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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GI
176
GAMMA Investing
California
$500K +$483K +9,484 New
DWT
177
Dorsey & Whitney Trust
South Dakota
$487K +$469K +9,215 New
EWS
178
Eagle Wealth Strategies
New Jersey
$485K +$467K +9,180 New
NL
179
NWAM LLC
Washington
$479K -$17.7K -348 -4%
FWM
180
Fairhaven Wealth Management
Illinois
$475K +$236K +4,630 +106%
Mariner
181
Mariner
Kansas
$472K +$455K +8,944 New
HGA
182
Hobbs Group Advisors
South Carolina
$472K +$455K +8,943 New
SWP
183
Stratos Wealth Partners
Ohio
$466K +$450K +8,832 New
CAC
184
Certified Advisory Corp
Florida
$462K +$114K +2,233 +34%
FAFN
185
First Affirmative Financial Network
Colorado
$456K +$9.82K +193 +2%
MFS
186
McNamara Financial Services
Massachusetts
$433K -$5.24K -103 -1%
4WM
187
49 Wealth Management
Texas
$428K +$412K +8,097 New
CPA
188
Clear Point Advisors
New York
$426K +$411K +8,077 New
AWS
189
Atria Wealth Solutions
New York
$417K +$662 +13 +0.2%
GA
190
Greytown Advisors
Florida
$401K +$386K +7,581 New
SIAG
191
Signet Investment Advisory Group
Rhode Island
$399K +$18.3K +360 +5%
SAM
192
SignalPoint Asset Management
Missouri
$397K +$72.5K +1,425 +23%
LCM
193
Lunt Capital Management
Utah
$397K -$160K -3,146 -30%
CCFM
194
Clear Creek Financial Management
Washington
$396K -$10.7K -211 -3%
SXL
195
Summit X LLC
Missouri
$396K +$51 +1 +0%
FAIM
196
Financial Advocates Investment Management
Washington
$382K +$6.21K +122 +2%
1WM
197
1900 Wealth Management
Texas
$371K +$31.1K +611 +10%
GLA
198
Good Life Advisors
Pennsylvania
$366K +$353K +6,925 New
WA
199
WBH Advisory
Maryland
$351K +$37.9K +744 +13%
SA
200
Sunesis Advisors
Kansas
$350K -$675K -13,260 -67%