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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BFC
201
Bedel Financial Consulting
Indiana
$651K – – –
YIA
202
YHB Investment Advisors
Connecticut
$643K +$36.2K +698 +6%
AIM
203
Anchor Investment Management
South Carolina
$641K – – –
PAWA
204
Palo Alto Wealth Advisors
California
$637K +$3.27K +63 +0.5%
P
205
&Partners
Tennessee
$625K +$30.3K +585 +5%
SFC
206
Summit Financial Consulting
Michigan
$618K +$622K +11,986 New
AC
207
Apella Capital
Connecticut
$614K +$3.84K +74 +0.6%
DWP
208
Destiny Wealth Partners
Florida
$610K -$1.19K -23 -0.2%
VPP
209
Vertex Planning Partners
Illinois
$602K +$120K +2,307 +25%
KCM
210
Kendall Capital Management
Maryland
$598K – – –
FFN
211
Focus Financial Network
Minnesota
$594K -$6.64K -128 -1%
OCM
212
Objective Capital Management
Ohio
$594K +$75.8K +1,462 +15%
SWA
213
Stratos Wealth Advisors
Ohio
$592K +$2.85K +55 +0.5%
FCA
214
Fortis Capital Advisors
Kansas
$580K +$584K +11,254 New
First Trust Advisors
215
First Trust Advisors
Illinois
$572K -$53.5K -1,032 -9%
NL
216
NWAM LLC
Washington
$551K +$49.8K +960 +10%
EWA
217
EP Wealth Advisors
California
$548K – – –
LFAS
218
Level Four Advisory Services
Texas
$547K +$7.47K +144 +1%
FTUS
219
Flow Traders U.S.
New York
$534K -$2.03M -39,193 -79%
GC
220
Grimes & Company
Massachusetts
$525K +$528K +10,180 New
SWM
221
StoneCrest Wealth Management
Arizona
$522K – – –
WA
222
WBH Advisory
Maryland
$506K +$53.9K +1,039 +12%
WAM
223
WNY Asset Management
New York
$504K +$507K +9,773 New
CCM
224
Coldstream Capital Management
Washington
$499K -$70K -1,350 -12%
4WM
225
49 Wealth Management
Texas
$480K +$78.5K +1,513 +19%