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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
176
SignalPoint Asset Management
Missouri
$467K +$72.5K +1,380 +18%
MMA
177
Miracle Mile Advisors
California
$462K -$236K -4,501 -34%
OCM
178
Objective Capital Management
Ohio
$457K +$121K +2,307 +36%
Susquehanna International Group
179
Susquehanna International Group
Pennsylvania
$457K +$457K +8,706 New
FAFN
180
First Affirmative Financial Network
Colorado
$444K -$9.72K -185 -2%
AWS
181
Atria Wealth Solutions
New York
$435K +$20.4K +389 +5%
AAS
182
Ameritas Advisory Services
Nebraska
$428K +$208K +3,958 +94%
MFS
183
McNamara Financial Services
Massachusetts
$424K -$6.25K -119 -1%
WA
184
WBH Advisory
Maryland
$420K +$71.3K +1,357 +20%
FAIM
185
Financial Advocates Investment Management
Washington
$420K +$40.6K +773 +11%
SIAG
186
Signet Investment Advisory Group
Rhode Island
$416K +$19.7K +375 +5%
CPA
187
Clear Point Advisors
New York
$415K -$9.14K -174 -2%
CCFM
188
Clear Creek Financial Management
Washington
$414K +$20K +381 +5%
4WM
189
49 Wealth Management
Texas
$410K -$13.2K -252 -3%
APWM
190
Atlas Private Wealth Management
New York
$408K +$409K +7,780 New
LCM
191
Lunt Capital Management
Utah
$394K
SXL
192
Summit X LLC
Missouri
$394K -$53 -1 -0%
1WM
193
1900 Wealth Management
Texas
$369K
BCWM
194
Bartlett & Co Wealth Management
Ohio
$368K -$196K -3,735 -35%
MWM
195
Mission Wealth Management
California
$364K +$364K +6,933 New
SA
196
Sunesis Advisors
Kansas
$348K
CFA
197
Cahill Financial Advisors
Minnesota
$343K
DC
198
Davenport & Co
Virginia
$341K
VIM
199
Vista Investment Management
Pennsylvania
$336K +$4.99K +95 +2%
DWT
200
Dorsey & Whitney Trust
South Dakota
$330K -$153K -2,920 -32%