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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
$140M +$35.7M +699,502 +34%
Bank of America
2
Bank of America
North Carolina
$120M +$9.47M +185,579 +9%
Wells Fargo
3
Wells Fargo
California
$87.5M +$15.1M +296,819 +21%
LPL Financial
4
LPL Financial
California
$79.6M +$8.77M +171,960 +12%
JP Morgan Chase
5
JP Morgan Chase
New York
$60M -$25M -489,957 -30%
DWM
6
Dynasty Wealth Management
Florida
$47.6M -$436K -8,547 -0.9%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$42.5M -$39.4M -771,449 -48%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$35.2M +$15M +294,872 +75%
UBS Group
9
UBS Group
Switzerland
$31.5M -$1.69M -33,052 -5%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$31.1M +$7.83M +153,367 +34%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$28.1M +$614K +12,042 +2%
SFGP
12
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$27.3M -$6.8M -133,287 -20%
Raymond James Financial
13
Raymond James Financial
Florida
$25.5M +$1.97M +38,668 +8%
MW
14
MBL Wealth
North Carolina
$22.3M +$73.7K +1,445 +0.3%
NA
15
NewEdge Advisors
Louisiana
$21.5M +$4.63M +90,749 +28%
CAL
16
Capital Analysts LLC
Pennsylvania
$20.4M -$118K -2,313 -0.6%
WWA
17
WCG Wealth Advisors
Nevada
$16.8M -$4.51M -88,385 -21%
SWP
18
Sagespring Wealth Partners
Tennessee
$16.8M -$12.6M -246,046 -43%
MML Investors Services
19
MML Investors Services
Massachusetts
$16.8M +$4.04M +79,093 +32%
RMDI
20
R.M. Davis Inc
Maine
$16.2M +$633K +12,410 +4%
QWP
21
Quotient Wealth Partners
Texas
$15.6M +$739K +14,481 +5%
AWM
22
Austin Wealth Management
Texas
$15.2M +$11.3M +221,958 +292%
HighTower Advisors
23
HighTower Advisors
Illinois
$15.2M +$2.31M +45,222 +18%
APP
24
Avantax Planning Partners
Iowa
$13.3M -$517K -10,135 -4%
Osaic Holdings
25
Osaic Holdings
Arizona
$13.3M -$4.5M -88,223 -25%
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