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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
76
Raymond James & Associates
Florida
$550K -$103K -1,815 -16%
CTFG
77
Capstone Triton Financial Group
Oklahoma
$499K
KAS
78
Kestra Advisory Services
Texas
$498K +$14.6K +257 +3%
CWA
79
Clearview Wealth Advisors
Oregon
$432K +$54.5K +963 +15%
WSTAM
80
Wilbanks Smith & Thomas Asset Management
Virginia
$431K
FMWA
81
Forvis Mazars Wealth Advisors
Missouri
$404K +$403K +7,118 New
PFS
82
Prospera Financial Services
Texas
$398K +$849 +15 +0.2%
CRWM
83
Castle Rock Wealth Management
California
$397K +$56.9K +1,004 +17%
FHC
84
First Heartland Consultants
Missouri
$387K -$2.55K -45 -0.7%
DC
85
Davenport & Co
Virginia
$369K
TIM
86
Tortoise Investment Management
New York
$354K +$5.1K +90 +1%
BRWM
87
B. Riley Wealth Management
Tennessee
$352K
AWP
88
Abacus Wealth Partners
California
$334K -$2.12M -37,440 -86%
SAM
89
SignalPoint Asset Management
Missouri
$329K +$51K +900 +18%
PWMG
90
Prestige Wealth Management Group
New Jersey
$328K +$906 +16 +0.3%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$323K +$57 +1 +0%
MSFS
92
Main Street Financial Solutions
Pennsylvania
$321K +$396 +7 +0.1%
CCM
93
Coldstream Capital Management
Washington
$321K +$320K +5,646 New
SSC
94
Syverson Strege & Co
Iowa
$317K +$301K +5,311 +1,938%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$313K +$312K +5,506 New
PCMC
96
Paragon Capital Management (Colorado)
Colorado
$312K
APA
97
American Portfolios Advisors
New York
$307K +$24.5K +432 +9%
BAM
98
Belpointe Asset Management
Nevada
$303K +$1.19K +21 +0.4%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$295K +$38K +671 +15%
KLI
100
Kelman-Lazarov Inc
Tennessee
$294K -$55.7K -983 -16%