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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CRC
301
Curi RMB Capital
Illinois
$556K – – –
HGA
302
Hobbs Group Advisors
South Carolina
$549K +$36.1K +690 +7%
MFG
303
Merit Financial Group
Georgia
$548K -$226K -4,310 -29%
DWP
304
Destiny Wealth Partners
Florida
$545K -$432K -8,248 -44%
CL
305
CVFG LLC
Indiana
$535K +$2.62K +50 +0.5%
HFA
306
Hershey Financial Advisers
Pennsylvania
$530K -$52.3K -998 -9%
CCM
307
Coldstream Capital Management
Washington
$520K – – –
APA
308
Astoria Portfolio Advisors
New York
$520K +$65.1K +1,243 +14%
Envestnet Portfolio Solutions
309
Envestnet Portfolio Solutions
Illinois
$514K +$3.51K +67 +0.7%
OCA
310
Optimus Capital Advisors
Texas
$500K – – –
RFG
311
REAP Financial Group
Texas
$494K -$1.68K -32 -0.3%
GI
312
Gradient Investments
Minnesota
$491K +$18.5K +353 +4%
TRCT
313
Tower Research Capital (TRC)
New York
$478K -$568K -10,841 -54%
PFS
314
Prospera Financial Services
Texas
$476K +$46.4K +886 +11%
RWA
315
Redhawk Wealth Advisors
Minnesota
$466K +$464K +8,859 New
NWMG
316
National Wealth Management Group
Ohio
$465K +$231K +4,413 +100%
BW
317
Balance Wealth
Ohio
$464K +$56.7K +1,082 +14%
JRSI
318
Jeter Robert S II
$454K -$6.44K -123 -1%
BWM
319
Biltmore Wealth Management
Arizona
$452K -$175K -3,335 -28%
IWM
320
IHT Wealth Management
Illinois
$451K +$52.5K +1,003 +13%
CCM
321
Cambridge Capital Management
Illinois
$448K +$7.86K +150 +2%
RIA
322
Regal Investment Advisors
Michigan
$447K -$9.53K -182 -2%
Betterment LLC
323
Betterment LLC
New York
$446K +$28.1K +536 +7%
PW
324
PUREfi Wealth
Massachusetts
$445K -$399K -7,613 -47%
CKAIS
325
Christensen King & Associates Investment Services
Washington
$440K – – –