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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Cornerstone Wealth Management
Missouri
$693K +$172K +3,479 +33%
VCM
52
Virtue Capital Management
Tennessee
$664K +$663K +13,386 New
NA
53
Nottingham Advisors
New York
$606K -$500K -10,107 -45%
KC
54
Kingfisher Capital
North Carolina
$598K -$83.1K -1,679 -12%
AIFAIM
55
American Institute for Advanced Investment Management
Arizona
$585K
CMS
56
Capital Market Strategies
Florida
$584K
BDFN
57
Bond & Devick Financial Network
Minnesota
$582K +$205K +4,135 +54%
CCM
58
Coldstream Capital Management
Washington
$547K +$545K +11,015 New
DAS
59
Dynamic Advisor Solutions
Arizona
$524K +$522K +10,554 New
MML Investors Services
60
MML Investors Services
Massachusetts
$511K -$942K -19,036 -65%
GT
61
Greenleaf Trust
Michigan
$508K
RCAG
62
Rehmann Capital Advisory Group
Michigan
$452K +$23.7K +478 +6%
MFG
63
Merit Financial Group
Georgia
$450K +$449K +9,066 New
BWM
64
BerganKDV Wealth Management
Minnesota
$438K -$19.4K -392 -4%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$437K +$148K +3,000 +52%
WA
66
WBH Advisory
Maryland
$382K +$381K +7,699 New
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$349K -$238K -4,817 -41%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$338K
EFS
69
Essex Financial Services
Connecticut
$337K +$337K +6,800 New
GRP
70
Global Retirement Partners
California
$320K -$32.3K -653 -9%
RJA
71
Raymond James & Associates
Florida
$288K -$28.8K -581 -9%
VWM
72
Valley Wealth Managers
New Jersey
$282K +$280K +5,666 New
AAS
73
Avantax Advisory Services
Texas
$257K +$257K +5,187 New
TCWM
74
Total Clarity Wealth Management
Illinois
$243K
Baird Financial Group
75
Baird Financial Group
Wisconsin
$236K +$235K +4,746 New