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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
301
Envestnet Portfolio Solutions
Illinois
$506K -$19.6K -372 -4%
CWP
302
Clark Wealth Partners
Illinois
$501K
OCA
303
Optimus Capital Advisors
Texas
$496K +$501K +9,500 New
RFG
304
REAP Financial Group
Texas
$492K +$35.4K +672 +8%
FAFN
305
First Affirmative Financial Network
Colorado
$485K +$490K +9,290 New
ASN
306
Advisory Services Network
Georgia
$481K +$11.7K +221 +2%
GI
307
Gradient Investments
Minnesota
$469K -$246K -4,670 -34%
JRSI
308
Jeter Robert S II
$461K +$464K +8,797 New
APA
309
Astoria Portfolio Advisors
New York
$454K -$86.5K -1,641 -16%
RIA
310
Regal Investment Advisors
Michigan
$453K
SFS
311
Security Financial Services
Indiana
$442K +$446K +8,461 New
CKAIS
312
Christensen King & Associates Investment Services
Washington
$437K
CCM
313
Cambridge Capital Management
Illinois
$437K +$1.53K +29 +0.3%
CCFM
314
Clear Creek Financial Management
Washington
$428K -$33.7K -640 -7%
Corient Private Wealth
315
Corient Private Wealth
Florida
$427K -$2.92M -55,359 -87%
PFS
316
Prospera Financial Services
Texas
$426K +$2K +38 +0.5%
FHC
317
First Heartland Consultants
Missouri
$424K -$34.9K -662 -8%
Betterment LLC
318
Betterment LLC
New York
$415K +$23.4K +444 +6%
BW
319
Balance Wealth
Ohio
$404K +$9.23K +175 +2%
VIM
320
Vista Investment Management
Pennsylvania
$396K
IWM
321
IHT Wealth Management
Illinois
$395K +$399K +7,564 New
RT
322
Rockland Trust
Massachusetts
$391K -$17.6K -334 -4%
ACS
323
Archford Capital Strategies
Illinois
$390K +$395K +7,482 New
SW
324
SteelPeak Wealth
California
$386K -$68.9K -1,306 -15%
CAM
325
Cozad Asset Management
Illinois
$379K +$383K +7,263 New