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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Paladin Advisory Group
Iowa
$2.64M +$42.6K +832 +2%
EFL
52
ERn Financial LLC
Wisconsin
$2.62M
AFO
53
Arrowroot Family Office
California
$2.56M -$256K -4,998 -9%
RMDI
54
R.M. Davis Inc
Maine
$2.56M +$76.9K +1,500 +3%
KIG
55
Kowal Investment Group
Wisconsin
$2.34M +$154K +3,004 +7%
VPP
56
Vertex Planning Partners
Illinois
$2.32M -$72.4K -1,413 -3%
BFG
57
Bleakley Financial Group
New Jersey
$2.3M +$69.9K +1,363 +3%
SS
58
Simplicity Solutions
Minnesota
$2.3M +$69.9K +1,363 +3%
SMG
59
Smart Money Group
Texas
$2.3M -$729K -14,214 -24%
CWM
60
Cornerstone Wealth Management
Missouri
$2.3M -$131K -2,553 -5%
OWA
61
Opal Wealth Advisors
New York
$2.26M -$10.3K -200 -0.4%
IWA
62
Inspirion Wealth Advisors
Illinois
$2.19M
RT
63
Rockland Trust
Massachusetts
$2.16M -$215K -4,192 -9%
SW
64
Signify Wealth
Missouri
$2.16M -$1.18M -23,096 -35%
HDIM
65
Hanson & Doremus Investment Management
Vermont
$2.06M -$231K -4,510 -10%
ML
66
McAdam LLC
Pennsylvania
$2.05M +$67K +1,307 +3%
AWM
67
Austin Wealth Management
Texas
$1.95M +$1.96M +38,193 New
WIM
68
Westside Investment Management
California
$1.88M +$30.8K +600 +2%
PTC
69
Private Trust Company
Ohio
$1.87M +$434K +8,465 +29%
PWMG
70
Prestige Wealth Management Group
New Jersey
$1.85M +$36.2K +707 +2%
ACP
71
Aviance Capital Partners
Florida
$1.73M -$1.69K -33 -0.1%
VNA
72
Valley National Advisers
Pennsylvania
$1.62M
MML Investors Services
73
MML Investors Services
Massachusetts
$1.57M +$598K +11,665 +59%
PG
74
Patten Group
Tennessee
$1.56M -$8.61K -168 -0.5%
VA
75
Valmark Advisers
Ohio
$1.45M