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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SN
26
Sittner & Nelson
Oregon
$2.24M +$795K +16,061 +55%
LWMG
27
Levy Wealth Management Group
Pennsylvania
$2.19M +$114K +2,295 +6%
WC
28
Wealth CMT
New Jersey
$2.08M +$2.07M +41,895 New
SFM
29
Signet Financial Management
New Jersey
$2.03M +$2.02M +40,846 New
OPS
30
Orion Portfolio Solutions
Nebraska
$1.71M +$1.05M +21,278 +162%
LRPA
31
L. Roy Papp & Associates
Arizona
$1.69M
IA
32
IFP Advisors
Florida
$1.55M
NC
33
NewSquare Capital
Pennsylvania
$1.48M +$602K +12,169 +69%
YIA
34
YHB Investment Advisors
Connecticut
$1.48M -$153K -3,100 -9%
BWA
35
Beam Wealth Advisors
Louisiana
$1.29M +$1.29M +26,041 New
CA
36
Crumly & Associates
Illinois
$1.28M +$85.4K +1,726 +7%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.26M -$22.4K -452 -2%
SWP
38
Stratos Wealth Partners
Ohio
$1.21M +$148K +2,985 +14%
CA
39
Cetera Advisors
Colorado
$1.14M +$1.13M +22,912 New
LS
40
Leelyn Smith
Illinois
$1.08M +$165K +3,331 +18%
BWM
41
BCGM Wealth Management
Indiana
$1.01M +$514K +10,383 +106%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$980K +$715K +14,451 +272%
TC
43
Titleist Capital
Texas
$939K +$629K +12,711 +205%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$936K +$255K +5,160 +38%
SW
45
StrongBox Wealth
Missouri
$935K -$777K -15,700 -45%
AP
46
Advisors Preferred
Maryland
$926K -$142K -2,870 -13%
MWP
47
Madison Wealth Partners
Wisconsin
$754K +$752K +15,191 New
HCM
48
Hollencrest Capital Management
California
$744K -$39.6K -800 -5%
TNBTD
49
Trustmark National Bank Trust Department
Mississippi
$695K
BWM
50
Boyd Wealth Management
California
$694K +$692K +13,983 New