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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 – – –
Bank of America
2
Bank of America
North Carolina
$29.5M +$2.1M +37,044 +8%
Morgan Stanley
3
Morgan Stanley
New York
$28.7M +$4.68M +82,780 +19%
SW
4
Signify Wealth
Missouri
$25.4M +$2.66M +46,997 +12%
CIA
5
Compass Ion Advisors
Pennsylvania
$17.9M +$7.22M +127,582 +67%
UBS Group
6
UBS Group
Switzerland
$17.1M +$465K +8,212 +3%
Wells Fargo
7
Wells Fargo
California
$16.1M +$125K +2,213 +0.8%
HighTower Advisors
8
HighTower Advisors
Illinois
$11.4M -$22.5K -397 -0.2%
Osaic Holdings
9
Osaic Holdings
Arizona
$11.1M +$1.52M +26,864 +16%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$10.8M +$2.68M +47,288 +33%
LPL Financial
11
LPL Financial
California
$8.15M +$502K +8,872 +7%
SC
12
Steph & Co
Wisconsin
$7.01M +$252K +4,448 +4%
BCI
13
Brinker Capital Investments
Pennsylvania
$6.59M -$812K -14,354 -11%
JP Morgan Chase
14
JP Morgan Chase
New York
$6.13M +$5.47M +96,590 +772%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$5.74M -$167K -2,957 -3%
Stifel Financial
16
Stifel Financial
Missouri
$4.92M +$408K +7,219 +9%
MW
17
MBL Wealth
North Carolina
$4.29M -$219K -3,875 -5%
PAG
18
Private Advisor Group
New Jersey
$4.25M +$580K +10,254 +16%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.95M +$730K +12,910 +23%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.93M -$204K -3,599 -5%
CWM
21
Cornerstone Wealth Management
Missouri
$3.9M -$57.5K -1,016 -1%
HWAM
22
Hennion & Walsh Asset Management
New Jersey
$3.73M +$3.76M +66,385 New
BFA
23
Beaumont Financial Advisors
Massachusetts
$3.64M +$39.3K +695 +1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.06M +$1.34M +23,611 +77%
FM
25
Foster & Motley
Ohio
$2.89M -$65.4K -1,156 -2%
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