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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
151
Kestra Advisory Services
Texas
$305K -$103K -2,022 -25%
SFG
152
StrategIQ Financial Group
Indiana
$297K +$294K +5,785 New
BFA
153
Beaumont Financial Advisors
Massachusetts
$294K -$39.3K -775 -12%
SIAG
154
Signet Investment Advisory Group
Rhode Island
$285K +$5.08K +100 +2%
XF
155
XML Financial
Maryland
$284K -$14.4K -283 -5%
MAM
156
Milestone Asset Management
Pennsylvania
$278K +$269K +5,291 New
EH
157
Equitable Holdings
New York
$267K +$264K +5,193 New
HWAM
158
Hennion & Walsh Asset Management
New Jersey
$261K +$1.73K +34 +0.7%
AA
159
AlphaMark Advisors
Kentucky
$257K
MA
160
Mutual Advisors
Nebraska
$257K +$254K +5,000 New
CAG
161
Csenge Advisory Group
Florida
$256K
SIAS
162
Summit Investment Advisory Services
Minnesota
$253K +$250K +4,923 New
BWM
163
BerganKDV Wealth Management
Minnesota
$252K -$79.3K -1,562 -24%
FAIM
164
Financial Advocates Investment Management
Washington
$236K +$12.9K +255 +6%
LA
165
Latitude Advisors
Florida
$229K -$40.7K -802 -15%
ASN
166
Advisory Services Network
Georgia
$219K +$217K +4,269 New
GIA
167
Gladstone Institutional Advisory
Florida
$213K +$210K +4,138 New
BFEC
168
Benjamin F. Edwards & Company
Missouri
$209K +$24.9K +491 +14%
US Bancorp
169
US Bancorp
Minnesota
$206K +$13.6K +268 +7%
JF
170
JSF Financial
California
$206K
WWM
171
Western Wealth Management
Colorado
$201K +$199K +3,913 New
MCA
172
Magnolia Capital Advisors
Mississippi
$200K +$198K +3,900 New
EWM
173
Endurance Wealth Management
Rhode Island
$195K
IGWM
174
ICA Group Wealth Management
Colorado
$159K +$157K +3,085 New
RTL
175
Red Tortoise LLC
Georgia
$153K +$152K +2,987 New