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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AIFAIM
76
American Institute for Advanced Investment Management
Arizona
$434K -$147K -2,990 -25%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$416K +$73.8K +1,504 +22%
NA
78
Nottingham Advisors
New York
$394K -$7.36K -150 -2%
CCM
79
Coldstream Capital Management
Washington
$393K +$391K +7,970 New
SAG
80
SageView Advisory Group
California
$384K +$383K +7,798 New
BWM
81
BerganKDV Wealth Management
Minnesota
$378K -$26.7K -544 -7%
RJT
82
Raymond James Trust
Florida
$367K
HI
83
Harbour Investments
Wisconsin
$359K +$146K +2,981 +69%
BDFN
84
Bond & Devick Financial Network
Minnesota
$336K -$219K -4,468 -40%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$330K -$378K -7,706 -54%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$327K
CAL
87
Capital Advisors Ltd
Ohio
$325K
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$270K -$2.82M -57,566 -91%
TCWM
89
Total Clarity Wealth Management
Illinois
$241K
OWM
90
OneAscent Wealth Management
Alabama
$232K
LNC
91
Lincoln National Corp
Pennsylvania
$230K
BAM
92
Belpointe Asset Management
Nevada
$228K +$36.8K +750 +19%
EH
93
Equitable Holdings
New York
$222K -$23.9K -488 -10%
WIM
94
Westside Investment Management
California
$219K +$142K +2,900 +7%
VWA
95
Visionary Wealth Advisors
Illinois
$200K -$4.14M -84,410 -95%
VWM
96
Valley Wealth Managers
New Jersey
$152K -$38.7K -789 -20%
GI
97
Gradient Investments
Minnesota
$143K -$59K -1,202 -29%
FWA
98
Freedom Wealth Alliance
Wisconsin
$142K +$141K +2,874 New
LFA
99
LGT Financial Advisors
Texas
$97.4K +$96.9K +1,975 New
HCM
100
Hollencrest Capital Management
California
$87.4K -$598K -12,188 -87%