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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
51
Madison Wealth Partners
Wisconsin
$693K -$50.4K -1,017 -7%
TNBTD
52
Trustmark National Bank Trust Department
Mississippi
$684K
HCM
53
Hollencrest Capital Management
California
$682K -$50.6K -1,020 -7%
BWM
54
Boyd Wealth Management
California
$679K -$3.82K -77 -0.6%
VCM
55
Virtue Capital Management
Tennessee
$654K
LS
56
Leelyn Smith
Illinois
$649K -$422K -8,505 -39%
OPS
57
Orion Portfolio Solutions
Nebraska
$631K -$1.07M -21,497 -62%
AC
58
Avestar Capital
New York
$627K +$636K +12,834 New
KC
59
Kingfisher Capital
North Carolina
$590K +$1.64K +33 +0.3%
AIFAIM
60
American Institute for Advanced Investment Management
Arizona
$576K
CMS
61
Capital Market Strategies
Florida
$575K
GA
62
Gateway Advisory
New Jersey
$575K +$583K +11,760 New
BDFN
63
Bond & Devick Financial Network
Minnesota
$552K -$21.9K -442 -4%
GT
64
Greenleaf Trust
Michigan
$500K
DAS
65
Dynamic Advisor Solutions
Arizona
$456K -$60.3K -1,217 -12%
RCAG
66
Rehmann Capital Advisory Group
Michigan
$445K
FHC
67
First Heartland Consultants
Missouri
$408K +$414K +8,353 New
BWM
68
BerganKDV Wealth Management
Minnesota
$401K -$30.2K -610 -7%
NA
69
Nottingham Advisors
New York
$398K -$201K -4,057 -33%
CW
70
CreativeOne Wealth
Kansas
$397K +$402K +8,116 New
RJT
71
Raymond James Trust
Florida
$364K +$369K +7,449 New
EFS
72
Essex Financial Services
Connecticut
$357K +$24.8K +500 +7%
WA
73
WBH Advisory
Maryland
$349K -$27.1K -547 -7%
AAS
74
Avantax Advisory Services
Texas
$344K +$91.4K +1,844 +36%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$339K +$109K +2,194 +46%