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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
76
Boyd Wealth Management
California
$872K +$2.3K +46 +0.3%
FAIM
77
Financial Advocates Investment Management
Washington
$827K +$4.81K +96 +0.6%
SRC
78
Sage Rhino Capital
California
$811K -$283K -5,653 -26%
TCWM
79
Total Clarity Wealth Management
Illinois
$798K -$329K -6,574 -29%
FWM
80
Fortress Wealth Management
California
$770K +$774K +15,450 New
FGWP
81
Founders Grove Wealth Partners
Virginia
$750K +$754K +15,058 New
MIA
82
Milestone Investment Advisors
Wisconsin
$730K +$179K +3,575 +32%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$719K +$20.2K +403 +3%
OWA
84
Oak Wealth Advisors
Illinois
$699K +$703K +14,028 New
LKBC
85
L.K. Benson & Company
Maryland
$695K +$699K +13,954 New
KA
86
Kooman & Associates
Pennsylvania
$689K +$20K +399 +3%
GSWM
87
Golden State Wealth Management
California
$685K +$688K +13,738 New
BFC
88
Bedel Financial Consulting
Indiana
$660K
EH
89
Equitable Holdings
New York
$646K -$59.9K -1,195 -8%
SFS
90
Summit Financial Strategies
Ohio
$621K +$173K +3,457 +38%
AF
91
Advisornet Financial
Minnesota
$573K +$33.1K +660 +6%
DC
92
Davenport & Co
Virginia
$559K +$55.8K +1,115 +11%
SAG
93
SageView Advisory Group
California
$558K -$67.3K -1,343 -11%
Jones Financial Companies
94
Jones Financial Companies
Missouri
$556K +$257K +5,122 +85%
AIM
95
Advyzon Investment Management
Illinois
$555K +$558K +11,143 New
KCIC
96
Kuhn & Co Investment Counsel
Illinois
$542K +$89.7K +1,790 +20%
RA
97
Rodgers & Associates
Pennsylvania
$525K +$528K +10,539 New
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$524K +$43.2K +862 +9%
OBWG
99
Onyx Bridge Wealth Group
New York
$524K +$526K +10,510 New
SO
100
Sierra Ocean
California
$524K +$526K +10,508 New