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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
276
Corient Private Wealth
Florida
$726K +$294K +5,615 +69%
MFGM
277
Marshall Financial Group (Maryland)
Maryland
$722K – – –
MWP
278
Madison Wealth Partners
Wisconsin
$703K -$3.19K -61 -0.5%
MLRA
279
Main Line Retirement Advisors
Montana
$697K +$2.88K +55 +0.4%
BFC
280
Bedel Financial Consulting
Indiana
$681K – – –
SPC
281
Sigma Planning Corp
Michigan
$680K +$338K +6,450 +100%
FL
282
FreeGulliver LLC
Louisiana
$679K +$415K +7,918 +158%
AWM
283
Avaii Wealth Management
Wisconsin
$676K -$19.5K -373 -3%
MFC
284
Morris Financial Concepts
South Carolina
$670K +$60.6K +1,158 +10%
DAS
285
Dynamic Advisor Solutions
Arizona
$661K -$385K -7,344 -37%
HWM
286
Howard Wealth Management
Connecticut
$658K +$34.8K +664 +6%
AIM
287
Anchor Investment Management
South Carolina
$654K – – –
FF
288
Friday Financial
Iowa
$653K +$115K +2,196 +21%
GIA
289
Gladstone Institutional Advisory
Florida
$650K +$41.5K +793 +7%
DC
290
Davenport & Co
Virginia
$629K +$48.2K +920 +8%
PFPG
291
Pinnacle Financial Partners (Georgia)
Georgia
$620K -$66.7K -1,273 -10%
PWM
292
Perigon Wealth Management
California
$620K -$23.3K -445 -4%
AC
293
Avestar Capital
New York
$612K – – –
KCM
294
Kendall Capital Management
Maryland
$610K – – –
FD
295
Financial Designs
California
$598K – – –
PS
296
Principal Securities
Iowa
$569K +$258K +4,919 +83%
SNBOSCI
297
Security National Bank of Sioux City Iowa
Iowa
$568K – – –
CCA
298
Cora Capital Advisors
New Jersey
$563K -$440K -8,393 -44%
LFAS
299
Level Four Advisory Services
Texas
$563K -$2.72K -52 -0.5%
BPFA
300
Barnes Pettey Financial Advisors
Mississippi
$559K +$4.56K +87 +0.8%