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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
101
First Trust Advisors
Illinois
$830K -$207K -4,074 -20%
VAS
102
Vestmark Advisory Solutions
Massachusetts
$824K +$515K +10,150 +172%
MWA
103
Martel Wealth Advisors
Washington
$815K +$805K +15,869 New
GI
104
Gradient Investments
Minnesota
$789K -$293K -5,778 -27%
VPP
105
Vertex Planning Partners
Illinois
$771K +$762K +15,011 New
RA
106
RFG Advisory
Alabama
$770K +$745K +14,679 New
VC
107
Vicus Capital
Pennsylvania
$763K +$343K +6,752 +83%
PFA
108
Petra Financial Advisors
Colorado
$762K +$753K +14,840 New
KC
109
Kingfisher Capital
North Carolina
$761K -$323K -6,362 -30%
V
110
ViaWealth
Kansas
$760K +$743K +14,630 New
IA
111
IAM Advisory
Pennsylvania
$724K +$715K +14,095 New
QA
112
Quantitative Advantage
Minnesota
$710K +$66.8K +1,317 +11%
CCM
113
Coldstream Capital Management
Washington
$709K +$700K +13,799 New
SSC
114
Syverson Strege & Co
Iowa
$702K +$299K +5,897 +76%
AIM
115
Anchor Investment Management
South Carolina
$700K
IA
116
IFP Advisors
Florida
$673K +$57.9K +1,141 +10%
IWC
117
Integrated Wealth Concepts
Massachusetts
$665K +$657K +12,942 New
CI
118
CX Institutional
Indiana
$661K +$653K +12,857 New
CW
119
CreativeOne Wealth
Kansas
$657K +$297K +5,859 +85%
BFC
120
Bedel Financial Consulting
Indiana
$655K +$647K +12,748 New
HSA
121
HBK Sorce Advisory
Pennsylvania
$653K +$252K +4,960 +64%
PAG
122
Powers Advisory Group
Illinois
$653K +$152 +3 +0%
Truist Financial
123
Truist Financial
North Carolina
$639K +$152K +2,994 +32%
CA
124
Continuum Advisory
Idaho
$632K
SCA
125
Stokes Capital Advisors
South Carolina
$624K -$1.73M -34,091 -74%