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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 180 M +USD 14.3 M +283,722 +9%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
USD 69.2 M +USD 10.7 M +211,644 +18%
Bank of America
3
Bank of America
North Carolina
USD 64.8 M +USD 6.34 M +125,731 +11%
Stonebridge Financial Group (Pennsylvania)
4
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
USD 53.1 M -USD 276 k -5,478 -0.5%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
USD 30.9 M -USD 1.39 M -27,623 -4%
JP Morgan Chase
6
JP Morgan Chase
New York
USD 30.6 M -USD 1.5 M -29,767 -5%
LPL Financial
7
LPL Financial
California
USD 30.3 M +USD 2.54 M +50,351 +9%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
USD 25 M -USD 78.3 k -1,552 -0.3%
Raymond James Financial
9
Raymond James Financial
Florida
USD 21.6 M +USD 5.52 M +109,414 +34%
BWM
10
Biltmore Wealth Management
Arizona
USD 21.4 M +USD 305 k +6,051 +1%
JAWA
11
John A. Wolfe & Associates
Michigan
USD 20.4 M +USD 2.08 M +41,167 +11%
Osaic Holdings
12
Osaic Holdings
Arizona
USD 20.3 M +USD 623 k +12,359 +3%
TD Capital Management
13
TD Capital Management
Tennessee
USD 20.3 M -USD 49 k -972 -0.2%
Wells Fargo
14
Wells Fargo
California
USD 19.2 M +USD 5.19 M +102,890 +37%
Condor Capital Management
15
Condor Capital Management
New Jersey
USD 13.6 M +USD 22.4 k +444 +0.2%
Stifel Financial
16
Stifel Financial
Missouri
USD 11.8 M +USD 2.83 M +56,138 +32%
Sagespring Wealth Partners
17
Sagespring Wealth Partners
Tennessee
USD 10.5 M -USD 2.97 M -58,796 -22%
Kelman-Lazarov Inc
18
Kelman-Lazarov Inc
Tennessee
USD 8.7 M +USD 566 k +11,223 +7%
Axxcess Wealth Management
19
Axxcess Wealth Management
California
USD 8.69 M +USD 8.68 M +172,039 Nuevas
WFA
20
Websterrogers Financial Advisors
South Carolina
USD 8.16 M +USD 31.6 k +626 +0.4%
Vise Technologies
21
Vise Technologies
New York
USD 7.95 M +USD 492 k +9,757 +7%
Capital Asset Advisory Services
22
Capital Asset Advisory Services
Michigan
USD 7.93 M -USD 594 k -11,784 -7%
OG
23
Odyssey Group
Pennsylvania
USD 7.54 M +USD 7.53 M +149,344 Nuevas
Integrated Wealth Concepts
24
Integrated Wealth Concepts
Massachusetts
USD 7.17 M +USD 464 k +9,200 +7%
Quotient Wealth Partners
25
Quotient Wealth Partners
Texas
USD 7.04 M +USD 290 k +5,754 +4%
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