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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
76
Tortoise Investment Management
New York
$306K +$29.8K +530 +11%
PCMC
77
Paragon Capital Management (Colorado)
Colorado
$300K
BAM
78
Belpointe Asset Management
Nevada
$297K +$297K +5,276 New
OFG
79
Oxford Financial Group
Indiana
$290K
LCM
80
Leisure Capital Management
California
$278K
BFA
81
Beacon Financial Advisory
Ohio
$277K
VC
82
Vicus Capital
Pennsylvania
$255K -$35.2K -625 -12%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$254K
BWM
84
BerganKDV Wealth Management
Minnesota
$254K +$14.1K +251 +6%
CAN
85
Cetera Advisor Networks
California
$253K
WMA
86
Wealth Management Associates
New Jersey
$245K +$30.9K +550 +14%
DAS
87
Dynamic Advisor Solutions
Arizona
$243K +$243K +4,326 New
HH
88
Hilltop Holdings
Texas
$240K +$240K +4,274 New
BFEC
89
Benjamin F. Edwards & Company
Missouri
$236K -$41.5K -737 -15%
JF
90
JSF Financial
California
$225K
GWM
91
Geneos Wealth Management
Colorado
$223K +$42.2K +750 +23%
GIA
92
Gladstone Institutional Advisory
Florida
$219K -$394 -7 -0.2%
Luther King Capital Management (LKCM)
93
Luther King Capital Management (LKCM)
Texas
$217K
EWM
94
Endurance Wealth Management
Rhode Island
$214K
ATC
95
Argent Trust Co
Tennessee
$210K -$495K -8,805 -70%
SEIA
96
Signature Estate & Investment Advisors
California
$204K +$205K +3,637 New
PFS
97
Prospera Financial Services
Texas
$203K -$212K -3,769 -51%
CA
98
Claro Advisors
Massachusetts
$202K
FFA
99
Fragasso Financial Advisors
Pennsylvania
$202K
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$143K -$120K -2,127 -46%