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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
51
Hanson & Doremus Investment Management
Vermont
$607K +$98K +1,776 +19%
Truist Financial
52
Truist Financial
North Carolina
$606K -$35.3K -640 -5%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$543K +$95.3K +1,727 +21%
PFS
54
Prospera Financial Services
Texas
$502K -$150K -2,721 -23%
AIM
55
Anchor Investment Management
South Carolina
$496K
Citigroup
56
Citigroup
New York
$461K +$80K +1,450 +21%
OPS
57
Orion Portfolio Solutions
Nebraska
$460K +$552 +10 +0.1%
VC
58
Veracity Capital
Georgia
$402K +$407K +7,372 New
BCWM
59
Bartlett & Co Wealth Management
Ohio
$390K +$370K +6,700 +1,489%
BC
60
Bartlett & Co
Ohio
$390K +$394K +7,150 New
Citadel Advisors
61
Citadel Advisors
Florida
$383K +$388K +7,026 New
DWM
62
Darwin Wealth Management
Florida
$363K +$368K +6,670 New
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$356K
WC
64
Waterloo Capital
Texas
$346K +$349K +6,335 New
CRWM
65
Castle Rock Wealth Management
California
$342K +$276 +5 +0.1%
RJA
66
Raymond James & Associates
Florida
$341K -$62.8K -1,138 -15%
FTUS
67
Flow Traders U.S.
New York
$336K +$340K +6,165 New
SI
68
Stephens Inc
Arkansas
$327K +$331K +6,000 New
IWC
69
Integrated Wealth Concepts
Massachusetts
$320K -$400K -7,249 -55%
APA
70
American Portfolios Advisors
New York
$312K -$93.8K -1,701 -23%
CCP
71
Corient Capital Partners
California
$304K
WSTAM
72
Wilbanks Smith & Thomas Asset Management
Virginia
$304K
PCMC
73
Paragon Capital Management (Colorado)
Colorado
$292K
CWS
74
Cypress Wealth Services
California
$283K
OFG
75
Oxford Financial Group
Indiana
$282K