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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OPS
51
Orion Portfolio Solutions
Nebraska
$868K +$230K +4,683 +36%
KA
52
Kooman & Associates
Pennsylvania
$836K +$832K +16,949 New
TSWM
53
Tyler-Stone Wealth Management
Ohio
$795K +$791K +16,118 New
MWP
54
Madison Wealth Partners
Wisconsin
$782K +$82.8K +1,687 +12%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$754K -$194K -3,944 -20%
SWP
56
Stratos Wealth Partners
Ohio
$746K -$585K -11,920 -44%
IA
57
IAM Advisory
Pennsylvania
$743K +$739K +15,064 New
AWS
58
Atria Wealth Solutions
New York
$736K +$731K +14,900 New
SSC
59
Syverson Strege & Co
Iowa
$706K +$411K +8,374 +141%
AC
60
Avestar Capital
New York
$676K +$41.7K +849 +7%
VCM
61
Virtue Capital Management
Tennessee
$660K
BFC
62
Bedel Financial Consulting
Indiana
$650K +$647K +13,184 New
DADC
63
D.A. Davidson & Co
Montana
$647K +$643K +13,115 New
CMS
64
Capital Market Strategies
Florida
$571K -$9.52K -194 -2%
MFG
65
Merit Financial Group
Georgia
$570K +$273K +5,557 +93%
KW
66
KWB Wealth
California
$553K +$551K +11,223 New
FTUS
67
Flow Traders U.S.
New York
$537K -$5.05M -102,913 -90%
LS
68
Leelyn Smith
Illinois
$530K -$124K -2,522 -19%
WG
69
Watchman Group
Texas
$513K +$511K +10,405 New
SWP
70
ShoreHaven Wealth Partners
New Jersey
$511K +$508K +10,357 New
GT
71
Greenleaf Trust
Michigan
$504K
FHC
72
First Heartland Consultants
Missouri
$466K +$53.9K +1,098 +13%
RCAG
73
Rehmann Capital Advisory Group
Michigan
$449K
SCA
74
Stokes Capital Advisors
South Carolina
$437K +$435K +8,862 New
AAS
75
Avantax Advisory Services
Texas
$435K +$88.4K +1,801 +26%