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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$19.1M +$330K +6,264 +2%
Morgan Stanley
2
Morgan Stanley
New York
$15.6M +$719K +13,655 +5%
Wells Fargo
3
Wells Fargo
California
$13.9M +$1.73M +32,828 +14%
Bank of America
4
Bank of America
North Carolina
$12.6M +$1.44M +27,359 +13%
HighTower Advisors
5
HighTower Advisors
Illinois
$8.29M -$348K -6,611 -4%
BFA
6
Beaumont Financial Advisors
Massachusetts
$6.76M -$1.6M -30,387 -19%
BCI
7
Brinker Capital Investments
Pennsylvania
$5.25M +$409K +7,772 +8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.79M -$536K -10,173 -10%
Stifel Financial
9
Stifel Financial
Missouri
$3.17M -$89.5K -1,700 -3%
RCAG
10
Rehmann Capital Advisory Group
Michigan
$3.12M +$87.3K +1,657 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.86M +$105K +1,998 +4%
First Trust Advisors
12
First Trust Advisors
Illinois
$2.85M +$70.3K +1,334 +3%
LPL Financial
13
LPL Financial
California
$2.66M +$83.4K +1,583 +3%
FM
14
Foster & Motley
Ohio
$2.61M -$42.7K -810 -2%
SA
15
Sunesis Advisors
Kansas
$2.58M +$2.57M +48,769 New
JIC
16
Johnson Investment Counsel
Ohio
$2.26M +$85.3K +1,620 +4%
JCM
17
Janney Capital Management
Pennsylvania
$2.23M -$169K -3,204 -7%
BA
18
Boston Advisors
Massachusetts
$2.09M -$67.7K -1,285 -3%
SCA
19
Stokes Capital Advisors
South Carolina
$1.8M -$2.47M -46,915 -58%
Creative Planning
20
Creative Planning
Kansas
$1.52M -$219K -4,148 -13%
I
21
INVST
Indiana
$1.33M +$1.33M +25,179 New
SC
22
SouthState Corp
Florida
$1.25M -$8.64K -164 -0.7%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.23M -$69K -1,310 -5%
LYV
24
Live Your Vision
Pennsylvania
$1.14M -$38.8K -737 -3%
ACP
25
Aviance Capital Partners
Florida
$999K -$51.1K -970 -5%
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