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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
176
Intrua Financial
Texas
$837K +$842K +16,240 New
OP
177
ORG Partners
Indiana
$837K -$50.7K -978 -6%
MFG
178
Midwest Financial Group
Kansas
$837K -$79.4K -1,530 -9%
SSC
179
Syverson Strege & Co
Iowa
$835K +$6.9K +133 +0.8%
CCFM
180
Clear Creek Financial Management
Washington
$834K +$444K +8,570 +113%
WN
181
Williams & Novak
California
$802K +$33.7K +650 +4%
STA
182
Smith Thornton Advisors
Alabama
$800K -$263K -5,064 -25%
PFA
183
Petra Financial Advisors
Colorado
$795K – – –
CFP
184
Curran Financial Partners
South Carolina
$792K +$381K +7,355 +92%
BAM
185
Belpointe Asset Management
Nevada
$792K +$797K +15,357 New
BCG
186
Breakwater Capital Group
New Jersey
$791K -$69.2K -1,334 -8%
BWMG
187
Barnes Wealth Management Group
California
$775K +$52.8K +1,018 +7%
APA
188
Astoria Portfolio Advisors
New York
$773K +$94.4K +1,821 +14%
SFA
189
Sequoia Financial Advisors
Ohio
$772K – – –
MFGM
190
Marshall Financial Group (Maryland)
Maryland
$772K +$426K +8,223 +122%
RWM
191
Revisor Wealth Management
Ohio
$767K +$772K +14,875 New
SWM
192
SeaCrest Wealth Management
New York
$754K +$29.6K +571 +4%
KWM
193
Kingsview Wealth Management
Oregon
$746K – – –
OIA
194
OneDigital Investment Advisors
Kansas
$734K -$122K -2,344 -14%
MCFP
195
Mallini Complete Financial Planning
Florida
$727K – – –
MSFS
196
Main Street Financial Solutions
Pennsylvania
$718K +$35.6K +687 +5%
CIA
197
Concurrent Investment Advisors
Florida
$704K +$108K +2,074 +18%
RT
198
Rockland Trust
Massachusetts
$702K -$193K -3,720 -21%
BPA
199
Beacon Pointe Advisors
California
$655K +$659K +12,702 New
BFC
200
Bedel Financial Consulting
Indiana
$651K – – –
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8
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