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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
51
Boyd Wealth Management
California
$831K -$62.7K -1,264 -7%
KA
52
Kooman & Associates
Pennsylvania
$809K -$34.6K -698 -4%
CA
53
Crumly & Associates
Illinois
$808K -$2.27M -45,782 -74%
SWP
54
Stratos Wealth Partners
Ohio
$782K +$29K +584 +4%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$762K
IA
56
IAM Advisory
Pennsylvania
$755K +$4.61K +93 +0.6%
AWS
57
Atria Wealth Solutions
New York
$742K
MWP
58
Madison Wealth Partners
Wisconsin
$729K -$60.5K -1,220 -8%
AC
59
Avestar Capital
New York
$714K +$32.4K +654 +5%
VCM
60
Virtue Capital Management
Tennessee
$665K
BFC
61
Bedel Financial Consulting
Indiana
$656K
VWA
62
Visionary Wealth Advisors
Illinois
$605K +$401K +8,084 +199%
LS
63
Leelyn Smith
Illinois
$588K +$52.3K +1,054 +10%
WG
64
Watchman Group
Texas
$572K +$53.8K +1,085 +10%
CMS
65
Capital Market Strategies
Florida
$552K -$24.5K -494 -4%
GT
66
Greenleaf Trust
Michigan
$509K
FAIM
67
Financial Advocates Investment Management
Washington
$502K +$500K +10,082 New
KW
68
KWB Wealth
California
$499K -$54.2K -1,092 -10%
SFG
69
StrategIQ Financial Group
Indiana
$495K +$494K +9,950 New
Baird Financial Group
70
Baird Financial Group
Wisconsin
$456K +$35.5K +715 +8%
RCAG
71
Rehmann Capital Advisory Group
Michigan
$453K
TSS
72
Two Sigma Securities
New York
$450K +$448K +9,040 New
SCA
73
Stokes Capital Advisors
South Carolina
$441K
FHC
74
First Heartland Consultants
Missouri
$441K -$29.9K -602 -6%
BWM
75
BerganKDV Wealth Management
Minnesota
$401K +$19.2K +387 +5%