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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
AIFG Consultants
New York
$3.15M +$3.13M +63,848 New
BCI
27
Brinker Capital Investments
Pennsylvania
$3.1M +$379K +7,724 +14%
CA
28
Crumly & Associates
Illinois
$3.06M +$1.74M +35,556 +134%
IA
29
IFP Advisors
Florida
$2.9M +$833K +16,980 +41%
SFM
30
Signet Financial Management
New Jersey
$2.9M +$117K +2,383 +4%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.63M +$954K +19,452 +57%
UBS Group
32
UBS Group
Switzerland
$2.44M -$10.4K -212 -0.4%
WC
33
Wealth CMT
New Jersey
$2.34M -$1.18K -24 -0.1%
LWMG
34
Levy Wealth Management Group
Pennsylvania
$2.17M +$1.57K +32 +0.1%
NC
35
NewSquare Capital
Pennsylvania
$2.06M +$24.8K +505 +1%
IWA
36
Inspirion Wealth Advisors
Illinois
$2.01M +$2M +40,758 New
BWM
37
BCGM Wealth Management
Indiana
$1.89M +$44.1K +899 +2%
SN
38
Sittner & Nelson
Oregon
$1.66M -$435K -8,872 -21%
GSIAS
39
Garden State Investment Advisory Services
New Jersey
$1.61M +$1.6M +32,577 New
RJA
40
Raymond James & Associates
Florida
$1.56M +$1.55M +31,577 New
CAC
41
Certified Advisory Corp
Florida
$1.41M +$445K +9,077 +47%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$1.38M -$222K -4,520 -14%
SRC
43
Sage Rhino Capital
California
$1.16M +$1.15M +23,538 New
DAS
44
Dynamic Advisor Solutions
Arizona
$1.14M +$679K +13,834 +148%
MML Investors Services
45
MML Investors Services
Massachusetts
$1.02M +$270K +5,508 +36%
JP Morgan Chase
46
JP Morgan Chase
New York
$990K +$159K +3,249 +19%
YIA
47
YHB Investment Advisors
Connecticut
$903K -$334K -6,815 -27%
BWM
48
Boyd Wealth Management
California
$886K +$199K +4,060 +29%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$879K -$64.3K -1,311 -7%
CW
50
CreativeOne Wealth
Kansas
$869K +$467K +9,510 +117%