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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
76
Summit Financial Strategies
Ohio
$857K +$233K +4,669 +37%
SRC
77
Sage Rhino Capital
California
$839K +$24.7K +493 +3%
OWA
78
Oak Wealth Advisors
Illinois
$831K +$130K +2,595 +18%
TCWM
79
Total Clarity Wealth Management
Illinois
$798K
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$732K +$11.1K +222 +2%
GSWM
81
Golden State Wealth Management
California
$713K +$25.7K +513 +4%
Jones Financial Companies
82
Jones Financial Companies
Missouri
$713K +$156K +3,118 +28%
AF
83
Advisornet Financial
Minnesota
$700K +$125K +2,507 +22%
LKBC
84
L.K. Benson & Company
Maryland
$700K +$1.9K +38 +0.3%
KA
85
Kooman & Associates
Pennsylvania
$695K +$4.4K +88 +0.6%
CGH
86
Crossmark Global Holdings
Texas
$691K +$705K +14,103 New
EH
87
Equitable Holdings
New York
$683K +$34.2K +683 +5%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$682K +$682K +13,635 New
KCIC
89
Kuhn & Co Investment Counsel
Illinois
$680K +$137K +2,736 +25%
VCM
90
Virtue Capital Management
Tennessee
$669K +$669K +13,386 New
BFC
91
Bedel Financial Consulting
Indiana
$656K
SO
92
Sierra Ocean
California
$590K +$64.7K +1,293 +12%
SAG
93
SageView Advisory Group
California
$556K -$3.85K -77 -0.7%
AIM
94
Advyzon Investment Management
Illinois
$552K -$5K -100 -0.9%
SFC
95
Summit Financial Consulting
Michigan
$545K +$545K +10,901 New
OBWG
96
Onyx Bridge Wealth Group
New York
$529K +$3.65K +73 +0.7%
TAM
97
Titleist Asset Management
Texas
$522K +$17.2K +344 +3%
RA
98
Rodgers & Associates
Pennsylvania
$521K -$6.4K -128 -1%
BHWM
99
Beaird Harris Wealth Management
Texas
$474K -$785K -15,696 -62%
PA
100
PFG Advisors
Arizona
$452K +$19.8K +395 +5%