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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
Amplius Wealth Advisors
Pennsylvania
$4.06M +$69.4K +1,399 +2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$3.85M -$438K -8,827 -10%
WIM
28
Westside Investment Management
California
$3.56M +$1.24M +25,000 +54%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.12M +$457K +9,222 +17%
IA
30
IFP Advisors
Florida
$2.89M -$11K -221 -0.4%
UBS Group
31
UBS Group
Switzerland
$2.83M +$365K +7,360 +15%
AC
32
AIFG Consultants
New York
$2.29M -$885K -17,833 -28%
CAC
33
Certified Advisory Corp
Florida
$2.24M +$818K +16,484 +58%
LWMG
34
Levy Wealth Management Group
Pennsylvania
$2.2M +$6.35K +128 +0.3%
NC
35
NewSquare Capital
Pennsylvania
$2.04M -$43.7K -880 -2%
IWA
36
Inspirion Wealth Advisors
Illinois
$2.03M
RJA
37
Raymond James & Associates
Florida
$2.01M +$434K +8,758 +28%
MW
38
MBL Wealth
North Carolina
$1.97M -$1.58M -31,816 -45%
BWM
39
BCGM Wealth Management
Indiana
$1.91M -$1.64K -33 -0.1%
SN
40
Sittner & Nelson
Oregon
$1.79M +$106K +2,140 +6%
GSIAS
41
Garden State Investment Advisory Services
New Jersey
$1.7M +$75.6K +1,524 +5%
AFG
42
ABLE Financial Group
Arizona
$1.68M +$1.68M +33,804 New
DAS
43
Dynamic Advisor Solutions
Arizona
$1.68M +$527K +10,628 +46%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$1.43M +$34K +686 +2%
SRC
45
Sage Rhino Capital
California
$1.3M +$125K +2,525 +11%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.15M +$265K +5,340 +30%
KLI
47
Kelman-Lazarov Inc
Tennessee
$1.14M +$1.13M +22,806 New
CW
48
CreativeOne Wealth
Kansas
$986K +$108K +2,173 +12%
IA
49
Inspire Advisors
Idaho
$898K +$895K +18,049 New
YIA
50
YHB Investment Advisors
Connecticut
$862K -$49.6K -1,000 -5%