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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$48.2M +$45.3M +849,856 New
UBS Group
2
UBS Group
Switzerland
$19.5M +$2.95M +55,284 +18%
Morgan Stanley
3
Morgan Stanley
New York
$15.3M +$1.02M +19,171 +7%
Wells Fargo
4
Wells Fargo
California
$12.4M -$518K -9,723 -4%
Bank of America
5
Bank of America
North Carolina
$9.39M -$37.7M -706,735 -80%
HighTower Advisors
6
HighTower Advisors
Illinois
$8.17M -$132K -2,483 -2%
BCI
7
Brinker Capital Investments
Pennsylvania
$5.78M +$325K +6,096 +6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.23M -$65.8K -1,235 -2%
BFA
9
Beaumont Financial Advisors
Massachusetts
$3.83M -$76.4K -1,433 -2%
LPL Financial
10
LPL Financial
California
$3.44M +$474K +8,900 +16%
Stifel Financial
11
Stifel Financial
Missouri
$3.21M +$248K +4,644 +8%
First Trust Advisors
12
First Trust Advisors
Illinois
$2.49M -$98.9K -1,855 -4%
RWA
13
Redhawk Wealth Advisors
Minnesota
$2.35M +$2.32M +43,604 New
SCA
14
Stokes Capital Advisors
South Carolina
$2.31M +$684K +12,835 +43%
FM
15
Foster & Motley
Ohio
$2.28M -$215K -4,041 -9%
SA
16
Sunesis Advisors
Kansas
$2.28M
JIC
17
Johnson Investment Counsel
Ohio
$2.27M +$45.3K +850 +2%
JCM
18
Janney Capital Management
Pennsylvania
$1.82M -$173K -3,239 -9%
Creative Planning
19
Creative Planning
Kansas
$1.8M +$174K +3,259 +11%
ACP
20
Aviance Capital Partners
Florida
$1.46M +$411K +7,703 +40%
BA
21
Boston Advisors
Massachusetts
$1.36M -$13.5K -253 -1%
RPGK
22
Retirement Planning Group (Kansas)
Kansas
$1.25M +$232K +4,355 +23%
RCAG
23
Rehmann Capital Advisory Group
Michigan
$1.18M +$1.16M +21,778 +36,912%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.12M -$13.2K -247 -1%
I
25
INVST
Indiana
$1.05M +$70.6K +1,324 +7%