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PIMCO Municipal Income Opportunities Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
126
Capital Analysts LLC
Pennsylvania
$349K +$9.13K +201 +3%
ARC
127
Advisor Resource Council
Texas
$346K -$12.3K -270 -3%
GIA
128
Gladstone Institutional Advisory
Florida
$341K +$125K +2,762 +59%
Envestnet Portfolio Solutions
129
Envestnet Portfolio Solutions
Illinois
$332K +$2.68K +59 +0.8%
DIM
130
Delta Investment Management
California
$302K -$3.32K -73 -1%
JCA
131
January Capital Advisors
California
$298K +$454 +10 +0.2%
Betterment LLC
132
Betterment LLC
New York
$283K -$38.1K -838 -12%
LWM
133
Lionshead Wealth Management
New York
$280K
EWM
134
Evolution Wealth Management
Florida
$276K +$101K +2,221 +58%
MCFP
135
Mallini Complete Financial Planning
Florida
$275K
PS
136
Principal Securities
Iowa
$269K +$29.1K +641 +12%
SWM
137
SFG Wealth Management
Maryland
$261K +$260K +5,714 New
NA
138
Nautilus Advisors
California
$261K +$14.1K +311 +6%
GRP
139
Global Retirement Partners
California
$260K +$258K +5,684 New
EWA
140
EP Wealth Advisors
California
$253K +$251K +5,532 New
STA
141
Smith Thornton Advisors
Alabama
$252K
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$250K +$19.6K +431 +9%
CA
143
CoreCap Advisors
Michigan
$242K +$57.4K +1,264 +31%
HI
144
Harbour Investments
Wisconsin
$236K +$7.95K +175 +4%
DWP
145
Daymark Wealth Partners
Ohio
$225K +$2.09K +46 +0.9%
HG
146
Harbor Group
New Hampshire
$221K +$2.18K +48 +1%
DADC
147
D.A. Davidson & Co
Montana
$210K +$209K +4,600 New
HFG
148
Harborfront Financial Group
Michigan
$202K +$200K +4,412 New
EWA
149
EverSource Wealth Advisors
Alabama
$160K +$159K +3,500 New
LWM
150
Lodestone Wealth Management
Washington
$108K -$227 -5 -0.2%