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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NP
76
NorthRock Partners
Minnesota
$758K +$753K +15,000 New
EH
77
Equitable Holdings
New York
$715K +$162K +3,226 +29%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$706K -$186K -3,705 -21%
KA
79
Kooman & Associates
Pennsylvania
$678K -$53.8K -1,073 -7%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$668K
BFC
81
Bedel Financial Consulting
Indiana
$666K
SAG
82
SageView Advisory Group
California
$633K +$629K +12,544 New
MIA
83
Milestone Investment Advisors
Wisconsin
$559K +$202K +4,025 +57%
AF
84
Advisornet Financial
Minnesota
$547K +$9.68K +193 +2%
WA
85
WBH Advisory
Maryland
$518K
DC
86
Davenport & Co
Virginia
$510K +$37.8K +754 +8%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$487K -$6.47K -129 -1%
TAM
88
Titleist Asset Management
Texas
$484K +$481K +9,578 New
Baird Financial Group
89
Baird Financial Group
Wisconsin
$477K -$141K -2,815 -23%
KCIC
90
Kuhn & Co Investment Counsel
Illinois
$458K +$26.3K +524 +6%
SFS
91
Summit Financial Strategies
Ohio
$454K -$34.4K -685 -7%
WN
92
Williams & Novak
California
$448K +$75.3K +1,500 +20%
PA
93
PFG Advisors
Arizona
$426K +$5.02K +100 +1%
NCFG
94
New Century Financial Group
New Jersey
$389K +$386K +7,701 New
HGERS
95
Householder Group Estate & Retirement Specialist
Arizona
$380K +$336K +6,704 +810%
MWP
96
Madison Wealth Partners
Wisconsin
$378K -$11.1K -222 -3%
Envestnet Portfolio Solutions
97
Envestnet Portfolio Solutions
Illinois
$356K -$552 -11 -0.2%
CMS
98
Capital Market Strategies
Florida
$345K -$9.73K -194 -3%
CAL
99
Capital Advisors Ltd
Ohio
$333K
HI
100
Harbour Investments
Wisconsin
$327K +$51.3K +1,022 +19%