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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
226
Destiny Wealth Partners
Florida
$842K +$68.8K +1,310 +9%
GHAM
227
Gilman Hill Asset Management
Connecticut
$840K +$842K +16,031 New
KPWS
228
Kestra Private Wealth Services
Texas
$835K -$366K -6,978 -30%
MSFS
229
Main Street Financial Solutions
Pennsylvania
$818K +$82.9K +1,579 +11%
OWA
230
Oak Wealth Advisors
Illinois
$817K +$36.9K +703 +5%
MFG
231
Merit Financial Group
Georgia
$813K -$2.68K -51 -0.3%
EC
232
Elequin Capital
New York
$812K -$1.48M -28,241 -65%
CIAS
233
CFS Investment Advisory Services
New Jersey
$807K +$70.2K +1,337 +10%
OCM
234
Objective Capital Management
Ohio
$796K +$4.83K +92 +0.6%
IA
235
IFG Advisory
Georgia
$795K +$119K +2,272 +18%
SSC
236
Syverson Strege & Co
Iowa
$782K +$52 +1 +0%
NG
237
Novem Group
New York
$772K +$773K +14,724 New
PFA
238
Petra Financial Advisors
Colorado
$755K -$44.3K -843 -6%
Rockefeller Capital Management
239
Rockefeller Capital Management
New York
$750K +$31.3K +596 +4%
MCFP
240
Mallini Complete Financial Planning
Florida
$739K
WA
241
WBH Advisory
Maryland
$731K
MFGM
242
Marshall Financial Group (Maryland)
Maryland
$719K -$63K -1,201 -8%
VPP
243
Vertex Planning Partners
Illinois
$717K +$22.9K +437 +3%
GI
244
Gradient Investments
Minnesota
$716K +$45.2K +861 +7%
PWM
245
Perigon Wealth Management
California
$704K -$175K -3,342 -20%
MWP
246
Madison Wealth Partners
Wisconsin
$702K -$37.5K -715 -5%
OPWM
247
Oregon Pacific Wealth Management
Oregon
$691K +$83.4K +1,589 +14%
AWM
248
Avaii Wealth Management
Wisconsin
$684K -$42.5K -810 -6%
ATPW
249
Ashton Thomas Private Wealth
Arizona
$683K +$68.7K +1,309 +11%
GC
250
Grimes & Company
Massachusetts
$682K -$36.2K -689 -5%