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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
151
IAG Wealth Partners
Wisconsin
$352K +$3.38K +67 +1%
CPA
152
Clear Point Advisors
New York
$349K +$1.06K +21 +0.3%
P
153
&Partners
Tennessee
$347K -$4.34K -86 -1%
PBO
154
Peoples Bank (Ohio)
Ohio
$337K +$134K +2,665 +67%
CAL
155
Capital Advisors Ltd
Ohio
$333K
DWM
156
DecisionMap Wealth Management
Virginia
$323K -$1.36K -27 -0.4%
Envestnet Portfolio Solutions
157
Envestnet Portfolio Solutions
Illinois
$317K +$52.3K +1,038 +20%
PWG
158
Private Wealth Group
Florida
$305K +$22.4K +445 +8%
GI
159
Gradient Investments
Minnesota
$304K +$11.5K +228 +4%
NG
160
Novem Group
New York
$304K -$6.51K -129 -2%
Nuveen
161
Nuveen
North Carolina
$298K +$297K +5,895 New
OMC
162
Old Mission Capital
Illinois
$294K +$294K +5,821 New
BWA
163
Boulder Wealth Advisors
Colorado
$294K +$293K +5,813 New
MFC
164
Morris Financial Concepts
South Carolina
$287K +$47K +931 +20%
CPCP
165
Cedar Point Capital Partners
Iowa
$283K -$294K -5,821 -51%
HFW
166
Horizon Family Wealth
Illinois
$272K +$1.92K +38 +0.7%
OCM
167
Objective Capital Management
Ohio
$265K
MFGM
168
Marshall Financial Group (Maryland)
Maryland
$258K
KPWS
169
Kestra Private Wealth Services
Texas
$241K +$454 +9 +0.2%
HI
170
Harbour Investments
Wisconsin
$233K +$2.22K +44 +1%
ACS
171
Archford Capital Strategies
Illinois
$232K +$1.66K +33 +0.7%
WAM
172
Worth Asset Management
Texas
$232K -$10.1K -200 -4%
MWP
173
Madison Wealth Partners
Wisconsin
$229K +$908 +18 +0.4%
BCI
174
Brinker Capital Investments
Pennsylvania
$229K -$58.9K -1,167 -20%
CWM
175
Carolina Wealth Management
North Carolina
$228K +$227K +4,506 New