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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
$16.5M +$1.98M +37,759 +14%
AWM
27
Austin Wealth Management
Texas
$15.9M -$87K -1,657 -0.5%
SWP
28
Sagespring Wealth Partners
Tennessee
$15.6M -$2.59M -49,379 -14%
PA
29
PW Advisors
Florida
$13.9M +$14M +265,967 New
Truist Financial
30
Truist Financial
North Carolina
$12.9M +$829K +15,800 +7%
CA
31
Clearstead Advisors
Ohio
$12.3M +$2.18M +41,495 +22%
B
32
Bailard
California
$12.1M -$174K -3,315 -1%
APP
33
Avantax Planning Partners
Iowa
$12M -$1.04M -19,718 -8%
KIM
34
Kestra Investment Management
Texas
$11.9M +$2.68M +51,025 +29%
Lido Advisors
35
Lido Advisors
California
$11.7M +$262K +4,982 +2%
Cerity Partners
36
Cerity Partners
New York
$11M +$5.08M +96,762 +85%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$10.8M +$290K +5,532 +3%
MML Investors Services
38
MML Investors Services
Massachusetts
$10.3M +$866K +16,490 +9%
CPW
39
Crestmont Private Wealth
Texas
$10.1M +$467K +8,905 +5%
WAAG
40
Wealth Alliance Advisory Group
Kansas
$9.98M -$38.8K -740 -0.4%
XPN
41
XY Planning Network
Montana
$9.81M +$2.3M +43,748 +30%
BPA
42
Beacon Pointe Advisors
California
$9.7M +$118K +2,245 +1%
HI
43
Harper Investing
California
$9.59M -$37.8K -720 -0.4%
BWM
44
BCS Wealth Management
Tennessee
$9.33M +$4.72M +89,832 +102%
MBFW
45
Morton Brown Family Wealth
Pennsylvania
$8.92M -$396K -7,547 -4%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$8.65M +$2.27M +43,153 +35%
SRB
47
Shotwell Rutter Baer
Michigan
$8.57M -$242K -4,607 -3%
DWM
48
Dakota Wealth Management
Florida
$8.44M +$8.45M +160,959 New
PCG
49
Prosperity Consulting Group
Maryland
$8.25M +$2.46M +46,830 +42%
MCM
50
MAI Capital Management
Ohio
$8.14M +$451K +8,585 +6%