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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$1.72M -$22.7K -454 -1%
IA
52
IAM Advisory
Pennsylvania
$1.64M +$751K +15,020 +84%
CWP
53
Cyndeo Wealth Partners
Florida
$1.53M -$139K -2,784 -8%
DAS
54
Dynamic Advisor Solutions
Arizona
$1.51M -$13.2K -264 -0.9%
GSIAS
55
Garden State Investment Advisory Services
New Jersey
$1.42M -$86.9K -1,738 -6%
HighTower Advisors
56
HighTower Advisors
Illinois
$1.41M -$6.95K -139 -0.5%
SRC
57
Sage Rhino Capital
California
$1.29M +$67.3K +1,345 +5%
JP Morgan Chase
58
JP Morgan Chase
New York
$1.29M +$860K +17,192 +199%
TCWM
59
Total Clarity Wealth Management
Illinois
$1.22M +$283K +5,653 +30%
MW
60
MBL Wealth
North Carolina
$1.12M +$55K +1,100 +5%
VWA
61
Visionary Wealth Advisors
Illinois
$1.11M +$218K +4,356 +24%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$1.1M +$450K +9,007 +69%
EH
63
Equitable Holdings
New York
$901K +$149K +2,975 +20%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$878K -$44.1K -882 -5%
PPWP
65
Premier Path Wealth Partners
New Jersey
$867K +$510K +10,200 New
AAS
66
Avantax Advisory Services
Texas
$847K +$220K +4,405 +35%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$829K +$49.9K +997 +6%
TSWM
68
Tyler-Stone Wealth Management
Ohio
$742K -$1K -20 -0.1%
KA
69
Kooman & Associates
Pennsylvania
$680K +$22.9K +458 +3%
VCM
70
Virtue Capital Management
Tennessee
$666K
BFC
71
Bedel Financial Consulting
Indiana
$658K
YIA
72
YHB Investment Advisors
Connecticut
$641K
WG
73
Watchman Group
Texas
$624K
NA
74
NewEdge Advisors
Louisiana
$621K -$126K -2,527 -17%
FAIM
75
Financial Advocates Investment Management
Washington
$606K +$4.5K +90 +0.7%