We are live on ! Find out more
MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VA
76
Valmark Advisers
Ohio
$1.49M +$1.47M +29,046 New
Cerity Partners
77
Cerity Partners
New York
$1.48M +$169K +3,325 +13%
PTC
78
Private Trust Company
Ohio
$1.45M +$1.44M +28,307 New
PA
79
Procyon Advisors
Connecticut
$1.31M +$1.3M +25,545 New
IWM
80
IHT Wealth Management
Illinois
$1.28M +$1.27M +24,992 New
VWA
81
Visionary Wealth Advisors
Illinois
$1.25M +$667K +13,145 +118%
KA
82
Kooman & Associates
Pennsylvania
$1.23M +$1.22M +24,024 New
BRWA
83
B. Riley Wealth Advisors
Florida
$1.19M +$442K +8,700 +60%
CAN
84
Cetera Advisor Networks
California
$1.17M +$149K +2,940 +15%
SWRP
85
Summit Wealth & Retirement Planning
California
$1.16M +$768K +15,130 +206%
CB
86
Centennial Bank
Arkansas
$1.13M +$1.11M +21,936 New
DAS
87
Dynamic Advisor Solutions
Arizona
$1.11M +$51K +1,004 +5%
KLI
88
Kelman-Lazarov Inc
Tennessee
$1.08M +$1.07M +20,993 New
SFA
89
Sequoia Financial Advisors
Ohio
$1.04M +$1.03M +20,276 New
ATPW
90
Ashton Thomas Private Wealth
Arizona
$1.03M +$1.02M +20,076 New
JCM
91
Janney Capital Management
Pennsylvania
$1M -$153K -3,021 -13%
WP
92
WealthShield Partners
North Carolina
$1M +$40.6K +800 +4%
SPIA
93
Steward Partners Investment Advisory
New York
$982K +$920K +18,124 +1,838%
PCMC
94
Paragon Capital Management (Colorado)
Colorado
$935K +$691K +13,621 +297%
TH
95
Team Hewins
California
$914K +$901K +17,745 New
AAS
96
Avantax Advisory Services
Texas
$895K +$17.7K +348 +2%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$894K -$68.5K -1,350 -7%
SXL
98
Summit X LLC
Missouri
$884K +$148K +2,906 +20%
AF
99
Advisornet Financial
Minnesota
$877K -$328K -6,469 -27%
OAM
100
Occidental Asset Management
California
$870K -$473K -9,314 -35%