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
LWMNY
101
Landmark Wealth Management (New York)
New York
$1.51M +$274K +5,223 +22%
PG
102
Patten Group
Tennessee
$1.48M +$84.2K +1,603 +6%
DWAM
103
Duncan Williams Asset Management
Tennessee
$1.47M +$1.47M +28,050 New
MML Investors Services
104
MML Investors Services
Massachusetts
$1.46M -$394K -7,501 -21%
BFWA
105
Benchmark Financial Wealth Advisors
Florida
$1.41M +$1.41M +26,895 New
RT
106
Rockland Trust
Massachusetts
$1.4M -$89.1K -1,697 -6%
AAS
107
Avantax Advisory Services
Texas
$1.39M +$289K +5,500 +26%
IWM
108
IHT Wealth Management
Illinois
$1.35M -$15.7K -299 -1%
TCG
109
Transcendent Capital Group
Oklahoma
$1.3M -$75.8K -1,443 -5%
CW
110
CreativeOne Wealth
Kansas
$1.25M +$679K +12,931 +119%
IWC
111
Integrated Wealth Concepts
Massachusetts
$1.22M +$157K +2,998 +15%
TH
112
Team Hewins
California
$1.14M -$22.9K -436 -2%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$1.14M -$51.4K -979 -4%
WHCI
114
W.H. Cornerstone Investments
Massachusetts
$1.11M +$9.35K +178 +0.8%
KA
115
Kooman & Associates
Pennsylvania
$1.1M +$27.1K +516 +3%
PAG
116
Private Advisor Group
New Jersey
$1.08M +$87.8K +1,672 +9%
LNC
117
Lincoln National Corp
Pennsylvania
$1.07M +$89.8K +1,710 +9%
BRWA
118
B. Riley Wealth Advisors
Florida
$1.07M -$176K -3,350 -14%
WI
119
Wintrust Investments
Illinois
$1.06M -$31.5K -600 -3%
SI
120
Saxon Interests
Texas
$1.06M
Bank of New York Mellon
121
Bank of New York Mellon
New York
$1.06M -$1.63M -31,010 -61%
AWM
122
Avaii Wealth Management
Wisconsin
$1.01M -$6.3K -120 -0.6%
IA
123
Inspire Advisors
Idaho
$1.01M +$32.5K +618 +3%
Comerica Bank
124
Comerica Bank
Texas
$999K -$557K -10,595 -36%
AFP
125
Alpha Financial Partners
Kentucky
$994K +$31K +590 +3%