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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
201
Petra Financial Advisors
Colorado
$782K -$9.49K -186 -1%
MFGM
202
Marshall Financial Group (Maryland)
Maryland
$765K -$2.55K -50 -0.3%
RWM
203
Revisor Wealth Management
Ohio
$762K -$765 -15 -0.1%
OIA
204
OneDigital Investment Advisors
Kansas
$759K +$27.1K +531 +4%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$750K -$238K -4,659 -24%
VC
206
Vicus Capital
Pennsylvania
$747K +$307K +6,025 +71%
YIA
207
YHB Investment Advisors
Connecticut
$740K +$98.9K +1,938 +16%
RSWA
208
Robinson Smith Wealth Advisors
Maine
$734K -$199K -3,902 -21%
SFA
209
Sequoia Financial Advisors
Ohio
$725K -$43.9K -860 -6%
MCFP
210
Mallini Complete Financial Planning
Florida
$724K
MSFS
211
Main Street Financial Solutions
Pennsylvania
$720K +$4.44K +87 +0.6%
OCM
212
One Capital Management
California
$719K +$714K +13,991 New
AWM
213
Avaii Wealth Management
Wisconsin
$716K -$181K -3,538 -20%
CFP
214
Curran Financial Partners
South Carolina
$713K -$75.7K -1,484 -10%
PAWA
215
Palo Alto Wealth Advisors
California
$701K +$60.7K +1,189 +10%
HF
216
HRT Financial
New York
$699K +$695K +13,623 New
Susquehanna International Group
217
Susquehanna International Group
Pennsylvania
$697K +$693K +13,578 New
MWP
218
Madison Wealth Partners
Wisconsin
$697K -$147K -2,884 -18%
SFC
219
Summit Financial Consulting
Michigan
$683K +$67.4K +1,320 +11%
BFC
220
Bedel Financial Consulting
Indiana
$665K +$9.95K +195 +2%
APA
221
Astoria Portfolio Advisors
New York
$664K -$112K -2,197 -14%
CCA
222
Cora Capital Advisors
New Jersey
$642K -$618K -12,107 -49%
AIM
223
Anchor Investment Management
South Carolina
$638K
VPP
224
Vertex Planning Partners
Illinois
$620K +$20K +391 +3%
AC
225
Apella Capital
Connecticut
$618K +$3.27K +64 +0.5%