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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SNBOSCI
251
Security National Bank of Sioux City Iowa
Iowa
$565K +$556K +10,800 New
SWA
252
Stratos Wealth Advisors
Ohio
$536K +$4.43K +86 +0.8%
LFAS
253
Level Four Advisory Services
Texas
$531K -$17.8K -346 -3%
Envestnet Portfolio Solutions
254
Envestnet Portfolio Solutions
Illinois
$526K +$14.9K +290 +3%
HGA
255
Hobbs Group Advisors
South Carolina
$521K +$258 +5 +0.1%
CCM
256
Coldstream Capital Management
Washington
$514K +$8.24K +160 +2%
GIA
257
Gladstone Institutional Advisory
Florida
$505K +$27.9K +541 +6%
CWP
258
Clark Wealth Partners
Illinois
$503K +$495K +9,606 New
4WM
259
49 Wealth Management
Texas
$485K +$43.2K +838 +10%
DC
260
Davenport & Co
Virginia
$481K
BRWA
261
B. Riley Wealth Advisors
Florida
$481K -$453K -8,800 -49%
HWM
262
Howard Wealth Management
Connecticut
$469K +$38.3K +744 +9%
SW
263
SteelPeak Wealth
California
$457K +$450K +8,736 New
ASN
264
Advisory Services Network
Georgia
$449K +$31.5K +611 +8%
FHC
265
First Heartland Consultants
Missouri
$449K +$94.5K +1,834 +27%
GSEP
266
Golden State Equity Partners
California
$448K -$515 -10 -0.1%
Jane Street
267
Jane Street
New York
$448K -$6.21M -120,608 -93%
CKAIS
268
Christensen King & Associates Investment Services
Washington
$438K
CCM
269
Cambridge Capital Management
Illinois
$434K +$19.4K +376 +5%
BFA
270
Bragg Financial Advisors
North Carolina
$408K +$66.4K +1,289 +20%
RFG
271
REAP Financial Group
Texas
$403K +$397K +7,710 New
MFC
272
Morris Financial Concepts
South Carolina
$401K +$94.2K +1,829 +31%
DWM
273
Denver Wealth Management
Colorado
$397K +$391K +7,600 New
ALA
274
Atlas Legacy Advisors
California
$392K -$7.83K -152 -2%
FAFN
275
First Affirmative Financial Network
Colorado
$390K -$18.1K -352 -5%