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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EW
201
Element Wealth
Mississippi
$37.8K +$37.9K +730 New
SGC
202
Slocum, Gordon & Co
Rhode Island
$36.7K
WTC
203
WhitTier Trust Company
Nevada
$26K
KFI
204
Key Financial Inc
Pennsylvania
$21.4K
Citigroup
205
Citigroup
New York
$20.7K
CWA
206
Clearview Wealth Advisors
Oregon
$16.6K
FHA
207
First Horizon Advisors
Tennessee
$13.6K
GM
208
GeoWealth Management
Illinois
$13K +$13.4K +259 New
CIAS
209
Capital Investment Advisory Services
North Carolina
$10.9K +$52 +1 +0.5%
RAM
210
Riggs Asset Management
Pennsylvania
$10.1K
CFGS
211
Concourse Financial Group Securities
Alabama
$9.74K
SCA
212
Stonebridge Capital Advisors
Minnesota
$8.29K
Allianz Asset Management
213
Allianz Asset Management
Germany
$7.31K +$52 +1 +0.7%
MHR
214
Matthew Hamilton Rosenberg
$2.06K +$52 +1 +3%
VNIM
215
Vaughan Nelson Investment Management
Texas
$1K -$1.04K -20 -57%
TRCT
216
Tower Research Capital (TRC)
New York
$311 +$311 +6 New
HNB
217
Huntington National Bank
Ohio
$52
FA
218
Fermata Advisors
California
-$9.04M -173,008 Closed
Baird Financial Group
219
Baird Financial Group
Wisconsin
-$6.34M -121,330 Closed
LCWP
220
Legacy Capital Wealth Partners
Arkansas
-$1.18M -22,600 Closed
SWRP
221
Summit Wealth & Retirement Planning
California
-$772K -14,774 Closed
NDSI
222
Newman Dignan & Sheerar Inc
Rhode Island
-$537K -10,276 Closed
CAG
223
Csenge Advisory Group
Florida
-$451K -8,621 Closed
FPAS
224
Focus Partners Advisor Solutions
Missouri
-$434K -8,304 Closed
BAM
225
Belpointe Asset Management
Nevada
-$431K -8,247 Closed