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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AF
26
Allworth Financial
California
$4.23M +$1.89M +37,709 +80%
CWM
27
CarsonAllaria Wealth Management
Illinois
$4.2M -$905K -18,106 -18%
WIM
28
Westside Investment Management
California
$3.77M -$125K -2,502 -3%
CA
29
Crumly & Associates
Illinois
$3.75M +$530K +10,595 +16%
CAAS
30
Capital Asset Advisory Services
Michigan
$3.73M +$589K +11,778 +19%
AWM
31
Axxcess Wealth Management
California
$3.59M +$556K +11,124 +18%
NA
32
NewEdge Advisors
Louisiana
$3.54M -$505K -10,107 -13%
UBS Group
33
UBS Group
Switzerland
$3.42M +$1.02M +20,469 +43%
CPCP
34
Cedar Point Capital Partners
Iowa
$3.34M +$91.2K +1,823 +3%
AFG
35
ABLE Financial Group
Arizona
$3.3M +$234K +4,687 +8%
RMDI
36
R.M. Davis Inc
Maine
$3.29M +$165K +3,291 +5%
MWC
37
MBM Wealth Consultants
Missouri
$2.8M +$285K +5,704 +11%
PFG
38
PAX Financial Group
Texas
$2.74M +$268K +5,357 +11%
OIA
39
OneDigital Investment Advisors
Kansas
$2.71M -$338K -6,761 -11%
WA
40
Waverly Advisors
Alabama
$2.66M +$206K +4,118 +8%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$2.53M +$43.4K +868 +2%
CAC
42
Certified Advisory Corp
Florida
$2.28M -$36.3K -726 -2%
AC
43
AIFG Consultants
New York
$2.11M +$76.7K +1,533 +4%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$2.11M +$584K +11,682 +38%
IWA
45
Inspirion Wealth Advisors
Illinois
$2.04M -$250K -5,000 -11%
PPWP
46
Premier Path Wealth Partners
New Jersey
$1.99M -$31.7K -634 -2%
UW
47
Unique Wealth
Florida
$1.91M +$1.47M +29,336 +331%
CWP
48
Cyndeo Wealth Partners
Florida
$1.87M +$342K +6,830 +22%
LI
49
LifeWealth Investments
Florida
$1.75M
YIA
50
YHB Investment Advisors
Connecticut
$1.73M +$260K +5,200 +18%