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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$2.76M -$2.4M -47,379 -47%
BWM
52
BCS Wealth Management
Tennessee
$2.67M +$1.61M +31,752 +157%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$2.61M +$80.9K +1,593 +3%
SI
54
Saxon Interests
Texas
$2.48M +$2.42M +47,728 New
KIG
55
Kowal Investment Group
Wisconsin
$2.47M +$1.55M +30,559 +174%
AWS
56
Atria Wealth Solutions
New York
$2.46M +$2.43M +47,793 New
TCM
57
TD Capital Management
Tennessee
$2.36M +$1.48M +29,243 +176%
SHGA
58
Sand Hill Global Advisors
California
$2.25M -$182K -3,576 -8%
IWA
59
Inspirion Wealth Advisors
Illinois
$2.21M +$2.18M +42,964 New
HDIM
60
Hanson & Doremus Investment Management
Vermont
$2.2M -$67.2K -1,324 -3%
PI
61
PFS Investments
Georgia
$2.19M +$2.16M +42,556 New
BFG
62
Bleakley Financial Group
New Jersey
$2.12M +$2.1M +41,283 New
RPGK
63
Retirement Planning Group (Kansas)
Kansas
$2.01M -$1.07M -21,049 -35%
ACP
64
Aviance Capital Partners
Florida
$1.98M -$119K -2,336 -6%
PWMG
65
Prestige Wealth Management Group
New Jersey
$1.92M +$1.3M +25,596 +219%
OPS
66
Orion Portfolio Solutions
Nebraska
$1.9M +$342K +6,741 +22%
OMC
67
Old Mission Capital
Illinois
$1.81M +$1.78M +35,150 New
EWM
68
Executive Wealth Management
Michigan
$1.79M +$1.7M +33,577 +2,699%
VNA
69
Valley National Advisers
Pennsylvania
$1.79M +$1.75M +34,382 New
SA
70
Sunesis Advisors
Kansas
$1.72M
MMA
71
Miracle Mile Advisors
California
$1.66M -$16.1M -317,662 -91%
AWE
72
Avidian Wealth Enterprises
Texas
$1.64M +$1.62M +31,859 New
EFS
73
Econ Financial Services
Pennsylvania
$1.57M +$1.55M +30,604 New
PG
74
Patten Group
Tennessee
$1.52M -$613K -12,068 -29%
MML Investors Services
75
MML Investors Services
Massachusetts
$1.52M +$362K +7,133 +32%