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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$69.7M -$29.9M -604,064 -30%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$47.8M -$3.77M -76,055 -7%
Morgan Stanley
3
Morgan Stanley
New York
$24.4M +$266K +5,372 +1%
BWM
4
Biltmore Wealth Management
Arizona
$17.1M +$17.1M +344,511 New
OIA
5
OneDigital Investment Advisors
Kansas
$12.3M -$2.15M -43,446 -15%
Cerity Partners
6
Cerity Partners
New York
$12.3M -$4.05M -81,663 -25%
CA
7
Cetera Advisors
Colorado
$12M +$320K +6,461 +3%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$11.9M +$1.49M +29,993 +14%
Wells Fargo
9
Wells Fargo
California
$11.9M +$2.21M +44,635 +23%
CCM
10
Condor Capital Management
New Jersey
$11.5M -$8.33K -168 -0.1%
SW
11
Signify Wealth
Missouri
$8.68M +$615K +12,410 +8%
LPL Financial
12
LPL Financial
California
$8.1M -$6.1K -123 -0.1%
Jane Street
13
Jane Street
New York
$7.41M +$2.42M +48,899 +49%
Osaic Holdings
14
Osaic Holdings
Arizona
$7M -$487K -9,830 -7%
BCI
15
Brinker Capital Investments
Pennsylvania
$6.85M +$2.72M +54,924 +66%
OPS
16
Orion Portfolio Solutions
Nebraska
$6.85M +$2.72M +54,924 +66%
WFA
17
Websterrogers Financial Advisors
South Carolina
$6.19M -$43.4K -876 -0.7%
CWM
18
CarsonAllaria Wealth Management
Illinois
$6.15M +$249K +5,026 +4%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.72M +$571K +11,519 +11%
RMDI
20
R.M. Davis Inc
Maine
$5.62M -$508K -10,243 -8%
TCM
21
TD Capital Management
Tennessee
$5.36M -$470K -9,485 -8%
KCM
22
Kathmere Capital Management
Pennsylvania
$5.11M -$2.51M -50,734 -33%
AWA
23
Amplius Wealth Advisors
Pennsylvania
$4.76M +$726K +14,655 +18%
Stifel Financial
24
Stifel Financial
Missouri
$4.55M -$61.5K -1,240 -1%
SFM
25
Signet Financial Management
New Jersey
$4.15M +$76K +1,533 +2%
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