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PIMCO Ultra Short Government Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
76
Evolution Wealth Management
Florida
$158K +$157K +1,557 New
PSFG
77
Park Square Financial Group
Georgia
$139K +$105K +1,044 +320%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$50K +$47.7K +472 +2,145%
T
79
Transce3nd
Texas
$43.5K +$30.6K +303 +239%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$40K
CA
81
CoreCap Advisors
Michigan
$28.8K +$28.8K +285 New
PTC
82
Private Trust Company
Ohio
$20.9K -$12.9K -128 -38%
DRP
83
Decker Retirement Planning
Utah
$12K +$6.87K +68 +136%
IA
84
IFP Advisors
Florida
$7.79K +$7.78K +77 New
Comerica Bank
85
Comerica Bank
Texas
$7.39K +$7.38K +73 New
GRP
86
Global Retirement Partners
California
$4.27K +$4.24K +42 New
Raymond James Financial
87
Raymond James Financial
Florida
$4.15K +$4.14K +41 New
CAWM
88
Capital A Wealth Management
Pennsylvania
$2.82K -$2.22K -22 -44%
RWPA
89
Richard W. Paul & Associates
Michigan
$2.55K +$2.53K +25 New
AAS
90
Ameritas Advisory Services
Nebraska
$1.55K +$1.52K +15 New
PA
91
Pineridge Advisors
Missouri
$716 -$202 -2 -22%
JP Morgan Chase
92
JP Morgan Chase
New York
$97
Renaissance Technologies
93
Renaissance Technologies
New York
-$21.6M -213,900 Closed
Fidelity Investments
94
Fidelity Investments
Massachusetts
-$12.8M -126,582 Closed
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
-$7.45M -73,779 Closed
Citadel Advisors
96
Citadel Advisors
Florida
-$3.83M -37,845 Closed
PIS
97
POM Investment Strategies
North Carolina
-$1.1M -10,880 Closed
Cerity Partners
98
Cerity Partners
New York
-$506K -5,000 Closed
KWM
99
Kingsview Wealth Management
Oregon
-$382K -3,771 Closed
SG
100
StoneX Group
New York
-$251K -2,478 Closed