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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PG
101
Patten Group
Tennessee
$1.4M -$231K -4,541 -15%
LCWP
102
Legacy Capital Wealth Partners
Arkansas
$1.39M +$81.4K +1,600 +6%
TCG
103
Transcendent Capital Group
Oklahoma
$1.39M +$1.34M +26,245 New
IWM
104
IHT Wealth Management
Illinois
$1.37M +$50.8K +998 +4%
BRWA
105
B. Riley Wealth Advisors
Florida
$1.3M +$171K +3,350 +16%
LWMNY
106
Landmark Wealth Management (New York)
New York
$1.25M +$165K +3,244 +16%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$1.2M -$269K -5,294 -19%
TH
108
Team Hewins
California
$1.18M +$1.13M +22,245 New
WHCI
109
W.H. Cornerstone Investments
Massachusetts
$1.11M +$481K +9,458 +82%
AAS
110
Avantax Advisory Services
Texas
$1.11M +$106K +2,074 +11%
KAS
111
Kestra Advisory Services
Texas
$1.11M +$496K +9,740 +87%
WI
112
Wintrust Investments
Illinois
$1.1M +$18.4K +361 +2%
KA
113
Kooman & Associates
Pennsylvania
$1.08M -$174K -3,417 -14%
IWC
114
Integrated Wealth Concepts
Massachusetts
$1.07M +$347K +6,821 +50%
SI
115
Saxon Interests
Texas
$1.06M +$1.02M +20,130 New
PCG
116
Prosperity Consulting Group
Maryland
$1.04M +$1M +19,698 New
AWM
117
Avaii Wealth Management
Wisconsin
$1.02M +$242K +4,761 +33%
PAG
118
Private Advisor Group
New Jersey
$995K +$123K +2,415 +15%
LNC
119
Lincoln National Corp
Pennsylvania
$983K +$720K +14,139 +315%
RWM
120
Revisor Wealth Management
Ohio
$981K +$946K +18,579 New
IA
121
Inspire Advisors
Idaho
$980K +$105K +2,059 +12%
AFP
122
Alpha Financial Partners
Kentucky
$969K +$934K +18,357 New
V
123
ViaWealth
Kansas
$965K +$69.2K +1,359 +8%
RSWA
124
Robinson Smith Wealth Advisors
Maine
$946K +$912K +17,925 New
MWA
125
Martel Wealth Advisors
Washington
$941K