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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
101
Ehrlich Financial Group
California
$283K +$279K +5,659 New
FHC
102
First Heartland Consultants
Missouri
$282K -$103K -2,091 -27%
CPA
103
Clear Point Advisors
New York
$258K +$255K +5,165 New
WAM
104
Weatherly Asset Management
California
$247K +$20.5K +415 +9%
HI
105
Harbour Investments
Wisconsin
$245K -$104K -2,102 -30%
BFG
106
Bouchey Financial Group
New York
$237K
LNC
107
Lincoln National Corp
Pennsylvania
$235K +$1.04K +21 +0.4%
TA
108
TruWealth Advisors
Louisiana
$231K +$228K +4,614 New
BAM
109
Belpointe Asset Management
Nevada
$230K +$1.73K +35 +0.8%
DJFS
110
Dean Jacobson Financial Services
Texas
$225K -$104K -2,116 -32%
LS
111
Leelyn Smith
Illinois
$201K +$199K +4,022 New
GI
112
Gradient Investments
Minnesota
$193K -$2.02K -41 -1%
VWM
113
Valley Wealth Managers
New Jersey
$160K
Jones Financial Companies
114
Jones Financial Companies
Missouri
$141K +$139K +2,810 New
LFA
115
LGT Financial Advisors
Texas
$98.8K
US Bancorp
116
US Bancorp
Minnesota
$89.1K +$59.1K +1,196 +204%
SPIA
117
Steward Partners Investment Advisory
New York
$85K
HCM
118
Hollencrest Capital Management
California
$71.5K
GM
119
GeoWealth Management
Illinois
$68K +$5.68K +115 +9%
ACA
120
Aptus Capital Advisors
Alabama
$54.2K +$53.5K +1,083 New
AIM
121
Anchor Investment Management
South Carolina
$50K
KFI
122
Key Financial Inc
Pennsylvania
$49.5K +$48.8K +989 New
EW
123
Element Wealth
Mississippi
$41.1K
HGERS
124
Householder Group Estate & Retirement Specialist
Arizona
$41K
IWP
125
IAG Wealth Partners
Wisconsin
$35K