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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
76
Clearview Wealth Advisors
Oregon
$399K +$396K +7,039 New
PFS
77
Prospera Financial Services
Texas
$396K +$190K +3,379 +94%
KLI
78
Kelman-Lazarov Inc
Tennessee
$367K +$3.94K +70 +1%
DC
79
Davenport & Co
Virginia
$363K +$360K +6,393 New
IWC
80
Integrated Wealth Concepts
Massachusetts
$362K
CRWM
81
Castle Rock Wealth Management
California
$340K +$336K +5,974 New
FWP
82
Firethorn Wealth Partners
Georgia
$338K +$335K +5,953 New
DAS
83
Dynamic Advisor Solutions
Arizona
$331K +$84.8K +1,505 +35%
MSFS
84
Main Street Financial Solutions
Pennsylvania
$320K +$318K +5,640 New
APA
85
American Portfolios Advisors
New York
$320K -$3.04K -54 -0.9%
WSTAM
86
Wilbanks Smith & Thomas Asset Management
Virginia
$316K
TIM
87
Tortoise Investment Management
New York
$309K
PCMC
88
Paragon Capital Management (Colorado)
Colorado
$303K
BAM
89
Belpointe Asset Management
Nevada
$301K +$1.35K +24 +0.5%
CWS
90
Cypress Wealth Services
California
$295K +$292K +5,191 New
FHC
91
First Heartland Consultants
Missouri
$294K -$21.4K -380 -7%
OFG
92
Oxford Financial Group
Indiana
$293K
AAS
93
Avantax Advisory Services
Texas
$291K -$22.8K -404 -7%
LCM
94
Leisure Capital Management
California
$281K
BFA
95
Beacon Financial Advisory
Ohio
$280K
COF
96
Capital One Financial
Virginia
$267K +$265K +4,711 New
VC
97
Vicus Capital
Pennsylvania
$262K +$4.45K +79 +2%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$256K
BWM
99
BerganKDV Wealth Management
Minnesota
$256K
SAM
100
SignalPoint Asset Management
Missouri
$255K +$253K +4,500 New