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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$18.8M +$1.02M +19,472 +6%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$18.6M +$7.19M +137,275 +63%
PA
28
PW Advisors
Florida
$16.7M +$1.62M +30,916 +11%
WAAG
29
Wealth Alliance Advisory Group
Kansas
$16.3M +$451K +8,607 +3%
CA
30
Clearstead Advisors
Ohio
$15.7M +$1.28M +24,377 +9%
Truist Financial
31
Truist Financial
North Carolina
$13.5M -$1.78K -34 -0%
VT
32
Vise Technologies
New York
$13.2M +$13.2M +251,564 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$12.7M +$1.69M +32,194 +15%
XPN
34
XY Planning Network
Montana
$12.3M +$911K +17,396 +8%
AWM
35
Austin Wealth Management
Texas
$12.1M -$649K -12,399 -5%
BPA
36
Beacon Pointe Advisors
California
$11.9M +$1.34M +25,620 +13%
KIM
37
Kestra Investment Management
Texas
$11.8M +$1.86M +35,607 +19%
MML Investors Services
38
MML Investors Services
Massachusetts
$11.3M +$1.21M +23,061 +12%
CPW
39
Crestmont Private Wealth
Texas
$11.2M +$629K +12,005 +6%
APP
40
Avantax Planning Partners
Iowa
$11.1M -$249K -4,748 -2%
BFWA
41
Benchmark Financial Wealth Advisors
Florida
$11M -$946K -18,072 -8%
AWM
42
AE Wealth Management
Kansas
$10.8M +$6.71M +128,141 +164%
PCG
43
Prosperity Consulting Group
Maryland
$10.8M +$1.26M +24,071 +13%
IWC
44
Integrated Wealth Concepts
Massachusetts
$10.4M +$3.96M +75,673 +62%
DWM
45
Dakota Wealth Management
Florida
$10.1M +$716K +13,662 +8%
MBFW
46
Morton Brown Family Wealth
Pennsylvania
$9.99M +$482K +9,207 +5%
FFM
47
Flagstone Financial Management
Nebraska
$9.88M +$1.14M +21,695 +13%
DWP
48
Daymark Wealth Partners
Ohio
$9.78M +$9.16M +174,845 +1,575%
TCM
49
TD Capital Management
Tennessee
$8.89M +$698K +13,328 +9%
FM
50
Foster & Motley
Ohio
$8.78M +$1.32M +25,264 +18%