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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
$6.7M +$527K +10,411 +9%
HAG
27
HighPoint Advisor Group
Illinois
$6.6M -$31.8K -628 -0.5%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$5.71M +$982K +19,386 +21%
CA
29
Crumly & Associates
Illinois
$5.3M +$721K +14,231 +16%
OCA
30
Optimus Capital Advisors
Texas
$5.22M +$409K +8,078 +8%
MCM
31
MAI Capital Management
Ohio
$4.99M +$103K +2,038 +2%
CWM
32
CarsonAllaria Wealth Management
Illinois
$4.78M -$115K -2,268 -2%
NA
33
NewEdge Advisors
Louisiana
$4.63M +$303K +5,983 +7%
SN
34
Sittner & Nelson
Oregon
$4.21M -$150K -2,956 -3%
MWC
35
MBM Wealth Consultants
Missouri
$4.02M +$414K +8,176 +11%
Goldman Sachs
36
Goldman Sachs
New York
$3.36M +$3.37M +66,564 New
MIA
37
Milestone Investment Advisors
Wisconsin
$3.32M +$1.12M +22,038 +50%
AFG
38
ABLE Financial Group
Arizona
$3.09M -$8.61K -170 -0.3%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$2.93M +$104K +2,047 +4%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$2.92M +$2.94M +57,953 New
YIA
41
YHB Investment Advisors
Connecticut
$2.91M +$474K +9,360 +19%
CIAS
42
CFS Investment Advisory Services
New Jersey
$2.88M -$111K -2,190 -4%
CAC
43
Certified Advisory Corp
Florida
$2.78M +$226K +4,470 +9%
SF
44
Summit Financial
New Jersey
$2.69M +$1.58M +31,154 +140%
Cerity Partners
45
Cerity Partners
New York
$2.67M -$618K -12,208 -19%
WIM
46
Westside Investment Management
California
$2.64M -$641K -12,650 -19%
IAA
47
Independent Advisor Alliance
North Carolina
$2.58M +$2.59M +51,180 New
Jones Financial Companies
48
Jones Financial Companies
Missouri
$2.51M +$1.1M +21,803 +78%
UBS Group
49
UBS Group
Switzerland
$2.46M -$273K -5,391 -10%
PCIA
50
Prime Capital Investment Advisors
Kansas
$2.42M +$702K +13,860 +41%