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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$155M +$12.3M +238,682 +9%
Bank of America
2
Bank of America
North Carolina
$146M +$23.6M +457,446 +20%
Wells Fargo
3
Wells Fargo
California
$94.6M +$5.43M +105,322 +6%
LPL Financial
4
LPL Financial
California
$90.9M +$9.76M +189,413 +12%
JP Morgan Chase
5
JP Morgan Chase
New York
$65M +$3.86M +74,920 +6%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$45.3M +$2.03M +39,410 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$39.2M +$3.26M +63,347 +9%
DWM
8
Dynasty Wealth Management
Florida
$38.5M -$9.71M -188,485 -20%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$38.2M +$6.44M +124,996 +21%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$31.9M +$3.24M +62,909 +11%
UBS Group
11
UBS Group
Switzerland
$29.5M -$2.45M -47,501 -8%
SFGP
12
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$28.7M +$816K +15,837 +3%
Raymond James Financial
13
Raymond James Financial
Florida
$27.8M +$1.78M +34,627 +7%
MW
14
MBL Wealth
North Carolina
$23.1M +$419K +8,135 +2%
NA
15
NewEdge Advisors
Louisiana
$23M +$1.11M +21,607 +5%
CAL
16
Capital Analysts LLC
Pennsylvania
$21.2M +$405K +7,861 +2%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$21M +$18.8M +364,578 +1,003%
HighTower Advisors
18
HighTower Advisors
Illinois
$19.9M +$4.4M +85,348 +29%
SWP
19
Sagespring Wealth Partners
Tennessee
$18.2M +$1.08M +20,988 +6%
Osaic Holdings
20
Osaic Holdings
Arizona
$16.9M +$3.4M +65,948 +26%
RMDI
21
R.M. Davis Inc
Maine
$16.2M -$266K -5,155 -2%
AWM
22
Austin Wealth Management
Texas
$16M +$259K +5,029 +2%
QWP
23
Quotient Wealth Partners
Texas
$15.8M -$773 -15 -0%
LFG
24
Larson Financial Group
Missouri
$15.7M +$4.2M +81,575 +37%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$14.4M +$3.68M +71,532 +35%