.2%
IA
178
IFP Advisors
Florida
$230K +$71.5K +1,378 +45%
ASN
179
Advisory Services Network
Georgia
$226K +$33.3K +642 +17%
GWM
180
Geneos Wealth Management
Colorado
$224K +$55.2K +1,064 +33%
JF
181
JSF Financial
California
$207K – – –
AFP
182
Ausdal Financial Partners
Iowa
$206K +$206K +3,965 New
WMA
183
Wealth Management Associates
New Jersey
$200K – – –
CSPIA
184
Cary Street Partners Investment Advisory
Virginia
$200K +$201K +3,865 New
EWM
185
Endurance Wealth Management
Rhode Island
$197K – – –
GIA
186
Goodwin Investment Advisory
Georgia
$187K +$188K +3,613 New
HI
187
Harbour Investments
Wisconsin
$149K +$51.9K +1,000 +53%
RTL
188
Red Tortoise LLC
Georgia
$116K +$882 +17 +0.8%
TIM
189
Tortoise Investment Management
New York
$115K +$38.8K +747 +51%
BCWM
190
Bartlett & Co Wealth Management
Ohio
$106K – – –
BC
191
Bartlett & Co
Ohio
$106K – – –
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$72.8K – – –
AWM
193
Avior Wealth Management
Nebraska
$67K – – –
Fidelity Investments
194
Fidelity Investments
Massachusetts
$66.8K – – –
BTI
195
Blue Trust Inc
Georgia
$63K +$63K +1,214 New
IGWM
196
ICA Group Wealth Management
Colorado
$62.2K – – –
AWM
197
Avondale Wealth Management
Texas
$51.8K – – –
SPIA
198
Steward Partners Investment Advisory
New York
$51.1K – – –
SWM
199
Spire Wealth Management
Virginia
$41.5K – – –
GWSG
200
GPS Wealth Strategies Group
Colorado
$38.9K – – –
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