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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
251
Kestra Private Wealth Services
Texas
$836K +$5.01K +95 +0.6%
TIM
252
Tortoise Investment Management
New York
$829K +$237K +4,500 +40%
GM
253
GeoWealth Management
Illinois
$824K +$833K +15,794 New
First Trust Advisors
254
First Trust Advisors
Illinois
$788K +$170K +3,222 +27%
PA
255
PFG Advisors
Arizona
$787K +$448K +8,493 +129%
SSC
256
Syverson Strege & Co
Iowa
$785K +$7.07K +134 +0.9%
BI
257
Beckerman Institutional
New Jersey
$781K +$144K +2,726 +22%
ATPW
258
Ashton Thomas Private Wealth
Arizona
$779K +$101K +1,924 +15%
Wealth Enhancement Advisory Services
259
Wealth Enhancement Advisory Services
Minnesota
$776K -$1.91M -36,133 -71%
NG
260
Novem Group
New York
$769K +$738 +14 +0.1%
MFG
261
Merit Financial Group
Georgia
$769K -$41.3K -784 -5%
EWA
262
EP Wealth Advisors
California
$765K -$241K -4,575 -24%
AssetMark Inc
263
AssetMark Inc
California
$739K +$138K +2,616 +23%
MCFP
264
Mallini Complete Financial Planning
Florida
$736K
FDG
265
Financial Discovery Group
Georgia
$724K +$731K +13,869 New
MFGM
266
Marshall Financial Group (Maryland)
Maryland
$716K
RFPS
267
Reality Financial Planning Services
Florida
$708K +$121K +2,304 +20%
MWP
268
Madison Wealth Partners
Wisconsin
$700K +$1.42K +27 +0.2%
AWM
269
Avaii Wealth Management
Wisconsin
$691K +$9.44K +179 +1%
MLRA
270
Main Line Retirement Advisors
Montana
$689K +$696K +13,193 New
PFPG
271
Pinnacle Financial Partners (Georgia)
Georgia
$682K +$480K +9,111 +231%
BFC
272
Bedel Financial Consulting
Indiana
$675K
CAPTRUST Financial Advisors
273
CAPTRUST Financial Advisors
North Carolina
$674K +$14K +265 +2%
MA
274
Montag & Associates
Georgia
$656K +$28.6K +542 +5%
CIR
275
Clear Investment Research
Georgia
$649K +$475 +9 +0.1%