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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
$81.1M +$28.6M +561,334 +58%
LPL Financial
2
LPL Financial
California
$65.8M +$7.7M +151,274 +14%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$64.8M +$6.99M +137,265 +13%
Bank of America
4
Bank of America
North Carolina
$59.3M +$11M +216,281 +24%
Wells Fargo
5
Wells Fargo
California
$48.5M +$13.2M +259,668 +39%
TCM
6
Towneley Capital Management
California
$47.5M +$45.8M +898,942 New
B
7
Bailard
California
$43.9M +$41M +806,344 +3,265%
JP Morgan Chase
8
JP Morgan Chase
New York
$37M +$16.6M +325,366 +87%
UBS Group
9
UBS Group
Switzerland
$36.5M +$13.3M +260,902 +61%
WWA
10
WCG Wealth Advisors
Nevada
$28M -$5.01M -98,367 -16%
Osaic Holdings
11
Osaic Holdings
Arizona
$27.9M -$97.5K -1,915 -0.4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$26.9M +$12.7M +248,776 +96%
APP
13
Avantax Planning Partners
Iowa
$22M +$3.88M +76,310 +22%
MW
14
MBL Wealth
North Carolina
$19.5M +$930K +18,272 +5%
HighTower Advisors
15
HighTower Advisors
Illinois
$17.5M -$1.68M -32,912 -9%
GIM
16
Goelzer Investment Management
Indiana
$15.2M +$13.7M +268,490 +1,412%
CAN
17
Cetera Advisor Networks
California
$14.6M +$3.03M +59,527 +28%
SHGA
18
Sand Hill Global Advisors
California
$13.7M +$12.3M +242,119 +1,384%
MCWS
19
McKinley Carter Wealth Services
West Virginia
$13.5M +$2.18M +42,793 +20%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$13.2M -$916K -17,985 -7%
GC
21
Gratus Capital
Georgia
$12.8M +$12.3M +242,501 New
QWP
22
Quotient Wealth Partners
Texas
$12.3M +$11.8M +232,399 New
Renaissance Technologies
23
Renaissance Technologies
New York
$11.7M +$11.3M +221,971 New
BCI
24
Brinker Capital Investments
Pennsylvania
$9.8M -$1.15M -22,583 -11%
OPS
25
Orion Portfolio Solutions
Nebraska
$9.8M -$1.15M -22,583 -11%
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