We are live on ! Find out more
SMMU icon

PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$185M +$17.6M +349,554 +11%
Bank of America
2
Bank of America
North Carolina
$55.5M +$2.3M +45,558 +4%
SFGP
3
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$53.2M -$622K -12,345 -1%
JP Morgan Chase
4
JP Morgan Chase
New York
$48.5M +$3.3M +65,491 +7%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$48.4M +$21.8M +432,791 +83%
DWM
6
Dynasty Wealth Management
Florida
$40M +$39.9M +791,572 New
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$39.8M -$2.69M -53,291 -6%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$37.2M +$2.74M +54,357 +8%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$34.8M +$7.41M +147,082 +27%
SWP
10
Sagespring Wealth Partners
Tennessee
$28.2M -$668K -13,265 -2%
LPL Financial
11
LPL Financial
California
$23.3M +$630K +12,503 +3%
BWM
12
Biltmore Wealth Management
Arizona
$20.1M -$1.59M -31,645 -7%
TCM
13
TD Capital Management
Tennessee
$18.4M -$225K -4,463 -1%
Osaic Holdings
14
Osaic Holdings
Arizona
$15.3M -$198K -3,929 -1%
Raymond James Financial
15
Raymond James Financial
Florida
$14.6M +$4.81M +95,504 +50%
Wells Fargo
16
Wells Fargo
California
$13.5M +$538K +10,680 +4%
CCM
17
Condor Capital Management
New Jersey
$13.1M -$16.8K -334 -0.1%
QWP
18
Quotient Wealth Partners
Texas
$7.25M -$127K -2,513 -2%
Stifel Financial
19
Stifel Financial
Missouri
$6.86M +$987K +19,586 +17%
KLI
20
Kelman-Lazarov Inc
Tennessee
$6.82M +$773K +15,348 +13%
WFA
21
Websterrogers Financial Advisors
South Carolina
$6.72M +$217K +4,308 +3%
AWM
22
Axxcess Wealth Management
California
$5.95M +$1.04M +20,718 +21%
CAAS
23
Capital Asset Advisory Services
Michigan
$5.95M +$1.06M +21,129 +22%
AF
24
Allworth Financial
California
$5.65M +$692K +13,724 +14%
IWC
25
Integrated Wealth Concepts
Massachusetts
$4.93M +$4.71M +93,397 +2,247%