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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
176
Fragasso Financial Advisors
Pennsylvania
$852K +$200K +3,832 +30%
KCIC
177
Kuhn & Co Investment Counsel
Illinois
$847K +$52.2K +1,000 +7%
SSC
178
Syverson Strege & Co
Iowa
$831K +$4.02K +77 +0.5%
MWP
179
Madison Wealth Partners
Wisconsin
$817K +$44.9K +860 +6%
PFA
180
Petra Financial Advisors
Colorado
$798K
Creative Planning
181
Creative Planning
Kansas
$790K -$75.6K -1,448 -9%
FFP
182
Freedom Financial Partners
Minnesota
$784K +$792K +15,152 New
SFA
183
Sequoia Financial Advisors
Ohio
$775K
WN
184
Williams & Novak
California
$771K -$586K -11,215 -43%
KWM
185
Kingsview Wealth Management
Oregon
$749K +$99.3K +1,900 +15%
OWM
186
Olympus Wealth Management
Utah
$734K +$486K +9,297 +190%
MCFP
187
Mallini Complete Financial Planning
Florida
$729K +$737K +14,100 New
SWM
188
SeaCrest Wealth Management
New York
$727K +$223K +4,271 +44%
BWMG
189
Barnes Wealth Management Group
California
$725K +$732K +14,008 New
SIAG
190
Signet Investment Advisory Group
Rhode Island
$712K +$73.1K +1,400 +11%
APA
191
Astoria Portfolio Advisors
New York
$689K +$121K +2,318 +21%
MSFS
192
Main Street Financial Solutions
Pennsylvania
$685K +$8.31K +159 +1%
SA
193
Sanctuary Advisors
Indiana
$669K -$22.4K -428 -3%
SIAP
194
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$667K +$674K +12,900 New
BFC
195
Bedel Financial Consulting
Indiana
$665K
PAWA
196
Palo Alto Wealth Advisors
California
$643K +$403K +7,712 +164%
AIM
197
Anchor Investment Management
South Carolina
$643K
First Trust Advisors
198
First Trust Advisors
Illinois
$627K +$140K +2,688 +28%
FFA
199
Farther Finance Advisors
California
$627K -$138K -2,640 -18%
AC
200
Apella Capital
Connecticut
$616K +$622K +11,912 New