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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
51
Visionary Wealth Advisors
Illinois
$4.52M +$270K +5,147 +6%
RCAG
52
Rehmann Capital Advisory Group
Michigan
$4.41M +$156K +2,971 +4%
KLI
53
Kelman-Lazarov Inc
Tennessee
$4.34M +$77.4K +1,474 +2%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$4.01M
OWA
55
Opal Wealth Advisors
New York
$3.99M -$5.3K -101 -0.1%
CWM
56
CarsonAllaria Wealth Management
Illinois
$3.96M -$114K -2,178 -3%
OIA
57
Optimum Investment Advisors
Illinois
$3.95M
FIBT
58
First International Bank & Trust
North Dakota
$3.94M +$141K +2,682 +4%
Jane Street
59
Jane Street
New York
$3.93M +$3.93M +74,900 New
BWM
60
Biltmore Wealth Management
Arizona
$3.8M
SG
61
StoneX Group
New York
$3.8M -$503K -9,571 -12%
NA
62
NewEdge Advisors
Louisiana
$3.45M +$274K +5,209 +9%
FM
63
Foster & Motley
Ohio
$3.36M -$69.3K -1,319 -2%
PFG
64
PAX Financial Group
Texas
$3.31M +$701K +13,348 +27%
LFA
65
Legacy Financial Advisors
Kentucky
$3.26M -$172K -3,268 -5%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$2.98M -$345K -6,570 -10%
PWMG
67
Prestige Wealth Management Group
New Jersey
$2.93M +$666K +12,673 +29%
EWM
68
Executive Wealth Management
Michigan
$2.79M -$685K -13,033 -20%
EFL
69
ERn Financial LLC
Wisconsin
$2.78M +$47.4K +903 +2%
Financial Engines Advisors
70
Financial Engines Advisors
California
$2.75M -$180K -3,427 -6%
BFG
71
Bleakley Financial Group
New Jersey
$2.74M +$333K +6,332 +14%
SW
72
Simplicity Wealth
New Jersey
$2.74M +$2.74M +52,168 New
FFM
73
Flagstone Financial Management
Nebraska
$2.7M +$1.16M +22,058 +75%
DAS
74
Dynamic Advisor Solutions
Arizona
$2.66M +$535K +10,192 +25%
PAG
75
Paladin Advisory Group
Iowa
$2.64M +$9.19K +175 +0.3%