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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TA
101
TruWealth Advisors
Louisiana
$251K +$20.4K +407 +9%
Creative Planning
102
Creative Planning
Kansas
$249K -$151K -3,016 -38%
PNAA
103
Pictet North America Advisors
Switzerland
$245K -$5.12M -102,300 -95%
LNC
104
Lincoln National Corp
Pennsylvania
$236K +$1.6K +32 +0.7%
BFG
105
Bouchey Financial Group
New York
$236K
BAM
106
Belpointe Asset Management
Nevada
$231K +$1.7K +34 +0.7%
DJFS
107
Dean Jacobson Financial Services
Texas
$225K
CPA
108
Clear Point Advisors
New York
$224K -$13.8K -277 -5%
CW
109
CreativeOne Wealth
Kansas
$215K +$216K +4,313 New
SN
110
Sittner & Nelson
Oregon
$200K -$100K -2,000 -33%
GI
111
Gradient Investments
Minnesota
$194K +$2.25K +45 +1%
VWM
112
Valley Wealth Managers
New Jersey
$159K
Jones Financial Companies
113
Jones Financial Companies
Missouri
$140K
SPIA
114
Steward Partners Investment Advisory
New York
$136K +$51K +1,020 +60%
Bessemer Group
115
Bessemer Group
New Jersey
$123K +$124K +2,470 New
MIA
116
Milestone Investment Advisors
Wisconsin
$99.7K +$99.9K +1,998 New
LFA
117
LGT Financial Advisors
Texas
$98.6K
HCM
118
Hollencrest Capital Management
California
$71.4K
ACA
119
Aptus Capital Advisors
Alabama
$54K
AIM
120
Anchor Investment Management
South Carolina
$49.9K
KFI
121
Key Financial Inc
Pennsylvania
$49.4K
AWM
122
Avior Wealth Management
Nebraska
$44.4K +$42K +839 +1,645%
WH
123
Wallace Hart
Kentucky
$44.2K +$44.3K +885 New
HGERS
124
Householder Group Estate & Retirement Specialist
Arizona
$41.3K
EW
125
Element Wealth
Mississippi
$41K