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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$3.88M +$51.5K +1,039 +1%
WIM
27
Westside Investment Management
California
$3.8M +$263K +5,300 +7%
AF
28
Allworth Financial
California
$3.06M +$3.06M +61,729 New
UBS Group
29
UBS Group
Switzerland
$2.98M +$161K +3,246 +6%
Truist Financial
30
Truist Financial
North Carolina
$2.87M -$1.67M -33,656 -37%
IA
31
IFP Advisors
Florida
$2.77M -$110K -2,210 -4%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.64M -$460K -9,281 -15%
AC
33
AIFG Consultants
New York
$2.34M +$58.2K +1,175 +3%
CAC
34
Certified Advisory Corp
Florida
$2.29M +$56K +1,129 +3%
DAS
35
Dynamic Advisor Solutions
Arizona
$2.26M +$590K +11,912 +35%
AFG
36
ABLE Financial Group
Arizona
$2.14M +$465K +9,385 +28%
BWM
37
BCGM Wealth Management
Indiana
$2.1M +$200K +4,038 +11%
RJA
38
Raymond James & Associates
Florida
$2.05M +$48.1K +970 +2%
WC
39
Wealth CMT
New Jersey
$2.04M +$2.05M +41,277 New
IWA
40
Inspirion Wealth Advisors
Illinois
$2.02M
NC
41
NewSquare Capital
Pennsylvania
$2.01M -$17.4K -350 -0.9%
LWMG
42
Levy Wealth Management Group
Pennsylvania
$1.85M -$335K -6,749 -15%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.68M +$536K +10,811 +47%
GSIAS
44
Garden State Investment Advisory Services
New Jersey
$1.67M -$17.4K -351 -1%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.66M -$9.44M -190,451 -85%
KLI
46
Kelman-Lazarov Inc
Tennessee
$1.53M +$405K +8,174 +36%
CA
47
Crumly & Associates
Illinois
$1.31M +$507K +10,232 +63%
MW
48
MBL Wealth
North Carolina
$1.3M -$660K -13,315 -34%
SRC
49
Sage Rhino Capital
California
$1.29M +$297 +6 +0%
SFG
50
StrategIQ Financial Group
Indiana
$1.07M +$578K +11,663 +117%