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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Sagespring Wealth Partners
Tennessee
$8.57M -$994K -18,978 -10%
SPWM
52
Smith Partners Wealth Management
North Carolina
$8.37M +$4.07M +77,633 +95%
MFS
53
McNamara Financial Services
Massachusetts
$8.35M +$1.08M +20,716 +15%
EFN
54
Equita Financial Network
Pennsylvania
$8.24M +$518K +9,893 +7%
HI
55
Harper Investing
California
$8.21M -$886K -16,912 -10%
Mariner
56
Mariner
Kansas
$8M +$1.63M +31,045 +26%
WA
57
Waverly Advisors
Alabama
$7.76M +$4.79M +91,494 +164%
BFG
58
Bleakley Financial Group
New Jersey
$7.73M +$179K +3,415 +2%
B
59
Bailard
California
$7.46M -$2.56M -48,805 -26%
KAS
60
Kestra Advisory Services
Texas
$7.42M +$1.57M +29,965 +27%
SWASL
61
Spartan Wealth Advisory Services LLC
Michigan
$7.39M +$68.1K +1,300 +0.9%
Jane Street
62
Jane Street
New York
$7.37M -$6.12M -116,913 -45%
NDSI
63
Newman Dignan & Sheerar Inc
Rhode Island
$7.33M +$652K +12,445 +10%
EFL
64
ERn Financial LLC
Wisconsin
$7.27M +$159K +3,027 +2%
SI
65
Saxon Interests
Texas
$7.2M +$438K +8,359 +7%
EW
66
Elyxium Wealth
California
$7.2M +$1.22M +23,243 +20%
LPT
67
Legacy Private Trust
Wisconsin
$7.15M +$2.76M +52,611 +63%
SRB
68
Shotwell Rutter Baer
Michigan
$7.09M -$209K -3,986 -3%
AFA
69
Avant Financial Advisors
Texas
$7.04M +$310K +5,928 +5%
IWC
70
Integrated Wealth Concepts
Massachusetts
$7M +$610K +11,642 +10%
AUB
71
Atlantic Union Bankshares
Virginia
$6.97M -$367K -7,008 -5%
RCAG
72
Rehmann Capital Advisory Group
Michigan
$6.85M -$1.35M -25,753 -17%
Creative Planning
73
Creative Planning
Kansas
$6.73M +$147K +2,815 +2%
GPW
74
Genesis Private Wealth
Virginia
$6.65M +$474K +9,057 +8%
GIM
75
Goelzer Investment Management
Indiana
$6.64M -$806K -15,395 -11%