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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$35.4M +$1.52M +26,750 +4%
SW
2
Signify Wealth
Missouri
$22.8M -$1.25M -22,038 -5%
Bank of America
3
Bank of America
North Carolina
$22.2M +$755K +13,283 +3%
UBS Group
4
UBS Group
Switzerland
$18.1M +$695K +12,239 +4%
CIA
5
Compass Ion Advisors
Pennsylvania
$18M +$649K +11,419 +4%
Wells Fargo
6
Wells Fargo
California
$16.9M -$157K -2,755 -0.9%
BWM
7
Biltmore Wealth Management
Arizona
$15.4M +$15.6M +273,936 New
Fidelity Investments
8
Fidelity Investments
Massachusetts
$14.6M +$1.45M +25,545 +11%
Osaic Holdings
9
Osaic Holdings
Arizona
$12.5M +$1.08M +18,945 +9%
HighTower Advisors
10
HighTower Advisors
Illinois
$11.9M -$34.4K -606 -0.3%
LPL Financial
11
LPL Financial
California
$10.1M +$1.48M +26,038 +17%
SC
12
Steph & Co
Wisconsin
$7.33M +$179K +3,158 +2%
BCI
13
Brinker Capital Investments
Pennsylvania
$6.34M +$62.4K +1,098 +1%
PAG
14
Private Advisor Group
New Jersey
$6.13M +$1.59M +27,905 +34%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$6.05M +$408K +7,176 +7%
Stifel Financial
16
Stifel Financial
Missouri
$6.01M +$81.6K +1,436 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.44M +$1.27M +22,278 +30%
JP Morgan Chase
18
JP Morgan Chase
New York
$5.26M +$129K +2,264 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.13M -$199K -3,499 -5%
CWM
20
Cornerstone Wealth Management
Missouri
$3.96M -$115K -2,022 -3%
EFL
21
ERn Financial LLC
Wisconsin
$3.7M +$3.73M +65,570 New
BFA
22
Beaumont Financial Advisors
Massachusetts
$3.47M +$36.9K +650 +1%
RMDI
23
R.M. Davis Inc
Maine
$3.25M +$2.72M +47,810 +488%
MW
24
MBL Wealth
North Carolina
$3.23M +$3.26M +57,288 New
HWAM
25
Hennion & Walsh Asset Management
New Jersey
$3.2M -$650K -11,433 -17%
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