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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
76
TD Capital Management
Tennessee
$832K +$12.2K +235 +1%
TI
77
Tidal Investments
Wisconsin
$766K +$4.76K +92 +0.6%
BRWA
78
B. Riley Wealth Advisors
Florida
$722K +$745K +14,400 New
SXL
79
Summit X LLC
Missouri
$713K -$150K -2,908 -17%
AIM
80
Anchor Investment Management
South Carolina
$683K +$94.5K +1,827 +15%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$654K +$35.9K +693 +6%
PAG
82
Powers Advisory Group
Illinois
$637K +$103 +2 +0%
QA
83
Quantitative Advantage
Minnesota
$627K -$99.8K -1,929 -13%
CA
84
Continuum Advisory
Idaho
$617K -$34.9K -674 -5%
IA
85
IFP Advisors
Florida
$615K -$9.31K -180 -2%
WHCI
86
W.H. Cornerstone Investments
Massachusetts
$604K +$619K +11,972 New
PWMG
87
Prestige Wealth Management Group
New Jersey
$585K +$70K +1,353 +13%
OWA
88
Opal Wealth Advisors
New York
$580K -$84.3K -1,629 -12%
VWA
89
Visionary Wealth Advisors
Illinois
$560K +$202K +3,897 +54%
AWM
90
Avondale Wealth Management
Texas
$519K
NDSI
91
Newman Dignan & Sheerar Inc
Rhode Island
$509K +$2.28K +44 +0.4%
Creative Planning
92
Creative Planning
Kansas
$485K +$110K +2,125 +28%
FAFN
93
First Affirmative Financial Network
Colorado
$477K -$112K -2,171 -19%
BFA
94
Beacon Financial Advisory
Ohio
$476K
Truist Financial
95
Truist Financial
North Carolina
$473K -$8.23K -159 -2%
MWP
96
Madison Wealth Partners
Wisconsin
$432K +$85.3K +1,649 +24%
ATC
97
Argent Trust Co
Tennessee
$418K +$51.4K +993 +14%
SS
98
Sunbelt Securities
Texas
$418K +$86.4K +1,670 +25%
VC
99
Vicus Capital
Pennsylvania
$406K +$32.7K +632 +8%
SW
100
SteelPeak Wealth
California
$405K