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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
$21.6M +$890K +16,146 +4%
Morgan Stanley
3
Morgan Stanley
New York
$19.4M +$1.05M +18,990 +6%
Wells Fargo
4
Wells Fargo
California
$13.5M -$131K -2,379 -1%
Bank of America
5
Bank of America
North Carolina
$10.6M -$1.68M -30,449 -14%
HighTower Advisors
6
HighTower Advisors
Illinois
$8.62M +$85.5K +1,550 +1%
BCI
7
Brinker Capital Investments
Pennsylvania
$6.83M +$509K +9,225 +8%
LPL Financial
8
LPL Financial
California
$6.05M +$791K +14,336 +15%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$5.44M +$1.05M +19,117 +24%
SC
10
Steph & Co
Wisconsin
$4.92M +$4.91M +89,058 New
Stifel Financial
11
Stifel Financial
Missouri
$4.86M +$1.7M +30,779 +54%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.71M +$368K +6,665 +8%
BFA
13
Beaumont Financial Advisors
Massachusetts
$3.88M +$68.9K +1,250 +2%
FM
14
Foster & Motley
Ohio
$3.47M +$526K +9,530 +18%
PAG
15
Private Advisor Group
New Jersey
$2.83M +$280K +5,075 +11%
SCA
16
Stokes Capital Advisors
South Carolina
$2.6M +$2.76K +50 +0.1%
SA
17
Sunesis Advisors
Kansas
$2.31M -$9.98K -181 -0.4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.29M +$95.2K +1,727 +4%
SW
19
SteelPeak Wealth
California
$1.78M +$1.78M +32,313 New
CWM
20
Cornerstone Wealth Management
Missouri
$1.76M +$93.6K +1,697 +6%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$1.72M +$230K +4,163 +15%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.71M +$985K +17,865 +136%
ACP
23
Aviance Capital Partners
Florida
$1.61M -$21K -381 -1%
JCM
24
Janney Capital Management
Pennsylvania
$1.59M -$80.4K -1,458 -5%
I
25
INVST
Indiana
$1.57M +$215K +3,905 +16%
1
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