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PIMCO Enhanced Short Maturity Active ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPFP
26
Clear Perspectives Financial Planning
Ohio
$30K +$30.2K +300 New
BWA
27
BDO Wealth Advisors
Florida
$28K +$101 +1 +0.4%
Perigon Wealth Management
28
Perigon Wealth Management
California
$28K +$27.9K +277 New
CB
29
Community Bank
New York
$18K +$2.02K +20 +13%
Osaic Holdings
30
Osaic Holdings
Arizona
$10K -$777K -7,712 -99%
Evergreen Capital Management
31
Evergreen Capital Management
Washington
– -$202K -2,000 Closed