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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NC
351
NewSquare Capital
Pennsylvania
$324K +$7.75K +148 +2%
BB
352
Burford Brothers
Texas
$323K – – –
NAS
353
NWF Advisory Services
California
$320K +$2.62K +50 +0.8%
BFF
354
Byrne Financial Freedom
Massachusetts
$319K +$6.29K +120 +2%
GS
355
GWN Securities
Florida
$318K +$16.5K +315 +5%
CAI
356
Capital Advisors Inc
Oklahoma
$318K +$316K +6,040 New
WAM
357
Worth Asset Management
Texas
$313K – – –
RWM
358
Ritholtz Wealth Management
New York
$311K -$4.4K -84 -1%
BDFN
359
Bond & Devick Financial Network
Minnesota
$307K -$69.4K -1,325 -18%
LJAC
360
L.J. Altfest & Co
New York
$306K +$53K +1,012 +21%
RSWA
361
Robinson Smith Wealth Advisors
Maine
$305K +$1.94K +37 +0.6%
MWM
362
Modern Wealth Management
Kansas
$303K +$88.5K +1,689 +42%
MMA
363
Miracle Mile Advisors
California
$302K +$314 +6 +0.1%
PFA
364
Professional Financial Advisors
Nebraska
$301K +$33.8K +645 +13%
SWM
365
Seaside Wealth Management
California
$301K – – –
CPA
366
Clear Point Advisors
New York
$299K +$298K +5,689 New
CAM
367
Clark Asset Management
New Hampshire
$299K – – –
HKIMG
368
Hutchens & Kramer Investment Management Group
Indiana
$294K +$35.8K +684 +14%
WI
369
WrapManager Inc
California
$293K +$292K +5,567 New
CRI
370
Commonwealth Retirement Investments
Virginia
$289K – – –
WP
371
Walleye Partners
Wisconsin
$284K +$71.8K +1,371 +34%
MAM
372
Milestone Asset Management
Pennsylvania
$283K – – –
PWA
373
Provenance Wealth Advisors
Florida
$282K +$125K +2,382 +80%
M&T Bank
374
M&T Bank
New York
$277K – – –
CWP
375
Cyndeo Wealth Partners
Florida
$276K +$1.41K +27 +0.5%