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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KLI
76
Kelman-Lazarov Inc
Tennessee
$1.42M +$360K +7,021 +33%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$1.41M +$17.4K +339 +1%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$1.3M +$1.33M +25,953 New
IWM
79
IHT Wealth Management
Illinois
$1.25M -$19.2K -375 -1%
B
80
Bailard
California
$1.24M +$103K +2,010 +9%
LCWP
81
Legacy Capital Wealth Partners
Arkansas
$1.23M +$1.26M +24,664 New
KA
82
Kooman & Associates
Pennsylvania
$1.19M +$7.17K +140 +0.6%
SFG
83
StrategIQ Financial Group
Indiana
$1.17M +$340K +6,626 +39%
DAS
84
Dynamic Advisor Solutions
Arizona
$1.11M +$136K +2,661 +14%
SFA
85
Sequoia Financial Advisors
Ohio
$1.07M -$458K -8,928 -30%
BRWA
86
B. Riley Wealth Advisors
Florida
$1.07M
WI
87
Wintrust Investments
Illinois
$1.02M +$25.8K +503 +3%
LWMNY
88
Landmark Wealth Management (New York)
New York
$1.02M +$375K +7,313 +56%
SA
89
Sunesis Advisors
Kansas
$996K +$1.02M +19,898 New
JCM
90
Janney Capital Management
Pennsylvania
$962K -$38.5K -752 -4%
GIM
91
Goelzer Investment Management
Indiana
$952K -$4.93M -96,167 -83%
AAS
92
Avantax Advisory Services
Texas
$949K +$81.6K +1,592 +9%
CWP
93
Cyndeo Wealth Partners
Florida
$936K +$958K +18,690 New
GIA
94
Goodwin Investment Advisory
Georgia
$894K +$730K +14,248 +394%
MWA
95
Martel Wealth Advisors
Washington
$892K +$66.9K +1,306 +8%
PA
96
Procyon Advisors
Connecticut
$878K -$884K -17,253 -50%
SHGA
97
Sand Hill Global Advisors
California
$876K -$331K -6,449 -27%
AF
98
Advisornet Financial
Minnesota
$873K +$6.46K +126 +0.7%
WP
99
WealthShield Partners
North Carolina
$866K -$218K -4,260 -20%
MFG
100
Midwest Financial Group
Kansas
$851K +$32.3K +630 +4%