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PIMCO Municipal Income Opportunities Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
76
Lineweaver Wealth Advisors
Ohio
$852K +$860K +18,872 New
BWM
77
BAM Wealth Management
Colorado
$804K +$47K +1,031 +6%
DC
78
Dahring Cusmano
Michigan
$794K +$109K +2,383 +16%
KLI
79
Kelman-Lazarov Inc
Tennessee
$754K
PWM
80
Perigon Wealth Management
California
$714K +$401K +8,806 +126%
BI
81
Beckerman Institutional
New Jersey
$713K
BCI
82
Brinker Capital Investments
Pennsylvania
$698K -$45.7K -1,003 -6%
FFA
83
Farther Finance Advisors
California
$694K +$203K +4,458 +41%
WAM
84
Worth Asset Management
Texas
$671K +$677K +14,850 New
GWP
85
Gateway Wealth Partners
Wisconsin
$664K +$670K +14,700 New
CWM
86
Cornerstone Wealth Management
Missouri
$627K +$287K +6,298 +83%
BWMG
87
Barnes Wealth Management Group
California
$626K +$41.9K +920 +7%
SWP
88
Stratos Wealth Partners
Ohio
$612K
MA
89
Mutual Advisors
Nebraska
$559K +$175K +3,849 +45%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$553K +$98.4K +2,159 +21%
WIA
91
Wetzel Investment Advisors
Indiana
$542K
KAS
92
Kestra Advisory Services
Texas
$538K +$379K +8,314 +232%
SPIA
93
Steward Partners Investment Advisory
New York
$519K +$74.6K +1,636 +17%
NF
94
Nikulski Financial
Iowa
$478K +$482K +10,577 New
HFA
95
Hershey Financial Advisers
Pennsylvania
$455K +$460K +10,083 New
AWM
96
Avaii Wealth Management
Wisconsin
$454K +$57.9K +1,270 +14%
PFA
97
Pure Financial Advisors
California
$416K -$125K -2,750 -23%
PPWP
98
Premier Path Wealth Partners
New Jersey
$393K +$14.3K +313 +4%
SA
99
Sanctuary Advisors
Indiana
$366K -$23.1K -507 -6%
SFC
100
Strategic Financial Concepts
Texas
$359K +$373K +8,176 New