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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
101
Belpointe Asset Management
Nevada
$224K +$226K +4,568 New
WAM
102
Weatherly Asset Management
California
$220K +$222K +4,500 New
IA
103
IFG Advisory
Georgia
$212K +$213K +4,324 New
GI
104
Gradient Investments
Minnesota
$190K +$39K +790 +25%
AF
105
Advisornet Financial
Minnesota
$179K +$170K +3,433 +1,506%
VWM
106
Valley Wealth Managers
New Jersey
$156K
SSWM
107
Sheets Smith Wealth Management
North Carolina
$99.1K +$100K +2,025 New
LFA
108
LGT Financial Advisors
Texas
$96.7K
SPIA
109
Steward Partners Investment Advisory
New York
$83.2K +$83.9K +1,700 New
GWSG
110
GPS Wealth Strategies Group
Colorado
$74.6K +$543 +11 +0.7%
HCM
111
Hollencrest Capital Management
California
$70K
GM
112
GeoWealth Management
Illinois
$61K +$25.7K +520 +72%
AIM
113
Anchor Investment Management
South Carolina
$49K
HGERS
114
Householder Group Estate & Retirement Specialist
Arizona
$40.5K +$40.9K +828 New
EW
115
Element Wealth
Mississippi
$40.2K
Comerica Bank
116
Comerica Bank
Texas
$39.9K +$40.2K +815 New
IWP
117
IAG Wealth Partners
Wisconsin
$34.3K
US Bancorp
118
US Bancorp
Minnesota
$28.6K
PTC
119
Private Trust Company
Ohio
$28K
SS
120
Sunbelt Securities
Texas
$23.1K
BFEC
121
Benjamin F. Edwards & Company
Missouri
$23K
AssetMark Inc
122
AssetMark Inc
California
$13.8K -$691 -14 -5%
GRP
123
Global Retirement Partners
California
$13.6K
CT
124
Colonial Trust
South Carolina
$12.2K
GWM
125
Geneos Wealth Management
Colorado
$11K +$11.1K +225 New