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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
51
Rehmann Capital Advisory Group
Michigan
$560K -$32K -625 -5%
GT
52
Greenleaf Trust
Michigan
$524K
AIFAIM
53
American Institute for Advanced Investment Management
Arizona
$501K +$64.1K +1,250 +15%
BWM
54
BerganKDV Wealth Management
Minnesota
$454K +$71K +1,385 +19%
WAM
55
Weatherly Asset Management
California
$432K +$432K +8,425 New
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$403K +$106K +2,070 +36%
RJA
57
Raymond James & Associates
Florida
$396K -$51.2K -999 -11%
PFA
58
Paradigm Financial Advisors
Missouri
$393K
GRP
59
Global Retirement Partners
California
$362K +$359 +7 +0.1%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$350K
MSFS
61
Main Street Financial Solutions
Pennsylvania
$313K
AWM
62
AE Wealth Management
Kansas
$303K +$303K +5,920 New
OPS
63
Orion Portfolio Solutions
Nebraska
$282K +$282K +5,509 New
VWA
64
Visionary Wealth Advisors
Illinois
$278K +$278K +5,430 New
ECM
65
Evergreen Capital Management
Washington
$256K +$256K +5,000 New
CCM
66
Condor Capital Management
New Jersey
$252K +$252K +4,926 New
TCWM
67
Total Clarity Wealth Management
Illinois
$251K
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$251K +$251K +4,906 New
GWM
69
Gray Wealth Management
Maine
$234K +$234K +4,561 New
C
70
Certuity
Florida
$233K -$178K -3,478 -43%
Stifel Financial
71
Stifel Financial
Missouri
$225K
WA
72
Wambolt & Associates
Colorado
$204K
SSC
73
Syverson Strege & Co
Iowa
$193K +$15.9K +310 +9%
NFG
74
Next Financial Group
Texas
$187K +$10.3K +201 +6%
HIA
75
Harbor Investment Advisory
Maryland
$151K