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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$48.2M – – –
UBS Group
2
UBS Group
Switzerland
$20.7M +$1.88M +34,037 +10%
Morgan Stanley
3
Morgan Stanley
New York
$18.4M +$1.24M +22,435 +7%
Wells Fargo
4
Wells Fargo
California
$13.6M +$1.28M +23,164 +10%
Bank of America
5
Bank of America
North Carolina
$12.3M +$1.44M +26,038 +13%
HighTower Advisors
6
HighTower Advisors
Illinois
$8.55M +$232K +4,194 +3%
BCI
7
Brinker Capital Investments
Pennsylvania
$6.33M +$210K +3,796 +3%
LPL Financial
8
LPL Financial
California
$5.27M +$1.58M +28,621 +43%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$4.4M +$1.46M +26,397 +50%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.35M +$40.3K +730 +0.9%
BFA
11
Beaumont Financial Advisors
Massachusetts
$3.82M -$55.8K -1,009 -1%
RWA
12
Redhawk Wealth Advisors
Minnesota
$3.34M +$129K +2,334 +4%
Stifel Financial
13
Stifel Financial
Missouri
$3.17M -$33.5K -606 -1%
FM
14
Foster & Motley
Ohio
$2.95M +$24.5K +444 +0.8%
SCA
15
Stokes Capital Advisors
South Carolina
$2.6M -$236K -4,270 -8%
PAG
16
Private Advisor Group
New Jersey
$2.56M +$1.42M +25,721 +125%
SA
17
Sunesis Advisors
Kansas
$2.33M – – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.2M +$1.18M +21,403 +116%
Creative Planning
19
Creative Planning
Kansas
$1.87M +$1.88K +34 +0.1%
JCM
20
Janney Capital Management
Pennsylvania
$1.67M -$92.7K -1,677 -5%
CWM
21
Cornerstone Wealth Management
Missouri
$1.67M -$24K -435 -1%
ACP
22
Aviance Capital Partners
Florida
$1.64M +$129K +2,337 +9%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$1.5M +$901K +16,297 +152%
BA
24
Boston Advisors
Massachusetts
$1.48M -$32.1K -581 -2%
RPGK
25
Retirement Planning Group (Kansas)
Kansas
$1.44M +$93.4K +1,690 +7%
1
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