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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
51
BCGM Wealth Management
Indiana
$485K +$497K +9,821 New
BWM
52
BerganKDV Wealth Management
Minnesota
$461K +$18.2K +360 +4%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$431K -$117K -2,303 -21%
WAM
54
Weatherly Asset Management
California
$421K
BDFN
55
Bond & Devick Financial Network
Minnesota
$380K +$384K +7,595 New
PFS
56
Prospera Financial Services
Texas
$377K +$382K +7,541 New
GRP
57
Global Retirement Partners
California
$351K +$1.26K +25 +0.4%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$341K
Citadel Advisors
59
Citadel Advisors
Florida
$334K -$5.16M -101,990 -94%
COF
60
Capital One Financial
Virginia
$333K -$1.63M -32,240 -83%
SSC
61
Syverson Strege & Co
Iowa
$324K +$137K +2,709 +72%
RJA
62
Raymond James & Associates
Florida
$319K -$68.1K -1,345 -17%
TC
63
Titleist Capital
Texas
$310K +$314K +6,208 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$290K -$103K -2,044 -26%
MSFS
65
Main Street Financial Solutions
Pennsylvania
$265K -$40.5K -800 -13%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$265K +$253K +5,005 +1,668%
ECM
67
Evergreen Capital Management
Washington
$250K
TCWM
68
Total Clarity Wealth Management
Illinois
$245K
OWM
69
OneAscent Wealth Management
Alabama
$235K +$238K +4,702 New
GWM
70
Gray Wealth Management
Maine
$228K
Stifel Financial
71
Stifel Financial
Missouri
$219K
BAM
72
Belpointe Asset Management
Nevada
$166K +$35.4K +700 +27%
HIA
73
Harbor Investment Advisory
Maryland
$147K
PO
74
Private Ocean
California
$97K
MCC
75
Money Concepts Capital
Florida
$82K +$83.3K +1,646 New