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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
151
Private Trust Company
Ohio
$40K
IWP
152
IAG Wealth Partners
Wisconsin
$35.1K
HAP
153
Harbor Asset Planning
Massachusetts
$34.6K +$34.4K +690 New
CFD
154
Creative Financial Designs
Indiana
$31K +$199 +4 +0.7%
NFSG
155
Newbridge Financial Services Group
Florida
$29.1K +$28.9K +579 New
SS
156
Sunbelt Securities
Texas
$23.6K
BFP
157
Briaud Financial Planning
Texas
$15K +$15.1K +302 New
ACA
158
Aptus Capital Advisors
Alabama
$14.2K
Allianz Asset Management
159
Allianz Asset Management
Germany
$13.5K -$249 -5 -2%
AssetMark Inc
160
AssetMark Inc
California
$12.9K +$150 +3 +1%
VWM
161
Valley Wealth Managers
New Jersey
$11.9K -$1.75K -35 -13%
CA
162
Crewe Advisors
Utah
$11.7K +$11.7K +234 New
GWM
163
Geneos Wealth Management
Colorado
$11.3K
AWM
164
AE Wealth Management
Kansas
$6.87K -$199 -4 -3%
GI
165
GAMMA Investing
California
$6.67K -$190K -3,809 -97%
FDW
166
Fourth Dimension Wealth
Ohio
$6.64K
BCMLT
167
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.46K +$50 +1 +0.9%
PS
168
Principal Securities
Iowa
$1.66K +$648 +13 +65%
PA
169
Parallel Advisors
California
$1.35K +$1.35K +27 New
AG
170
AmeriFlex Group
Nevada
$602
DWM
171
Dynasty Wealth Management
Florida
-$21.7M -433,325 Closed
Thrivent Financial for Lutherans
172
Thrivent Financial for Lutherans
Minnesota
-$1.33M -26,593 Closed
VCM
173
Virtue Capital Management
Tennessee
-$669K -13,386 Closed
VWA
174
Visionary Wealth Advisors
Illinois
-$449K -8,983 Closed
CF
175
Cyr Financial
Illinois
-$378K -7,554 Closed