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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
76
B. Riley Wealth Management
Tennessee
$813K +$233K +4,500 +40%
OPS
77
Orion Portfolio Solutions
Nebraska
$798K +$60.5K +1,170 +8%
WP
78
WealthShield Partners
North Carolina
$785K +$125K +2,418 +19%
TI
79
Tidal Investments
Wisconsin
$783K -$299K -5,786 -28%
QA
80
Quantitative Advantage
Minnesota
$743K -$93.8K -1,813 -11%
OWA
81
Opal Wealth Advisors
New York
$679K +$683K +13,196 New
WA
82
WBH Advisory
Maryland
$670K -$930K -17,980 -58%
CA
83
Continuum Advisory
Idaho
$668K -$110K -2,129 -14%
PAG
84
Powers Advisory Group
Illinois
$654K -$113K -2,193 -15%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$636K -$93.9K -1,815 -13%
IA
86
IFP Advisors
Florida
$623K
AIM
87
Anchor Investment Management
South Carolina
$607K
FAFN
88
First Affirmative Financial Network
Colorado
$602K -$18.9K -366 -3%
FTUS
89
Flow Traders U.S.
New York
$568K -$986K -19,051 -63%
AWM
90
Avondale Wealth Management
Texas
$533K -$104K -2,000 -16%
PWMG
91
Prestige Wealth Management Group
New Jersey
$532K +$269K +5,198 +101%
NDSI
92
Newman Dignan & Sheerar Inc
Rhode Island
$521K -$295K -5,710 -36%
Truist Financial
93
Truist Financial
North Carolina
$494K -$94K -1,817 -16%
BFA
94
Beacon Financial Advisory
Ohio
$489K +$621 +12 +0.1%
HCM
95
Hollencrest Capital Management
California
$462K
CI
96
CX Institutional
Indiana
$460K +$463K +8,938 New
KIG
97
Kowal Investment Group
Wisconsin
$443K +$445K +8,598 New
KAS
98
Kestra Advisory Services
Texas
$431K -$17.2K -332 -4%
SFG
99
StrategIQ Financial Group
Indiana
$427K
MFS
100
McNamara Financial Services
Massachusetts
$426K +$428K +8,269 New