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PIMCO Municipal Income Opportunities Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
SFG Wealth Management
Maryland
$1.06M -$445K -9,773 -30%
AAS
27
Avantax Advisory Services
Texas
$1.03M +$119K +2,605 +13%
HW
28
Hedeker Wealth
Illinois
$1M +$999K +21,958 New
LWMNY
29
Landmark Wealth Management (New York)
New York
$917K +$13.6K +298 +2%
SIAS
30
Summit Investment Advisory Services
Minnesota
$739K +$106K +2,329 +17%
CWG
31
Crown Wealth Group
North Carolina
$694K +$692K +15,212 New
CW
32
CreativeOne Wealth
Kansas
$647K +$362K +7,949 +127%
LIG
33
Lokken Investment Group
Delaware
$642K +$640K +14,067 New
PPWP
34
Premier Path Wealth Partners
New Jersey
$602K +$580K +12,742 New
WP
35
WealthShield Partners
North Carolina
$568K +$60.6K +1,332 +12%
ARC
36
Advisor Resource Council
Texas
$564K -$525K -11,548 -48%
WIA
37
Wetzel Investment Advisors
Indiana
$540K
CAN
38
Cetera Advisor Networks
California
$511K -$20.9K -459 -4%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$511K +$509K +11,189 New
WA
40
Waverly Advisors
Alabama
$448K +$446K +9,808 New
TFM
41
Trademark Financial Management
Minnesota
$438K +$149K +3,277 +52%
LWP
42
Laurel Wealth Planning
Minnesota
$382K +$381K +8,374 New
HNWAG
43
High Net Worth Advisory Group
Florida
$275K +$274K +6,022 New
PCMC
44
Private Capital Management (Colorado)
Colorado
$260K -$52.5K -1,155 -17%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$239K +$5K +110 +2%
KAS
46
Kestra Advisory Services
Texas
$226K +$225K +4,952 New
FF
47
Financial Futures
New Jersey
$206K +$205K +4,509 New
BWA
48
Bordeaux Wealth Advisors
California
$204K +$203K +4,465 New
CPA
49
Clear Point Advisors
New York
$161K +$130K +2,861 New
IA
50
IFP Advisors
Florida
$61.9K +$591 +13 +1%