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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
401
DeLarme Wealth Management
California
$214K – – –
MEG
402
Millstone Evans Group
Colorado
$210K – – –
SN
403
Sittner & Nelson
Oregon
$210K +$105K +2,000 +100%
PCIA
404
Prime Capital Investment Advisors
Kansas
$208K -$4.66K -89 -2%
FHA
405
Flagship Harbor Advisors
Massachusetts
$206K +$1.05K +20 +0.5%
FFA
406
Florida Financial Advisors
Florida
$206K +$205K +3,910 New
KCM
407
Kathmere Capital Management
Pennsylvania
$204K +$203K +3,878 New
HIP
408
HUB Investment Partners
Texas
$203K – – –
OAM
409
Occidental Asset Management
California
$202K – – –
CCWP
410
Cedar Cove Wealth Partners
Minnesota
$202K -$60.9K -1,163 -23%
GWP
411
Gateway Wealth Partners
Wisconsin
$202K -$88.4K -1,688 -31%
MIA
412
Milestone Investment Advisors
Wisconsin
$178K – – –
ACA
413
Aptus Capital Advisors
Alabama
$173K +$154K +2,944 +861%
HFG
414
Harborfront Financial Group
Michigan
$168K +$168K +3,202 New
MA
415
MCF Advisors
Kentucky
$166K -$39.3K -750 -19%
RF
416
Robinswood Financial
Washington
$165K +$84.4K +1,612 +106%
Qube Research & Technologies (QRT)
417
Qube Research & Technologies (QRT)
United Kingdom
$160K +$159K +3,042 New
IA
418
IFP Advisors
Florida
$155K -$48.8K -932 -24%
FMII
419
Farmers & Merchants Investments Inc
Nebraska
$146K – – –
TCM
420
Triumph Capital Management
Colorado
$145K +$49.8K +950 +53%
HI
421
Horizon Investments
North Carolina
$129K -$34.2K -653 -21%
IFWM
422
Institute for Wealth Management
Colorado
$105K +$105K +2,000 New
LWM
423
Lodestone Wealth Management
Washington
$102K -$5.39K -103 -5%
EWM
424
Evolution Wealth Management
Florida
$98.8K +$1.47K +28 +2%
Fidelity Investments
425
Fidelity Investments
Massachusetts
$91.8K +$16.4K +314 +22%