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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFM
26
Signet Financial Management
New Jersey
$4.22M -$58.3K -1,181 -1%
RMDI
27
R.M. Davis Inc
Maine
$4.16M -$1.37M -27,842 -25%
KLI
28
Kelman-Lazarov Inc
Tennessee
$3.44M +$901K +18,239 +36%
CA
29
Crumly & Associates
Illinois
$3.38M +$2.05M +41,524 +159%
BCI
30
Brinker Capital Investments
Pennsylvania
$3.37M -$271K -5,498 -8%
OPS
31
Orion Portfolio Solutions
Nebraska
$3.37M -$271K -5,498 -8%
MML Investors Services
32
MML Investors Services
Massachusetts
$3.31M -$149K -3,023 -4%
CPCP
33
Cedar Point Capital Partners
Iowa
$2.91M +$2.88M +58,265 New
Bank of New York Mellon
34
Bank of New York Mellon
New York
$2.88M +$413K +8,363 +17%
PFG
35
PAX Financial Group
Texas
$2.83M +$2.8M +56,691 New
IA
36
IFP Advisors
Florida
$2.82M +$138K +2,795 +5%
AFG
37
ABLE Financial Group
Arizona
$2.77M -$66.5K -1,347 -2%
AF
38
Allworth Financial
California
$2.52M -$433K -8,767 -15%
IWA
39
Inspirion Wealth Advisors
Illinois
$2.29M +$247K +5,000 +12%
UBS Group
40
UBS Group
Switzerland
$2.24M +$37.3K +755 +2%
CAC
41
Certified Advisory Corp
Florida
$2.2M +$23.2K +470 +1%
RJA
42
Raymond James & Associates
Florida
$2.06M +$55.3K +1,120 +3%
BWM
43
BCGM Wealth Management
Indiana
$1.99M -$88.4K -1,790 -4%
NC
44
NewSquare Capital
Pennsylvania
$1.93M -$8.15K -165 -0.4%
SFG
45
StrategIQ Financial Group
Indiana
$1.93M +$460K +9,311 +32%
LWM
46
LongView Wealth Management
Georgia
$1.9M +$1.87M +37,902 New
LWMG
47
Levy Wealth Management Group
Pennsylvania
$1.86M +$33.4K +676 +2%
IA
48
Inspire Advisors
Idaho
$1.78M +$50.6K +1,025 +3%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.78M +$250K +5,055 +17%
AWM
50
AE Wealth Management
Kansas
$1.75M +$1.73M +34,974 New