We are live on ! Find out more
SMMU icon

PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
101
Total Clarity Wealth Management
Illinois
$652K
KCIC
102
Kuhn & Co Investment Counsel
Illinois
$651K -$81.8K -1,624 -11%
SFC
103
Summit Financial Consulting
Michigan
$641K +$38K +754 +6%
AF
104
Advisornet Financial
Minnesota
$617K -$28.1K -558 -4%
BCI
105
Brinker Capital Investments
Pennsylvania
$616K -$454K -9,011 -43%
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$583K +$581K +11,528 New
SWP
107
Strategic Wealth Partners
Ohio
$582K +$580K +11,501 New
TA
108
TruWealth Advisors
Louisiana
$558K +$301K +5,972 +118%
PA
109
PFG Advisors
Arizona
$543K +$38.7K +769 +8%
OBWG
110
Onyx Bridge Wealth Group
New York
$543K +$3.73K +74 +0.7%
CW
111
CreativeOne Wealth
Kansas
$543K +$128K +2,547 +31%
RA
112
Rodgers & Associates
Pennsylvania
$515K +$11.9K +236 +2%
AIM
113
Advyzon Investment Management
Illinois
$500K +$8.01K +159 +2%
SAG
114
SageView Advisory Group
California
$495K -$23.4K -464 -5%
SO
115
Sierra Ocean
California
$458K -$170K -3,374 -27%
AC
116
Apella Capital
Connecticut
$455K +$454K +9,002 New
WA
117
WBH Advisory
Maryland
$432K
Pathstone Holdings
118
Pathstone Holdings
New Jersey
$419K +$417K +8,281 New
Baird Financial Group
119
Baird Financial Group
Wisconsin
$414K -$9.17K -182 -2%
GI
120
Gradient Investments
Minnesota
$409K +$193K +3,824 +90%
CGH
121
Crossmark Global Holdings
Texas
$408K -$191K -3,798 -32%
AIM
122
Anchor Investment Management
South Carolina
$405K
JWCA
123
J.W. Cole Advisors
Florida
$404K -$15.8K -313 -4%
CPA
124
Clear Point Advisors
New York
$383K -$8.67K -172 -2%
DWM
125
DecisionMap Wealth Management
Virginia
$382K -$46.3K -919 -11%