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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WA
126
Whipplewood Advisors
Colorado
$374K +$12.5K +248 +3%
EC
127
Elequin Capital
New York
$365K -$1.93M -38,222 -84%
BWMG
128
Barnes Wealth Management Group
California
$363K
FM
129
Family Management
New York
$359K +$124K +2,469 +53%
P
130
&Partners
Tennessee
$348K
CAL
131
Capital Advisors Ltd
Ohio
$334K
MFG
132
Merit Financial Group
Georgia
$328K -$2.27K -45 -0.7%
HI
133
Harbour Investments
Wisconsin
$311K +$5.69K +113 +2%
WMA
134
William Mack & Associates
Michigan
$309K +$308K +6,120 New
FWM
135
Fortress Wealth Management
California
$304K +$2.12K +42 +0.7%
KF
136
Krilogy Financial
Missouri
$298K +$298K +5,922 New
NG
137
Novem Group
New York
$293K +$292K +5,796 New
ALA
138
Atlas Legacy Advisors
California
$287K -$1.01K -20 -0.4%
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$286K +$6.95K +138 +2%
ET
140
Equitable Trust
Tennessee
$284K -$302 -6 -0.1%
WG
141
Watchman Group
Texas
$280K
PWG
142
Private Wealth Group
Florida
$280K -$101K -2,011 -27%
Envestnet Portfolio Solutions
143
Envestnet Portfolio Solutions
Illinois
$260K -$14.5K -288 -5%
MFGM
144
Marshall Financial Group (Maryland)
Maryland
$258K
RW
145
Rockport Wealth
Ohio
$253K
GSC
146
G&S Capital
Colorado
$253K +$252K +5,000 New
ATPW
147
Ashton Thomas Private Wealth
Arizona
$249K +$248K +4,929 New
KPWS
148
Kestra Private Wealth Services
Texas
$240K +$403 +8 +0.2%
AIFAIM
149
American Institute for Advanced Investment Management
Arizona
$228K
MWP
150
Madison Wealth Partners
Wisconsin
$226K -$4.64K -92 -2%