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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
201
Cahill Financial Advisors
Minnesota
$345K +$333K +6,534 New
DC
202
Davenport & Co
Virginia
$344K – – –
SNBOSCI
203
Security National Bank of Sioux City Iowa
Iowa
$340K +$328K +6,440 New
OCM
204
Objective Capital Management
Ohio
$338K +$326K +6,400 New
VIM
205
Vista Investment Management
Pennsylvania
$333K -$100K -1,967 -24%
CA
206
Continuum Advisory
Idaho
$325K -$144K -2,826 -31%
SMH
207
Sanders Morris Harris
Texas
$312K +$301K +5,913 New
WAP
208
Wealthcare Advisory Partners
Pennsylvania
$311K +$20.8K +409 +7%
GI
209
Gradient Investments
Minnesota
$308K -$3.36K -66 -1%
AFP
210
Ausdal Financial Partners
Iowa
$292K +$54.1K +1,062 +24%
CMS
211
Capital Market Strategies
Florida
$290K – – –
GSEP
212
Golden State Equity Partners
California
$280K -$138K -2,719 -34%
FIA
213
Foundations Investment Advisors
Arizona
$279K – – –
MAM
214
Milestone Asset Management
Pennsylvania
$279K – – –
EH
215
Equitable Holdings
New York
$274K – – –
PFA
216
Professional Financial Advisors
Nebraska
$269K -$865 -17 -0.3%
SWM
217
SeaCrest Wealth Management
New York
$265K +$256K +5,028 New
MA
218
Mutual Advisors
Nebraska
$264K – – –
SCA
219
Stokes Capital Advisors
South Carolina
$258K -$197K -3,875 -44%
OP
220
ORG Partners
Indiana
$254K +$4.89K +96 +2%
HWAM
221
Hennion & Walsh Asset Management
New Jersey
$250K – – –
BFA
222
Beaumont Financial Advisors
Massachusetts
$247K -$39.7K -780 -14%
SS
223
Sunbelt Securities
Texas
$245K -$3.56K -70 -1%
KFI
224
Key Financial Inc
Pennsylvania
$243K +$213K +4,187 +1,014%
FHC
225
First Heartland Consultants
Missouri
$242K – – –
7 8
9
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