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
GVAG
201
Great Valley Advisor Group
Delaware
$1.05M +$785K +14,956 +291%
TH
202
Team Hewins
California
$1.05M – – –
CIA
203
Concurrent Investment Advisors
Florida
$1.04M +$42.5K +810 +4%
VC
204
Vicus Capital
Pennsylvania
$1.03M +$297K +5,652 +40%
WHCI
205
W.H. Cornerstone Investments
Massachusetts
$1.01M -$103K -1,956 -9%
MPW
206
Magnolia Private Wealth
Pennsylvania
$1.01M – – –
EWA
207
EP Wealth Advisors
California
$1.01M +$1.01M +19,229 New
OIA
208
OneDigital Investment Advisors
Kansas
$981K +$126K +2,399 +15%
OCM
209
One Capital Management
California
$978K +$16K +305 +2%
BMWS
210
Brady Martz Wealth Solutions
North Dakota
$975K -$201K -3,829 -17%
BWM
211
BAM Wealth Management
Colorado
$970K +$144K +2,740 +17%
E
212
Entelevest
Florida
$956K +$957K +18,239 New
MFG
213
Midwest Financial Group
Kansas
$942K -$67.7K -1,290 -7%
4WM
214
49 Wealth Management
Texas
$936K +$451K +8,586 +93%
RWM
215
Revisor Wealth Management
Ohio
$926K +$193K +3,674 +26%
AMG
216
APS Management Group
California
$922K +$24K +457 +3%
KPP
217
Kings Path Partners
Texas
$912K -$11.1K -212 -1%
BWS
218
Buck Wealth Strategies
Colorado
$888K +$890K +16,950 New
OPWM
219
Oakwell Private Wealth Management
Texas
$877K – – –
PGAM
220
Princeton Global Asset Management
New Jersey
$875K +$92.4K +1,761 +12%
BWMG
221
Barnes Wealth Management Group
California
$870K +$11.2K +214 +1%
FFA
222
Fragasso Financial Advisors
Pennsylvania
$863K – – –
SFC
223
Summit Financial Consulting
Michigan
$848K +$86.2K +1,642 +11%
OP
224
ORG Partners
Indiana
$846K +$4.25K +81 +0.5%
TCG
225
Transcendent Capital Group
Oklahoma
$845K -$46.7K -889 -5%
7 8
9
10 11