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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
101
Avantax Advisory Services
Texas
$900K +$49.1K +946 +6%
AF
102
Advisornet Financial
Minnesota
$897K +$6.02K +116 +0.7%
SFG
103
StrategIQ Financial Group
Indiana
$870K +$561K +10,805 +181%
MWA
104
Martel Wealth Advisors
Washington
$856K
MFG
105
Midwest Financial Group
Kansas
$849K +$38.7K +746 +5%
PFA
106
Petra Financial Advisors
Colorado
$832K +$74.4K +1,434 +10%
First Trust Advisors
107
First Trust Advisors
Illinois
$806K -$55.8K -1,075 -6%
Creative Planning
108
Creative Planning
Kansas
$776K +$138K +2,658 +22%
V
109
ViaWealth
Kansas
$752K -$19.7K -380 -3%
RA
110
RFG Advisory
Alabama
$748K -$15.1K -290 -2%
IA
111
IAM Advisory
Pennsylvania
$740K +$3.84K +74 +0.5%
CW
112
CreativeOne Wealth
Kansas
$709K -$161K -3,104 -19%
AIM
113
Anchor Investment Management
South Carolina
$706K
AWM
114
Avaii Wealth Management
Wisconsin
$683K +$78.4K +1,511 +13%
LWMNY
115
Landmark Wealth Management (New York)
New York
$678K -$34.6K -666 -5%
KC
116
Kingfisher Capital
North Carolina
$671K -$76.1K -1,466 -10%
Truist Financial
117
Truist Financial
North Carolina
$670K -$6.54K -126 -1%
APA
118
Astoria Portfolio Advisors
New York
$666K +$30.6K +589 +5%
BFC
119
Bedel Financial Consulting
Indiana
$661K
PAG
120
Powers Advisory Group
Illinois
$659K +$156 +3 +0%
CCM
121
Coldstream Capital Management
Washington
$658K -$26K -500 -4%
IWC
122
Integrated Wealth Concepts
Massachusetts
$642K -$35.8K -689 -5%
MWP
123
Madison Wealth Partners
Wisconsin
$640K +$46.5K +895 +8%
RJT
124
Raymond James Trust
Florida
$601K +$145K +2,800 +32%
WHCI
125
W.H. Cornerstone Investments
Massachusetts
$596K +$4.52K +87 +0.8%