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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
$4.1M +$265K +5,373 +7%
BCI
27
Brinker Capital Investments
Pennsylvania
$3.57M -$3.23M -65,488 -47%
OPS
28
Orion Portfolio Solutions
Nebraska
$3.57M -$3.23M -65,488 -47%
HighTower Advisors
29
HighTower Advisors
Illinois
$3.48M +$1.85M +37,553 +112%
MML Investors Services
30
MML Investors Services
Massachusetts
$3.39M +$3.1M +62,845 +992%
Truist Financial
31
Truist Financial
North Carolina
$3.14M +$313K +6,347 +11%
AF
32
Allworth Financial
California
$2.9M -$123K -2,493 -4%
AFG
33
ABLE Financial Group
Arizona
$2.77M +$665K +13,476 +31%
IA
34
IFP Advisors
Florida
$2.62M -$112K -2,260 -4%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$2.57M -$41.3K -837 -2%
KLI
36
Kelman-Lazarov Inc
Tennessee
$2.48M +$968K +19,596 +63%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$2.41M +$2.43M +49,274 New
DAS
38
Dynamic Advisor Solutions
Arizona
$2.17M -$64.9K -1,315 -3%
UBS Group
39
UBS Group
Switzerland
$2.15M -$799K -16,183 -27%
CAC
40
Certified Advisory Corp
Florida
$2.13M -$133K -2,688 -6%
BWM
41
BCGM Wealth Management
Indiana
$2.04M -$36.3K -736 -2%
IWA
42
Inspirion Wealth Advisors
Illinois
$2M
RJA
43
Raymond James & Associates
Florida
$1.96M -$65K -1,317 -3%
NC
44
NewSquare Capital
Pennsylvania
$1.9M -$89.9K -1,820 -4%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.84M +$1.33M +26,845 +248%
LWMG
46
Levy Wealth Management Group
Pennsylvania
$1.79M -$44K -891 -2%
IA
47
Inspire Advisors
Idaho
$1.69M +$664K +13,451 +64%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.49M -$172K -3,492 -10%
GSIAS
49
Garden State Investment Advisory Services
New Jersey
$1.47M -$188K -3,816 -11%
SFG
50
StrategIQ Financial Group
Indiana
$1.43M +$377K +7,638 +35%