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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
76
Belpointe Asset Management
Nevada
$135K -$142K -2,766 -51%
M1FG
77
Mach-1 Financial Group
Arkansas
$112K +$113K +2,205 New
PO
78
Private Ocean
California
$100K +$99.9K +1,950 New
CWA
79
Clearview Wealth Advisors
Oregon
$94K -$9.74K -190 -9%
HI
80
Harbour Investments
Wisconsin
$63K -$10.7K -209 -15%
SJIA
81
St. James Investment Advisors
New York
$44K +$44.1K +860 New
SW
82
SVB Wealth
Massachusetts
$40K
TC
83
TAP Consulting
Missouri
$34K +$33.9K +662 New
APA
84
American Portfolios Advisors
New York
$31.5K -$7.33K -143 -19%
US Bancorp
85
US Bancorp
Minnesota
$30K
CCM
86
Covington Capital Management
California
$19K
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$15K
SCA
88
Snowden Capital Advisors
New York
$12K +$12.9K +252 New
AWA
89
Arete Wealth Advisors
Illinois
-$1.57M -30,702 Closed
MA
90
MJP Associates
Connecticut
-$1.52M -29,720 Closed
CIA
91
Compass Ion Advisors
Pennsylvania
-$1.01M -19,780 Closed
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
-$893K -17,407 Closed
OWM
93
OneAscent Wealth Management
Alabama
-$241K -4,702 Closed
DWM
94
Darwin Wealth Management
Florida
-$220K -4,297 Closed
BWM
95
Birchcreek Wealth Management
Ohio
-$209K -4,070 Closed