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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
$6.17M +$540K +10,705 +10%
CWM
27
CarsonAllaria Wealth Management
Illinois
$4.9M +$335K +6,636 +7%
MCM
28
MAI Capital Management
Ohio
$4.88M +$302K +5,989 +7%
OCA
29
Optimus Capital Advisors
Texas
$4.81M +$4.81M +95,297 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$4.73M +$177K +3,508 +4%
CA
31
Crumly & Associates
Illinois
$4.58M +$122K +2,410 +3%
SN
32
Sittner & Nelson
Oregon
$4.39M +$2.58M +51,147 +145%
NA
33
NewEdge Advisors
Louisiana
$4.33M +$940K +18,618 +28%
GWP
34
Gateway Wealth Partners
Wisconsin
$3.9M +$383K +7,579 +11%
MWC
35
MBM Wealth Consultants
Missouri
$3.6M +$373K +7,382 +12%
Citadel Advisors
36
Citadel Advisors
Florida
$3.29M +$2.36M +46,794 +255%
Cerity Partners
37
Cerity Partners
New York
$3.28M -$412K -8,165 -11%
WIM
38
Westside Investment Management
California
$3.27M -$239K -4,738 -7%
AFG
39
ABLE Financial Group
Arizona
$3.09M +$400K +7,920 +15%
CIAS
40
CFS Investment Advisory Services
New Jersey
$2.98M -$42.6K -844 -1%
CPCP
41
Cedar Point Capital Partners
Iowa
$2.84M -$337K -6,676 -11%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$2.82M +$266K +5,272 +10%
UBS Group
43
UBS Group
Switzerland
$2.73M -$648K -12,831 -19%
CAC
44
Certified Advisory Corp
Florida
$2.55M +$54.9K +1,088 +2%
AC
45
AIFG Consultants
New York
$2.49M +$81.8K +1,620 +3%
YIA
46
YHB Investment Advisors
Connecticut
$2.44M +$418K +8,280 +21%
WA
47
Waverly Advisors
Alabama
$2.42M -$12.8K -253 -0.5%
UW
48
Unique Wealth
Florida
$2.41M -$1.02M -20,165 -30%
MIA
49
Milestone Investment Advisors
Wisconsin
$2.21M +$260K +5,150 +13%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$2.11M +$594K +11,767 +39%