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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
276
Gladstone Institutional Advisory
Florida
$534K +$27.4K +522 +5%
DC
277
Davenport & Co
Virginia
$530K +$47.6K +907 +10%
BFA
278
Bragg Financial Advisors
North Carolina
$529K +$119K +2,275 +29%
Envestnet Portfolio Solutions
279
Envestnet Portfolio Solutions
Illinois
$528K +$472 +9 +0.1%
HGA
280
Hobbs Group Advisors
South Carolina
$522K
CCM
281
Coldstream Capital Management
Washington
$515K
SHA
282
Seneca House Advisors
Virginia
$514K +$514K +9,800 New
USCWA
283
U.S. Capital Wealth Advisors
Texas
$509K +$510K +9,721 New
AIM
284
Advyzon Investment Management
Illinois
$508K +$509K +9,693 New
CWP
285
Clark Wealth Partners
Illinois
$503K
CRC
286
Curi RMB Capital
Illinois
$494K +$493K +9,395 New
SWA
287
Stratos Wealth Advisors
Ohio
$491K -$46.9K -893 -9%
ASN
288
Advisory Services Network
Georgia
$472K +$21.1K +402 +5%
CCFM
289
Clear Creek Financial Management
Washington
$465K -$179K -3,406 -28%
FHC
290
First Heartland Consultants
Missouri
$460K +$10.4K +198 +2%
RFG
291
REAP Financial Group
Texas
$459K +$55K +1,047 +14%
SW
292
SteelPeak Wealth
California
$458K -$1.57K -30 -0.3%
RIA
293
Regal Investment Advisors
Michigan
$455K +$456K +8,689 New
CKAIS
294
Christensen King & Associates Investment Services
Washington
$439K
MFC
295
Morris Financial Concepts
South Carolina
$439K +$36.9K +702 +9%
CCM
296
Cambridge Capital Management
Illinois
$437K +$1.52K +29 +0.3%
PFS
297
Prospera Financial Services
Texas
$426K +$427K +8,128 New
RT
298
Rockland Trust
Massachusetts
$410K -$199K -3,788 -33%
DWP
299
Daymark Wealth Partners
Ohio
$401K +$401K +7,644 New
VIM
300
Vista Investment Management
Pennsylvania
$398K +$82.7K +1,575 +26%