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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SW
101
SteelPeak Wealth
California
$416K -$202K -3,902 -33%
IPW
102
Intergy Private Wealth
Colorado
$413K +$415K +8,024 New
HSA
103
HBK Sorce Advisory
Pennsylvania
$399K +$401K +7,750 New
BWM
104
BCS Wealth Management
Tennessee
$393K +$133K +2,576 +51%
Creative Planning
105
Creative Planning
Kansas
$388K -$438K -8,455 -53%
VC
106
Vicus Capital
Pennsylvania
$384K +$127K +2,459 +49%
ATC
107
Argent Trust Co
Tennessee
$378K
VWA
108
Visionary Wealth Advisors
Illinois
$375K +$115K +2,218 +44%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$364K +$54.9K +1,060 +18%
CRWM
110
Castle Rock Wealth Management
California
$363K +$207 +4 +0.1%
MWP
111
Madison Wealth Partners
Wisconsin
$358K +$360K +6,961 New
CMS
112
Capital Market Strategies
Florida
$357K
Luther King Capital Management (LKCM)
113
Luther King Capital Management (LKCM)
Texas
$350K
BWM
114
BerganKDV Wealth Management
Minnesota
$349K -$14.6K -283 -4%
CFA
115
CWS Financial Advisors
Michigan
$348K
LNC
116
Lincoln National Corp
Pennsylvania
$348K +$621 +12 +0.2%
SS
117
Sunbelt Securities
Texas
$343K +$345K +6,668 New
DC
118
Davenport & Co
Virginia
$335K
BFA
119
Beaumont Financial Advisors
Massachusetts
$334K -$2.64M -51,027 -89%
BAM
120
Belpointe Asset Management
Nevada
$331K +$53.1K +1,027 +19%
CTFG
121
Capstone Triton Financial Group
Oklahoma
$317K
WSTAM
122
Wilbanks Smith & Thomas Asset Management
Virginia
$317K
SAM
123
SignalPoint Asset Management
Missouri
$314K
XF
124
XML Financial
Maryland
$298K +$1.14K +22 +0.4%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$293K -$14.3K -276 -5%