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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
51
Larson Financial Group
Missouri
$5.83M +$3.15M +60,687 +116%
AF
52
Allworth Financial
California
$5.75M -$845K -16,295 -13%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$5.72M +$1.27M +24,486 +28%
Charles Schwab
54
Charles Schwab
California
$5.51M -$31.9K -615 -0.6%
OWM
55
Olympus Wealth Management
Utah
$5.46M +$4.76M +91,742 +647%
FSWA
56
Financial Synergies Wealth Advisors
Texas
$5.45M +$42.4K +818 +0.8%
SRB
57
Shotwell Rutter Baer
Michigan
$5.43M +$39.4K +759 +0.7%
IWC
58
Integrated Wealth Concepts
Massachusetts
$5.39M +$2.21M +42,633 +69%
CWM
59
CarsonAllaria Wealth Management
Illinois
$4.96M +$1.17M +22,590 +31%
GPW
60
Genesis Private Wealth
Virginia
$4.91M +$196K +3,786 +4%
FFM
61
Flagstone Financial Management
Nebraska
$4.75M +$334K +6,446 +8%
KLI
62
Kelman-Lazarov Inc
Tennessee
$4.64M +$153K +2,941 +3%
SMG
63
Smart Money Group
Texas
$4.61M +$242K +4,665 +6%
MWG
64
Martin Worley Group
Utah
$4.58M +$1.11M +21,377 +32%
FMWA
65
Forvis Mazars Wealth Advisors
Missouri
$4.43M -$78.5K -1,514 -2%
Jones Financial Companies
66
Jones Financial Companies
Missouri
$4.38M +$598K +11,522 +16%
VWA
67
Visionary Wealth Advisors
Illinois
$4.3M -$223K -4,295 -5%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$4.24M -$31.1K -600 -0.7%
Creative Planning
69
Creative Planning
Kansas
$4.2M +$3.43M +66,150 +433%
SC
70
Steph & Co
Wisconsin
$4.08M -$253K -4,877 -6%
FIBT
71
First International Bank & Trust
North Dakota
$3.94M +$264K +5,097 +7%
OMC
72
Old Mission Capital
Illinois
$3.9M -$5.85M -112,728 -60%
OIA
73
Optimum Investment Advisors
Illinois
$3.88M
AWM
74
Austin Wealth Management
Texas
$3.87M +$1.79M +34,595 +83%
BFWA
75
Benchmark Financial Wealth Advisors
Florida
$3.83M +$73.1K +1,410 +2%