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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
$21M -$294K -5,326 -1%
Morgan Stanley
3
Morgan Stanley
New York
$14.9M -$4.32M -78,354 -22%
HighTower Advisors
4
HighTower Advisors
Illinois
$11M +$2.48M +44,925 +29%
Wells Fargo
5
Wells Fargo
California
$10.9M -$2.44M -44,179 -18%
Bank of America
6
Bank of America
North Carolina
$10.6M +$57.8K +1,048 +0.5%
NDSI
7
Newman Dignan & Sheerar Inc
Rhode Island
$9.42M +$5.52K +100 +0.6%
BCI
8
Brinker Capital Investments
Pennsylvania
$7.3M +$555K +10,064 +8%
LPL Financial
9
LPL Financial
California
$6M +$17.9K +324 +0.3%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.71M +$208M +3,764,300 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.06M -$599K -10,860 -13%
SC
12
Steph & Co
Wisconsin
$3.61M -$1.26M -22,916 -26%
PAG
13
Private Advisor Group
New Jersey
$3.34M +$543K +9,846 +19%
BFA
14
Beaumont Financial Advisors
Massachusetts
$3.24M -$611K -11,075 -16%
FM
15
Foster & Motley
Ohio
$3.14M -$295K -5,346 -9%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$2.86M +$2.89M +52,351 New
Fidelity Investments
17
Fidelity Investments
Massachusetts
$2.73M +$1.04M +18,880 +61%
MHS
18
M Holdings Securities
Oregon
$2.69M +$2.72M +49,315 New
Stifel Financial
19
Stifel Financial
Missouri
$2.41M -$2.42M -43,788 -50%
SCA
20
Stokes Capital Advisors
South Carolina
$2.34M -$228K -4,140 -9%
SA
21
Sunesis Advisors
Kansas
$2.28M – – –
RWP
22
RWA Wealth Partners
Massachusetts
$2.22M +$2.24M +40,650 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.12M -$147K -2,659 -6%
CWM
24
Cornerstone Wealth Management
Missouri
$2M +$263K +4,768 +15%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.81M +$118K +2,132 +7%
1
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