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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
101
Visionary Wealth Advisors
Illinois
$449K -$578K -11,556 -56%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$439K
PWG
103
Private Wealth Group
Florida
$437K -$2.3K -46 -0.5%
WA
104
WBH Advisory
Maryland
$426K +$750 +15 +0.2%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$422K -$42.9K -858 -9%
CW
106
CreativeOne Wealth
Kansas
$404K +$156K +3,117 +63%
AIM
107
Anchor Investment Management
South Carolina
$400K +$100K +2,000 +33%
CPA
108
Clear Point Advisors
New York
$385K +$2.4K +48 +0.6%
DWM
109
DecisionMap Wealth Management
Virginia
$380K +$379K +7,588 New
CF
110
Cyr Financial
Illinois
$378K
BWMG
111
Barnes Wealth Management Group
California
$357K -$800 -16 -0.2%
MPW
112
Magnolia Private Wealth
Pennsylvania
$351K
P
113
&Partners
Tennessee
$343K
SN
114
Sittner & Nelson
Oregon
$343K +$108K +2,150 +46%
CAL
115
Capital Advisors Ltd
Ohio
$330K
Comerica Bank
116
Comerica Bank
Texas
$328K +$81.4K +1,628 +33%
Pathstone Holdings
117
Pathstone Holdings
New Jersey
$326K +$326K +6,520 New
Envestnet Portfolio Solutions
118
Envestnet Portfolio Solutions
Illinois
$316K -$36.8K -736 -10%
HI
119
Harbour Investments
Wisconsin
$303K +$26.5K +529 +10%
AQR Capital Management
120
AQR Capital Management
Connecticut
$303K
FWM
121
Fortress Wealth Management
California
$297K -$476K -9,511 -62%
MWP
122
Madison Wealth Partners
Wisconsin
$289K -$41.7K -833 -13%
KPWS
123
Kestra Private Wealth Services
Texas
$285K +$48.2K +964 +20%
AIFAIM
124
American Institute for Advanced Investment Management
Arizona
$280K +$280K +5,600 New
WN
125
Williams & Novak
California
$278K -$115K -2,300 -29%