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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KCIC
101
Kuhn & Co Investment Counsel
Illinois
$843K +$80.2K +1,583 +10%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$789K -$677K -13,362 -46%
GSWM
103
Golden State Wealth Management
California
$787K +$861 +17 +0.1%
SFC
104
Summit Financial Consulting
Michigan
$769K +$33.2K +656 +4%
CWA
105
Canvas Wealth Advisors
Kansas
$744K +$747K +14,740 New
KA
106
Kooman & Associates
Pennsylvania
$742K +$26.4K +522 +4%
LKBC
107
L.K. Benson & Company
Maryland
$714K +$1.98K +39 +0.3%
SO
108
Sierra Ocean
California
$713K -$3.6K -71 -0.5%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$700K
BFC
110
Bedel Financial Consulting
Indiana
$665K
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$651K
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$649K +$652K +12,868 New
LWM
113
LongView Wealth Management
Georgia
$614K -$1.01M -20,000 -62%
AF
114
Advisornet Financial
Minnesota
$604K -$203 -4 -0%
Natixis Advisors
115
Natixis Advisors
Massachusetts
$591K +$593K +11,706 New
CW
116
CreativeOne Wealth
Kansas
$588K -$32.6K -643 -5%
TA
117
TruWealth Advisors
Louisiana
$587K +$30.3K +599 +5%
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$587K -$760 -15 -0.1%
Creative Planning
119
Creative Planning
Kansas
$585K +$588K +11,601 New
CPCP
120
Cedar Point Capital Partners
Iowa
$576K -$2.28M -44,966 -80%
RA
121
Rodgers & Associates
Pennsylvania
$565K +$35.8K +707 +7%
EWP
122
Evergreen Wealth Partners
Montana
$551K +$3.8K +75 +0.7%
OBWG
123
Onyx Bridge Wealth Group
New York
$549K +$3.8K +75 +0.7%
AIM
124
Advyzon Investment Management
Illinois
$548K +$8.46K +167 +2%
AC
125
Apella Capital
Connecticut
$523K -$15.1K -298 -3%