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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
101
Titleist Asset Management
Texas
$503K +$25.9K +517 +5%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$464K -$7.51K -150 -2%
UW
103
Unique Wealth
Florida
$441K +$444K +8,858 New
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$438K -$223K -4,444 -34%
PWG
105
Private Wealth Group
Florida
$438K +$440K +8,779 New
PA
106
PFG Advisors
Arizona
$430K +$10.3K +205 +2%
WA
107
WBH Advisory
Maryland
$424K -$87.8K -1,754 -17%
BAG
108
Bridgewealth Advisory Group
California
$411K +$152K +3,043 +59%
WN
109
Williams & Novak
California
$392K -$50.1K -1,000 -11%
CPA
110
Clear Point Advisors
New York
$382K +$207K +4,124 +117%
CF
111
Cyr Financial
Illinois
$376K +$57.5K +1,149 +18%
NCFG
112
New Century Financial Group
New Jersey
$359K -$24.6K -491 -6%
BWMG
113
Barnes Wealth Management Group
California
$357K +$358K +7,155 New
Envestnet Portfolio Solutions
114
Envestnet Portfolio Solutions
Illinois
$352K
MPW
115
Magnolia Private Wealth
Pennsylvania
$350K +$351K +7,014 New
P
116
&Partners
Tennessee
$343K +$24.3K +485 +8%
MWP
117
Madison Wealth Partners
Wisconsin
$329K -$44.4K -886 -12%
CAL
118
Capital Advisors Ltd
Ohio
$329K
AQR Capital Management
119
AQR Capital Management
Connecticut
$302K
AIM
120
Anchor Investment Management
South Carolina
$299K
ALA
121
Atlas Legacy Advisors
California
$289K +$291K +5,806 New
RCM
122
Riggs Capital Management
Utah
$281K +$282K +5,636 New
PAG
123
Private Advisor Group
New Jersey
$277K +$279K +5,561 New
WG
124
Watchman Group
Texas
$276K
HI
125
Harbour Investments
Wisconsin
$276K -$46.6K -930 -14%