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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Steph & Co
Wisconsin
$4.89M +$44K +838 +0.9%
FMWA
52
Forvis Mazars Wealth Advisors
Missouri
$4.73M +$256K +4,880 +6%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$4.7M -$318K -6,063 -6%
VWA
54
Visionary Wealth Advisors
Illinois
$4.62M +$683 +13 +0%
GIA
55
Goodwin Investment Advisory
Georgia
$4.55M -$244K -4,639 -5%
KLI
56
Kelman-Lazarov Inc
Tennessee
$4.52M +$35.1K +668 +0.8%
FFM
57
Flagstone Financial Management
Nebraska
$4.41M +$920K +17,521 +27%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$4.36M +$63K +1,200 +1%
OIA
59
Optimum Investment Advisors
Illinois
$3.99M
CWM
60
CarsonAllaria Wealth Management
Illinois
$3.91M -$257K -4,891 -6%
FIBT
61
First International Bank & Trust
North Dakota
$3.89M -$367K -6,990 -9%
PFG
62
PAX Financial Group
Texas
$3.52M +$246K +4,680 +8%
Osaic Holdings
63
Osaic Holdings
Arizona
$3.51M -$134K -2,549 -4%
EWM
64
Executive Wealth Management
Michigan
$3.38M +$583K +11,108 +21%
EFS
65
Econ Financial Services
Pennsylvania
$3.32M +$100K +1,907 +3%
IWC
66
Integrated Wealth Concepts
Massachusetts
$3.29M +$1.42M +26,941 +77%
FM
67
Foster & Motley
Ohio
$3.23M -$76.2K -1,450 -2%
OWA
68
Opal Wealth Advisors
New York
$3.2M -$68.1K -1,296 -2%
LFA
69
Legacy Financial Advisors
Kentucky
$3.16M -$26.1K -497 -0.8%
PWMG
70
Prestige Wealth Management Group
New Jersey
$2.95M +$4.62K +88 +0.2%
SAG
71
SageView Advisory Group
California
$2.95M +$2.92M +55,678 New
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$2.86M -$233K -4,442 -8%
AFO
73
Arrowroot Family Office
California
$2.83M +$132K +2,520 +5%
BFG
74
Bleakley Financial Group
New Jersey
$2.82M -$31.4K -597 -1%
EFL
75
ERn Financial LLC
Wisconsin
$2.79M -$78K -1,485 -3%