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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
201
Oak Wealth Advisors
Illinois
$1.49M +$315K +6,018 +27%
WHCI
202
W.H. Cornerstone Investments
Massachusetts
$1.49M +$78.6K +1,500 +6%
CIA
203
Concurrent Investment Advisors
Florida
$1.47M +$95.3K +1,820 +7%
PWMG
204
Prestige Wealth Management Group
New Jersey
$1.44M -$390K -7,445 -21%
ML
205
McAdam LLC
Pennsylvania
$1.43M -$110K -2,095 -7%
ACP
206
Aviance Capital Partners
Florida
$1.41M -$282K -5,378 -17%
PFA
207
Pure Financial Advisors
California
$1.4M +$241K +4,602 +21%
AIM
208
Advyzon Investment Management
Illinois
$1.39M -$317K -6,058 -19%
FF
209
Fortitude Financial
Washington
$1.39M -$259K -4,940 -16%
MSFS
210
Main Street Financial Solutions
Pennsylvania
$1.36M +$466K +8,893 +52%
PWP
211
PrairieView Wealth Partners
Illinois
$1.35M +$214K +4,092 +19%
BFA
212
Bragg Financial Advisors
North Carolina
$1.34M +$706K +13,471 +112%
YIA
213
YHB Investment Advisors
Connecticut
$1.33M -$238K -4,542 -15%
LFA
214
Legacy Financial Advisors
Kentucky
$1.3M -$30.1K -575 -2%
LWA
215
LifeGoal Wealth Advisors
New York
$1.29M +$6.49K +124 +0.5%
AC
216
Apella Capital
Connecticut
$1.29M +$181K +3,451 +16%
OIA
217
OneDigital Investment Advisors
Kansas
$1.28M -$169K -3,223 -12%
AMG
218
APS Management Group
California
$1.28M +$281K +5,362 +28%
GC
219
Grimes & Company
Massachusetts
$1.26M +$220K +4,194 +21%
SWM
220
SeaCrest Wealth Management
New York
$1.25M +$4.97K +95 +0.4%
VC
221
Vicus Capital
Pennsylvania
$1.24M +$195K +3,719 +19%
RW
222
Rockport Wealth
Ohio
$1.23M -$16.3K -312 -1%
AWM
223
Aprio Wealth Management
Georgia
$1.21M +$1.2M +22,933 New
IA
224
Inspire Advisors
Idaho
$1.2M +$9.74K +186 +0.8%
STA
225
Smith Thornton Advisors
Alabama
$1.2M +$2.2K +42 +0.2%
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