We are live on ! Find out more
SMMU icon

PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$57.4M – – –
Bank of America
2
Bank of America
North Carolina
$8.23M +$5.21M +102,809 +172%
OIA
3
OneDigital Investment Advisors
Kansas
$5.83M -$2.27M -44,782 -28%
Wells Fargo
4
Wells Fargo
California
$4.82M +$66.7K +1,315 +1%
SCA
5
Stokes Capital Advisors
South Carolina
$4.73M -$266K -5,250 -5%
Morgan Stanley
6
Morgan Stanley
New York
$3.54M +$192K +3,789 +6%
UBS Group
7
UBS Group
Switzerland
$1.6M +$347K +6,836 +28%
Citadel Advisors
8
Citadel Advisors
Florida
$1.48M -$40.4K -797 -3%
MML Investors Services
9
MML Investors Services
Massachusetts
$1.32M +$1.32M +26,047 New
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$1.28M +$164K +3,240 +15%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.23M +$280K +5,520 +29%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.12M -$352K -6,938 -24%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.08M +$33.8K +666 +3%
FNC
14
First National Corp
Massachusetts
$1.08M +$1.08M +21,295 New
BCI
15
Brinker Capital Investments
Pennsylvania
$1.01M +$43.4K +857 +5%
LRPA
16
L. Roy Papp & Associates
Arizona
$904K – – –
NC
17
NewSquare Capital
Pennsylvania
$741K +$742K +14,631 New
AP
18
Advisors Preferred
Maryland
$667K +$159K +3,140 +31%
BRWA
19
B. Riley Wealth Advisors
Florida
$580K +$212K +4,178 +58%
LCM
20
Leisure Capital Management
California
$470K +$471K +9,288 New
AG
21
Advisor Group
Arizona
$468K +$10K +198 +2%
PEA
22
Pacific Edge Advisors
California
$466K -$40.6K -800 -8%
CWM
23
Cornerstone Wealth Management
Missouri
$449K -$7.15K -141 -2%
LPL Financial
24
LPL Financial
California
$444K +$13.3K +262 +3%
APA
25
American Portfolios Advisors
New York
$399K +$69.6K +1,373 +21%
1
2