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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$180M +$14.3M +283,722 +9%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$69.2M +$10.7M +211,644 +18%
Bank of America
3
Bank of America
North Carolina
$64.8M +$6.34M +125,731 +11%
SFGP
4
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$53.1M -$276K -5,478 -0.5%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$30.9M -$1.39M -27,623 -4%
JP Morgan Chase
6
JP Morgan Chase
New York
$30.6M -$1.5M -29,767 -5%
LPL Financial
7
LPL Financial
California
$30.3M +$2.54M +50,351 +9%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$25M -$78.3K -1,552 -0.3%
Raymond James Financial
9
Raymond James Financial
Florida
$21.6M +$5.52M +109,414 +34%
BWM
10
Biltmore Wealth Management
Arizona
$21.4M +$305K +6,051 +1%
JAWA
11
John A. Wolfe & Associates
Michigan
$20.4M +$2.08M +41,167 +11%
Osaic Holdings
12
Osaic Holdings
Arizona
$20.3M +$623K +12,359 +3%
TCM
13
TD Capital Management
Tennessee
$20.3M -$49K -972 -0.2%
Wells Fargo
14
Wells Fargo
California
$19.2M +$5.19M +102,890 +37%
CCM
15
Condor Capital Management
New Jersey
$13.6M +$22.4K +444 +0.2%
Stifel Financial
16
Stifel Financial
Missouri
$11.8M +$2.83M +56,138 +32%
SWP
17
Sagespring Wealth Partners
Tennessee
$10.5M -$2.97M -58,796 -22%
KLI
18
Kelman-Lazarov Inc
Tennessee
$8.7M +$566K +11,223 +7%
AWM
19
Axxcess Wealth Management
California
$8.69M +$8.68M +172,039 New
WFA
20
Websterrogers Financial Advisors
South Carolina
$8.16M +$31.6K +626 +0.4%
VT
21
Vise Technologies
New York
$7.95M +$492K +9,757 +7%
CAAS
22
Capital Asset Advisory Services
Michigan
$7.93M -$594K -11,784 -7%
OG
23
Odyssey Group
Pennsylvania
$7.54M +$7.53M +149,344 New
IWC
24
Integrated Wealth Concepts
Massachusetts
$7.2M +$491K +9,745 +7%
QWP
25
Quotient Wealth Partners
Texas
$7.04M +$290K +5,754 +4%
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