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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
276
Anchor Investment Management
South Carolina
$649K
PWM
277
Perigon Wealth Management
California
$638K -$62.9K -1,193 -9%
BFA
278
Bragg Financial Advisors
North Carolina
$626K +$100K +1,900 +19%
BWM
279
Biltmore Wealth Management
Arizona
$623K -$489K -9,281 -44%
MWM
280
Mission Wealth Management
California
$622K -$14K -265 -2%
HWM
281
Howard Wealth Management
Connecticut
$619K +$76.4K +1,449 +14%
AC
282
Avestar Capital
New York
$607K +$613K +11,633 New
KCM
283
Kendall Capital Management
Maryland
$605K
FFN
284
Focus Financial Network
Minnesota
$605K -$3.38K -64 -0.5%
MFC
285
Morris Financial Concepts
South Carolina
$604K +$169K +3,211 +38%
GIA
286
Gladstone Institutional Advisory
Florida
$603K +$72.2K +1,370 +13%
FD
287
Financial Designs
California
$593K
UW
288
Unique Wealth
Florida
$586K -$1.56M -29,624 -73%
DWP
289
Daymark Wealth Partners
Ohio
$579K +$182K +3,458 +45%
HFA
290
Hershey Financial Advisers
Pennsylvania
$578K +$368K +6,977 +170%
DC
291
Davenport & Co
Virginia
$576K +$48.2K +915 +9%
SNBOSCI
292
Security National Bank of Sioux City Iowa
Iowa
$564K
LFAS
293
Level Four Advisory Services
Texas
$561K -$23K -437 -4%
CRC
294
Curi RMB Capital
Illinois
$552K +$62K +1,176 +13%
BPFA
295
Barnes Pettey Financial Advisors
Mississippi
$550K +$4.48K +85 +0.8%
FF
296
Friday Financial
Iowa
$536K
CL
297
CVFG LLC
Indiana
$528K +$534K +10,120 New
CCM
298
Coldstream Capital Management
Washington
$516K +$2.64K +50 +0.5%
Mercer Global Advisors
299
Mercer Global Advisors
Colorado
$509K -$142K -2,699 -22%
HGA
300
Hobbs Group Advisors
South Carolina
$508K -$11.4K -217 -2%