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
MWA
101
Martel Wealth Advisors
Washington
$863K +$33.7K +648 +4%
AAS
102
Avantax Advisory Services
Texas
$858K -$51.4K -989 -6%
MML Investors Services
103
MML Investors Services
Massachusetts
$836K -$704K -13,556 -46%
MFG
104
Midwest Financial Group
Kansas
$817K +$812K +15,630 New
GI
105
Gradient Investments
Minnesota
$814K +$11.5K +222 +1%
QA
106
Quantitative Advantage
Minnesota
$807K +$84K +1,617 +12%
V
107
ViaWealth
Kansas
$778K +$13.3K +256 +2%
VC
108
Vicus Capital
Pennsylvania
$776K +$260 +5 +0%
SWRP
109
Summit Wealth & Retirement Planning
California
$772K -$400K -7,708 -34%
RA
110
RFG Advisory
Alabama
$769K +$1.66K +32 +0.2%
VPP
111
Vertex Planning Partners
Illinois
$765K -$19.7K -380 -3%
PFA
112
Petra Financial Advisors
Colorado
$764K -$11.4K -220 -1%
KC
113
Kingfisher Capital
North Carolina
$753K -$20.9K -402 -3%
IA
114
IAM Advisory
Pennsylvania
$742K +$5.45K +105 +0.7%
CB
115
Centennial Bank
Arkansas
$739K -$405K -7,800 -36%
LWMNY
116
Landmark Wealth Management (New York)
New York
$718K +$97.7K +1,881 +16%
AIM
117
Anchor Investment Management
South Carolina
$712K
CCM
118
Coldstream Capital Management
Washington
$690K -$31.1K -599 -4%
IWC
119
Integrated Wealth Concepts
Massachusetts
$683K +$7.01K +135 +1%
Truist Financial
120
Truist Financial
North Carolina
$682K +$31.4K +604 +5%
BFC
121
Bedel Financial Consulting
Indiana
$666K
PAG
122
Powers Advisory Group
Illinois
$664K +$104 +2 +0%
Creative Planning
123
Creative Planning
Kansas
$644K +$41.5K +799 +7%
APA
124
Astoria Portfolio Advisors
New York
$641K +$216K +4,157 +51%
CA
125
Continuum Advisory
Idaho
$618K -$25.2K -485 -4%