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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
126
LGT Financial Advisors
Texas
$99.7K
GI
127
GAMMA Investing
California
$90K +$57.3K +1,141 +178%
HCM
128
Hollencrest Capital Management
California
$72.2K
ACA
129
Aptus Capital Advisors
Alabama
$54.7K
KFI
130
Key Financial Inc
Pennsylvania
$49.9K
EW
131
Element Wealth
Mississippi
$41.5K
WI
132
Wintrust Investments
Illinois
$39K -$344K -6,854 -90%
IWP
133
IAG Wealth Partners
Wisconsin
$35.4K
CFD
134
Creative Financial Designs
Indiana
$30.5K +$30.4K +605 New
US Bancorp
135
US Bancorp
Minnesota
$29.5K
PTC
136
Private Trust Company
Ohio
$26.8K
GM
137
GeoWealth Management
Illinois
$25.5K +$25.3K +505 New
SS
138
Sunbelt Securities
Texas
$23.9K
CAM
139
Clarity Asset Management
Iowa
$21.2K +$953 +19 +5%
VWM
140
Valley Wealth Managers
New Jersey
$16.6K
AssetMark Inc
141
AssetMark Inc
California
$12K +$1.35K +27 +13%
Allianz Asset Management
142
Allianz Asset Management
Germany
$11.7K -$100 -2 -0.9%
GWM
143
Geneos Wealth Management
Colorado
$11.4K
BCMLT
144
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.4K +$50 +1 +0.9%
GRP
145
Global Retirement Partners
California
$4.9K
PS
146
Planned Solutions
California
$3.23K +$3.21K +64 New
AWM
147
Avior Wealth Management
Nebraska
$2.58K
Bank of New York Mellon
148
Bank of New York Mellon
New York
-$3.11M -62,432 Closed
DWM
149
Dynasty Wealth Management
Florida
-$1.87M -37,558 Closed
Jane Street
150
Jane Street
New York
-$1.63M -32,761 Closed