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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LWMNY
126
Landmark Wealth Management (New York)
New York
$609K -$322K -6,336 -35%
Creative Planning
127
Creative Planning
Kansas
$592K +$93.7K +1,846 +19%
MWP
128
Madison Wealth Partners
Wisconsin
$581K +$137K +2,696 +31%
FWA
129
Freedom Wealth Alliance
Wisconsin
$573K +$566K +11,143 New
KFP
130
KMG Fiduciary Partners
Ohio
$570K +$563K +11,094 New
CCFM
131
Clear Creek Financial Management
Washington
$562K -$292K -5,746 -34%
AWM
132
Avaii Wealth Management
Wisconsin
$562K +$555K +10,931 New
BAM
133
Belpointe Asset Management
Nevada
$556K +$159K +3,142 +41%
AFP
134
Advus Financial Partners
Florida
$498K +$492K +9,701 New
BFA
135
Beacon Financial Advisory
Ohio
$488K – – –
FAFN
136
First Affirmative Financial Network
Colorado
$467K -$21.6K -426 -4%
HCM
137
Hollencrest Capital Management
California
$461K +$455K +8,966 New
ATC
138
Argent Trust Co
Tennessee
$429K – – –
APA
139
Astoria Portfolio Advisors
New York
$426K -$928K -18,285 -69%
MFS
140
McNamara Financial Services
Massachusetts
$418K +$22.2K +438 +6%
SS
141
Sunbelt Securities
Texas
$417K -$11.1K -219 -3%
FPAS
142
Focus Partners Advisor Solutions
Missouri
$398K +$393K +7,743 New
WHCI
143
W.H. Cornerstone Investments
Massachusetts
$388K -$230K -4,541 -38%
AAS
144
Ameritas Advisory Services
Nebraska
$348K +$344K +6,780 New
CMS
145
Capital Market Strategies
Florida
$348K -$8.88K -175 -3%
AIP
146
Ameritas Investment Partners
Nebraska
$346K +$342K +6,740 New
DC
147
Davenport & Co
Virginia
$334K – – –
CRWM
148
Castle Rock Wealth Management
California
$320K -$45.4K -894 -13%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$319K -$347K -6,834 -52%
SAM
150
SignalPoint Asset Management
Missouri
$313K – – –