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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
201
Destiny Wealth Partners
Florida
$613K +$7.58K +145 +1%
YIA
202
YHB Investment Advisors
Connecticut
$609K +$615K +11,779 New
OFS
203
Orrstown Financial Services
Pennsylvania
$608K +$614K +11,750 New
FFN
204
Focus Financial Network
Minnesota
$605K +$372K +7,122 +157%
KCM
205
Kendall Capital Management
Maryland
$600K +$606K +11,600 New
CIA
206
Concurrent Investment Advisors
Florida
$599K +$4.34K +83 +0.7%
P
207
&Partners
Tennessee
$598K +$396K +7,589 +191%
SWA
208
Stratos Wealth Advisors
Ohio
$592K +$5.07K +97 +0.9%
CCM
209
Coldstream Capital Management
Washington
$570K
RCM
210
Riggs Capital Management
Utah
$561K +$567K +10,850 New
SNBOSCI
211
Security National Bank of Sioux City Iowa
Iowa
$559K +$564K +10,805 New
EWA
212
EP Wealth Advisors
California
$550K
Envestnet Portfolio Solutions
213
Envestnet Portfolio Solutions
Illinois
$550K +$555K +10,632 New
LFAS
214
Level Four Advisory Services
Texas
$541K +$161K +3,084 +42%
SWM
215
StoneCrest Wealth Management
Arizona
$524K -$1M -19,228 -66%
OCM
216
Objective Capital Management
Ohio
$520K -$200K -3,825 -28%
NL
217
NWAM LLC
Washington
$503K +$313 +6 +0.1%
EWS
218
Eagle Wealth Strategies
New Jersey
$493K
FWM
219
Fairhaven Wealth Management
Illinois
$491K
VPP
220
Vertex Planning Partners
Illinois
$485K +$32.3K +619 +7%
AAS
221
Ameritas Advisory Services
Nebraska
$479K +$18.1K +347 +4%
TCM
222
Towneley Capital Management
California
$465K -$42.9M -821,655 -99%
HF
223
HRT Financial
New York
$462K +$467K +8,940 New
MMA
224
Miracle Mile Advisors
California
$457K +$261 +5 +0.1%
WA
225
WBH Advisory
Maryland
$454K