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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EW
76
Elyxium Wealth
California
$5.93M +$557K +10,557 +10%
FSWA
77
Financial Synergies Wealth Advisors
Texas
$5.83M +$305K +5,779 +5%
KAS
78
Kestra Advisory Services
Texas
$5.8M +$256K +4,861 +5%
Lido Advisors
79
Lido Advisors
California
$5.77M -$6M -113,798 -51%
Cerity Partners
80
Cerity Partners
New York
$5.73M -$5.32M -100,967 -48%
AF
81
Allworth Financial
California
$5.64M -$220K -4,171 -4%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$5.41M -$127K -2,409 -2%
Charles Schwab
83
Charles Schwab
California
$5.17M -$162K -3,076 -3%
SFA
84
Sequoia Financial Advisors
Ohio
$5.14M -$380K -7,208 -7%
BWM
85
BCS Wealth Management
Tennessee
$4.93M -$4.4M -83,404 -47%
TA
86
TruWealth Advisors
Louisiana
$4.85M +$70.9K +1,344 +1%
KLI
87
Kelman-Lazarov Inc
Tennessee
$4.66M +$392K +7,442 +9%
WAM
88
WNY Asset Management
New York
$4.46M +$4.51M +85,526 New
LPT
89
Legacy Private Trust
Wisconsin
$4.35M +$1.93M +36,681 +79%
PAG
90
Private Advisor Group
New Jersey
$4.33M +$161K +3,047 +4%
MCWS
91
McKinley Carter Wealth Services
West Virginia
$4.3M -$170K -3,219 -4%
SPWM
92
Smith Partners Wealth Management
North Carolina
$4.25M +$2.09M +39,551 +94%
KWM
93
Kingsview Wealth Management
Oregon
$4.18M -$169K -3,213 -4%
Bank of New York Mellon
94
Bank of New York Mellon
New York
$4.08M +$800K +15,169 +24%
AWM
95
AE Wealth Management
Kansas
$4.07M +$4.11M +77,874 +51,233%
FMWA
96
Forvis Mazars Wealth Advisors
Missouri
$4.06M -$949 -18 -0%
BAM
97
Belpointe Asset Management
Nevada
$3.93M +$263K +4,988 +7%
FCA
98
Fortis Capital Advisors
Kansas
$3.93M +$263K +4,988 +7%
BOPW
99
Brandywine Oak Private Wealth
Pennsylvania
$3.82M -$47.7K -905 -1%
SAM
100
Smartleaf Asset Management
Massachusetts
$3.78M +$1.32M +25,108 +53%