We are live on ! Find out more
MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
201
REAP Financial Group
Texas
$386K +$385K +7,413 New
KPWS
202
Kestra Private Wealth Services
Texas
$372K +$371K +7,146 New
4WM
203
49 Wealth Management
Texas
$370K -$35.9K -690 -9%
CPA
204
Clear Point Advisors
New York
$369K -$42.3K -814 -10%
CB
205
Commerce Bank
Missouri
$367K -$331K -6,365 -47%
1WM
206
1900 Wealth Management
Texas
$366K – – –
BCWM
207
Bartlett & Co Wealth Management
Ohio
$365K – – –
AFP
208
Ausdal Financial Partners
Iowa
$361K +$34.6K +666 +11%
MFS
209
McNamara Financial Services
Massachusetts
$359K -$61.6K -1,185 -15%
Betterment LLC
210
Betterment LLC
New York
$358K +$357K +6,877 New
GWM
211
Geneos Wealth Management
Colorado
$351K +$198K +3,810 +130%
OMC
212
Old Mission Capital
Illinois
$351K +$350K +6,741 New
BDFN
213
Bond & Devick Financial Network
Minnesota
$349K +$39.1K +752 +13%
SA
214
Sunesis Advisors
Kansas
$346K – – –
VIM
215
Vista Investment Management
Pennsylvania
$341K +$8.06K +155 +2%
CFA
216
Cahill Financial Advisors
Minnesota
$340K – – –
DC
217
Davenport & Co
Virginia
$339K – – –
FHC
218
First Heartland Consultants
Missouri
$332K +$93.6K +1,801 +39%
Jones Financial Companies
219
Jones Financial Companies
Missouri
$327K +$327K +6,285 New
GSEP
220
Golden State Equity Partners
California
$323K +$323K +6,213 New
CA
221
Continuum Advisory
Idaho
$321K – – –
GF
222
GGM Financials
Ohio
$314K +$314K +6,033 New
SS
223
Sunbelt Securities
Texas
$311K +$74.1K +1,426 +31%
GI
224
Gradient Investments
Minnesota
$311K +$3.48K +67 +1%
Bank of New York Mellon
225
Bank of New York Mellon
New York
$309K -$738K -14,195 -71%
7 8
9
10 11