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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Crumly & Associates
Illinois
$1.31M +$120K +2,334 +10%
CWM
27
Cornerstone Wealth Management
Missouri
$1.27M +$1.49K +29 +0.1%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.16M +$339K +6,596 +41%
LWMG
29
Levy Wealth Management Group
Pennsylvania
$1.05M
CIA
30
Compass Ion Advisors
Pennsylvania
$975K -$152K -2,960 -13%
KC
31
Kingfisher Capital
North Carolina
$924K +$123K +2,399 +15%
LS
32
Leelyn Smith
Illinois
$906K +$230K +4,475 +34%
LPL Financial
33
LPL Financial
California
$878K +$308K +5,980 +54%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$796K +$159K +3,100 +25%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$776K +$26.9K +523 +4%
COF
36
Capital One Financial
Virginia
$734K +$220K +4,276 +43%
SWP
37
Stratos Wealth Partners
Ohio
$731K +$120K +2,335 +20%
AP
38
Advisors Preferred
Maryland
$704K -$385K -7,480 -35%
RCAG
39
Rehmann Capital Advisory Group
Michigan
$593K -$325K -6,310 -35%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$591K +$60.1K +1,169 +11%
LCM
41
Leisure Capital Management
California
$586K +$366K +7,109 +165%
GT
42
Greenleaf Trust
Michigan
$526K
RJA
43
Raymond James & Associates
Florida
$454K -$57.3K -1,115 -11%
APA
44
American Portfolios Advisors
New York
$414K -$433K -8,413 -51%
C
45
Certuity
Florida
$399K +$164K +3,192 +70%
PFA
46
Paradigm Financial Advisors
Missouri
$394K +$395K +7,675 New
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$350K
BWM
48
BerganKDV Wealth Management
Minnesota
$347K +$11.8K +230 +4%
MSFS
49
Main Street Financial Solutions
Pennsylvania
$313K
AIFAIM
50
American Institute for Advanced Investment Management
Arizona
$294K +$295K +5,735 New