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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BI
251
Beckerman Institutional
New Jersey
$965K +$177K +3,375 +23%
FFN
252
Focus Financial Network
Minnesota
$963K +$352K +6,718 +58%
PFA
253
Petra Financial Advisors
Colorado
$943K +$786 +15 +0.1%
Rockefeller Capital Management
254
Rockefeller Capital Management
New York
$938K -$14.5K -277 -2%
BMWS
255
Brady Martz Wealth Solutions
North Dakota
$928K -$33.6K -641 -4%
OCM
256
One Capital Management
California
$924K
KPP
257
Kings Path Partners
Texas
$916K
Nuveen
258
Nuveen
North Carolina
$902K +$898K +17,141 New
OPWM
259
Oakwell Private Wealth Management
Texas
$880K
KPWS
260
Kestra Private Wealth Services
Texas
$872K +$28.8K +550 +3%
FFA
261
Fragasso Financial Advisors
Pennsylvania
$866K
SWM
262
SFG Wealth Management
Maryland
$866K +$862K +16,457 New
GHAM
263
Gilman Hill Asset Management
Connecticut
$843K
TCG
264
Transcendent Capital Group
Oklahoma
$836K -$11.6K -221 -1%
PGAM
265
Princeton Global Asset Management
New Jersey
$827K -$93K -1,775 -10%
MWM
266
Mission Wealth Management
California
$810K +$183K +3,485 +29%
First Trust Advisors
267
First Trust Advisors
Illinois
$792K -$1.89K -36 -0.2%
FDG
268
Financial Discovery Group
Georgia
$783K +$53.4K +1,019 +7%
TIM
269
Tortoise Investment Management
New York
$773K -$62.8K -1,200 -8%
CAPTRUST Financial Advisors
270
CAPTRUST Financial Advisors
North Carolina
$747K +$67.6K +1,290 +10%
PA
271
PFG Advisors
Arizona
$746K -$47.2K -902 -6%
SSC
272
Syverson Strege & Co
Iowa
$746K -$45.8K -874 -6%
DWAM
273
Duncan Williams Asset Management
Tennessee
$743K -$466K -8,892 -39%
MCFP
274
Mallini Complete Financial Planning
Florida
$742K
CIR
275
Clear Investment Research
Georgia
$735K +$80.8K +1,542 +12%