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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
YIA
201
YHB Investment Advisors
Connecticut
$643K +$36.2K +698 +6%
AIM
202
Anchor Investment Management
South Carolina
$641K
PAWA
203
Palo Alto Wealth Advisors
California
$637K +$3.27K +63 +0.5%
P
204
&Partners
Tennessee
$625K +$30.3K +585 +5%
SFC
205
Summit Financial Consulting
Michigan
$618K +$622K +11,986 New
AC
206
Apella Capital
Connecticut
$614K +$3.84K +74 +0.6%
DWP
207
Destiny Wealth Partners
Florida
$610K -$1.19K -23 -0.2%
VPP
208
Vertex Planning Partners
Illinois
$602K +$120K +2,307 +25%
KCM
209
Kendall Capital Management
Maryland
$598K
FFN
210
Focus Financial Network
Minnesota
$594K -$6.64K -128 -1%
OCM
211
Objective Capital Management
Ohio
$594K +$75.8K +1,462 +15%
SWA
212
Stratos Wealth Advisors
Ohio
$592K +$2.85K +55 +0.5%
FCA
213
Fortis Capital Advisors
Kansas
$580K +$584K +11,254 New
First Trust Advisors
214
First Trust Advisors
Illinois
$572K -$53.5K -1,032 -9%
NL
215
NWAM LLC
Washington
$551K +$49.8K +960 +10%
EWA
216
EP Wealth Advisors
California
$548K
LFAS
217
Level Four Advisory Services
Texas
$547K +$7.47K +144 +1%
FTUS
218
Flow Traders U.S.
New York
$534K -$2.03M -39,193 -79%
GC
219
Grimes & Company
Massachusetts
$525K +$528K +10,180 New
SWM
220
StoneCrest Wealth Management
Arizona
$522K
WA
221
WBH Advisory
Maryland
$506K +$53.9K +1,039 +12%
WAM
222
WNY Asset Management
New York
$504K +$507K +9,773 New
CCM
223
Coldstream Capital Management
Washington
$499K -$70K -1,350 -12%
4WM
224
49 Wealth Management
Texas
$480K +$78.5K +1,513 +19%
DC
225
Davenport & Co
Virginia
$475K +$104K +2,000 +28%