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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$54.5M -$2.02K -39 -0%
LPL Financial
2
LPL Financial
California
$51M +$778K +14,995 +2%
Bank of America
3
Bank of America
North Carolina
$47.5M +$1.1M +21,189 +2%
Morgan Stanley
4
Morgan Stanley
New York
$42.5M +$8.87M +170,960 +26%
Wells Fargo
5
Wells Fargo
California
$31.7M -$492K -9,470 -2%
WWA
6
WCG Wealth Advisors
Nevada
$31.6M +$1.62M +31,227 +5%
UBS Group
7
UBS Group
Switzerland
$22.9M -$5.87M -113,068 -20%
BCI
8
Brinker Capital Investments
Pennsylvania
$20M +$9.01M +173,502 +82%
OPS
9
Orion Portfolio Solutions
Nebraska
$20M +$9.01M +173,502 +82%
HighTower Advisors
10
HighTower Advisors
Illinois
$18.8M -$411K -7,914 -2%
APP
11
Avantax Planning Partners
Iowa
$17.2M -$324K -6,235 -2%
MW
12
MBL Wealth
North Carolina
$15.7M +$2.8M +53,965 +22%
Osaic Holdings
13
Osaic Holdings
Arizona
$14.5M -$155K -2,993 -1%
BWM
14
Biltmore Wealth Management
Arizona
$14M +$151K +2,917 +1%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$13M +$1.18M +22,641 +10%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$11.8M +$3.16M +60,897 +36%
MCWS
17
McKinley Carter Wealth Services
West Virginia
$11.6M -$855K -16,472 -7%
Stifel Financial
18
Stifel Financial
Missouri
$9.67M +$3.26M +62,843 +51%
JP Morgan Chase
19
JP Morgan Chase
New York
$8.15M +$465K +8,956 +6%
WAAG
20
Wealth Alliance Advisory Group
Kansas
$7.8M -$53.1K -1,022 -0.7%
CAN
21
Cetera Advisor Networks
California
$6.95M +$2.8M +54,033 +68%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$6.26M +$249K +4,788 +4%
RJA
23
Raymond James & Associates
Florida
$6.1M +$265K +5,108 +5%
GIM
24
Goelzer Investment Management
Indiana
$5.97M -$2.75M -53,064 -32%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$5.87M -$111K -2,129 -2%