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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Accredited Wealth Management
Kentucky
$161K – – –
VWWMG
302
Vermillion & White Wealth Management Group
Pennsylvania
$155K +$111K +2,145 +251%
AF
303
Advisornet Financial
Minnesota
$144K -$89.2K -1,720 -38%
MFC
304
Morris Financial Concepts
South Carolina
$132K +$133K +2,556 New
VNA
305
Valley National Advisers
Pennsylvania
$128K +$93.4K +1,801 +260%
PS
306
Principal Securities
Iowa
$122K – – –
ACA
307
Aptus Capital Advisors
Alabama
$109K +$1.35K +26 +1%
CB
308
Centennial Bank
Arkansas
$108K -$249K -4,800 -70%
CA
309
Clearstead Advisors
Ohio
$99.1K +$622 +12 +0.6%
TCOV
310
Trust Company of Vermont
Vermont
$98.7K – – –
AG
311
AmeriFlex Group
Nevada
$88.2K – – –
Bank of Montreal
312
Bank of Montreal
Ontario, Canada
$87.6K – – –
EB
313
Eastern Bank
Massachusetts
$87.6K +$88.2K +1,700 New
WP
314
WealthShield Partners
North Carolina
$82.6K +$48.9K +942 +142%
FMII
315
Farmers & Merchants Investments Inc
Nebraska
$80.2K – – –
RTL
316
Red Tortoise LLC
Georgia
$71.2K +$571 +11 +0.8%
CIBC Private Wealth Group
317
CIBC Private Wealth Group
Georgia
$66.9K -$5.08K -98 -7%
IWM
318
IMG Wealth Management
Florida
$66.8K +$67.2K +1,295 New
FAM
319
Flaharty Asset Management
Florida
$58.4K +$58.7K +1,132 New
TCM
320
TruNorth Capital Management
Michigan
$51.5K – – –
CFB
321
Cullen/Frost Bankers
Texas
$43.3K +$43.6K +840 New
MFS
322
Mattson Financial Services
Michigan
$23.8K +$24K +462 New
RIL
323
Rothschild Investment LLC
Illinois
$19.3K – – –
WT
324
Washington Trust
Rhode Island
$17.3K – – –
GSWM
325
Golden State Wealth Management
California
$16.5K +$1.81K +35 +12%