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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KCIC
176
Kuhn & Co Investment Counsel
Illinois
$1M +$52.4K +1,026 +6%
CIA
177
Concurrent Investment Advisors
Florida
$989K +$286K +5,596 +41%
PWM
178
Perigon Wealth Management
California
$976K +$969K +18,994 New
Natixis Advisors
179
Natixis Advisors
Massachusetts
$957K +$2.09K +41 +0.2%
SWM
180
SeaCrest Wealth Management
New York
$948K +$196K +3,840 +26%
SIAG
181
Signet Investment Advisory Group
Rhode Island
$939K +$102K +2,000 +12%
PGAM
182
Princeton Global Asset Management
New Jersey
$938K +$9.19K +180 +1%
BRWA
183
B. Riley Wealth Advisors
Florida
$924K +$918K +18,000 New
WN
184
Williams & Novak
California
$919K +$120K +2,350 +15%
LCWP
185
Legacy Capital Wealth Partners
Arkansas
$916K -$430K -8,435 -32%
SI
186
Saxon Interests
Texas
$914K
FFP
187
Freedom Financial Partners
Minnesota
$912K +$32K +627 +4%
STA
188
Smith Thornton Advisors
Alabama
$910K +$111K +2,184 +14%
KPP
189
Kings Path Partners
Texas
$907K -$131K -2,577 -13%
OWA
190
Oak Wealth Advisors
Illinois
$901K +$896K +17,551 New
FLPIM
191
F.L. Putnam Investment Management
Massachusetts
$899K -$1.18M -23,106 -57%
WA
192
WBH Advisory
Maryland
$880K +$374K +7,329 +75%
TCG
193
Transcendent Capital Group
Oklahoma
$863K
SSC
194
Syverson Strege & Co
Iowa
$858K +$26.1K +511 +3%
MFG
195
Merit Financial Group
Georgia
$850K +$503K +9,857 +147%
FFA
196
Fragasso Financial Advisors
Pennsylvania
$845K
OP
197
ORG Partners
Indiana
$833K -$2.7K -53 -0.3%
BWMG
198
Barnes Wealth Management Group
California
$815K +$42.7K +836 +6%
P
199
&Partners
Tennessee
$797K +$172K +3,374 +28%
CCFM
200
Clear Creek Financial Management
Washington
$784K -$46.3K -908 -6%