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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
201
Fragasso Financial Advisors
Pennsylvania
$860K – – –
BWMG
202
Barnes Wealth Management Group
California
$856K +$26.6K +517 +3%
OIA
203
OneDigital Investment Advisors
Kansas
$853K +$80K +1,554 +11%
OP
204
ORG Partners
Indiana
$840K -$6.18K -120 -0.7%
BWM
205
BAM Wealth Management
Colorado
$825K +$813K +15,777 New
MFG
206
Merit Financial Group
Georgia
$814K -$50.4K -978 -6%
PFA
207
Petra Financial Advisors
Colorado
$797K +$721 +14 +0.1%
OCM
208
Objective Capital Management
Ohio
$789K +$165K +3,195 +27%
APA
209
Astoria Portfolio Advisors
New York
$786K +$103K +1,992 +15%
PGAM
210
Princeton Global Asset Management
New Jersey
$781K -$172K -3,332 -18%
MFGM
211
Marshall Financial Group (Maryland)
Maryland
$780K – – –
SSC
212
Syverson Strege & Co
Iowa
$780K -$91.9K -1,784 -11%
OWA
213
Oak Wealth Advisors
Illinois
$778K -$137K -2,666 -15%
FLPIM
214
F.L. Putnam Investment Management
Massachusetts
$775K -$139K -2,690 -15%
MWM
215
Mission Wealth Management
California
$775K +$763K +14,815 New
DWP
216
Destiny Wealth Partners
Florida
$767K +$168K +3,269 +29%
SFC
217
Summit Financial Consulting
Michigan
$760K +$63K +1,224 +9%
PAWA
218
Palo Alto Wealth Advisors
California
$744K +$24K +465 +3%
CIAS
219
CFS Investment Advisory Services
New Jersey
$741K +$351K +6,812 +94%
TWP
220
Triad Wealth Partners
Kansas
$741K +$380K +7,377 +108%
MWP
221
Madison Wealth Partners
Wisconsin
$737K +$27.5K +533 +4%
MCFP
222
Mallini Complete Financial Planning
Florida
$737K – – –
VC
223
Vicus Capital
Pennsylvania
$735K -$25.4K -493 -3%
MSFS
224
Main Street Financial Solutions
Pennsylvania
$734K +$773 +15 +0.1%
WA
225
WBH Advisory
Maryland
$729K -$164K -3,192 -19%
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9
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