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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
51
LongView Wealth Management
Georgia
$1.65M -$95.2K -1,900 -5%
BCI
52
Brinker Capital Investments
Pennsylvania
$1.63M -$376K -7,501 -19%
OPS
53
Orion Portfolio Solutions
Nebraska
$1.63M -$376K -7,501 -19%
DAS
54
Dynamic Advisor Solutions
Arizona
$1.61M +$621K +12,405 +62%
AAS
55
Avantax Advisory Services
Texas
$1.61M +$426K +8,503 +36%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$1.54M +$288K +5,744 +23%
CWP
57
Cyndeo Wealth Partners
Florida
$1.52M -$198K -3,953 -11%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$1.52M +$328K +6,554 +27%
MML Investors Services
59
MML Investors Services
Massachusetts
$1.49M +$14.1K +281 +0.9%
SWM
60
StoneCrest Wealth Management
Arizona
$1.48M
YIA
61
YHB Investment Advisors
Connecticut
$1.47M +$545K +10,880 +59%
TSWM
62
Tyler-Stone Wealth Management
Ohio
$1.45M
BWM
63
BCGM Wealth Management
Indiana
$1.45M -$124K -2,485 -8%
HighTower Advisors
64
HighTower Advisors
Illinois
$1.44M -$12.3K -245 -0.8%
NC
65
NewSquare Capital
Pennsylvania
$1.38M -$70.2K -1,402 -5%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$1.33M +$50.3K +1,004 +4%
SA
67
Skyline Advisors
Washington
$1.28M -$639K -12,760 -33%
GSIAS
68
Garden State Investment Advisory Services
New Jersey
$1.27M +$1.55K +31 +0.1%
BHWM
69
Beaird Harris Wealth Management
Texas
$1.26M -$55.1K -1,100 -4%
MW
70
MBL Wealth
North Carolina
$1.18M
SA
71
Sanctuary Advisors
Indiana
$1.13M
KAS
72
Kestra Advisory Services
Texas
$1.08M +$36.7K +732 +4%
VWA
73
Visionary Wealth Advisors
Illinois
$1.02M -$90.1K -1,799 -8%
EFS
74
Econ Financial Services
Pennsylvania
$975K +$980K +19,561 New
FFA
75
Farther Finance Advisors
California
$877K -$150K -2,988 -15%