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PIMCO Enhanced Short Maturity Active ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
26
Walkner Condon Financial Advisors
Wisconsin
$613K +$206K +2,084 +50%
OC
27
Oarsman Capital
Wisconsin
$598K +$9.38K +95 +2%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$574K +$236K +2,387 +69%
WP
29
WealthShield Partners
North Carolina
$519K +$74K +749 +17%
AO
30
Advisor OS
Illinois
$471K -$71.6K -725 -13%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$402K +$1.88K +19 +0.5%
TWM
32
Tradition Wealth Management
Minnesota
$399K -$22.4K -227 -5%
Osaic Holdings
33
Osaic Holdings
Arizona
$392K +$46.9K +475 +14%
OPS
34
Orion Portfolio Solutions
Nebraska
$380K -$17.4K -176 -4%
NA
35
Nottingham Advisors
New York
$377K -$78.5K -795 -17%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$375K -$644K -6,515 -63%
CL
37
CIM LLC
New York
$370K +$371K +3,760 New
EDRIA
38
Edmonds Duncan Registered Investment Advisors
Kansas
$320K +$321K +3,251 New
TB
39
Treynor Bancshares
Iowa
$292K
Morgan Stanley
40
Morgan Stanley
New York
$279K +$138K +1,396 +97%
NA
41
NewEdge Advisors
Louisiana
$254K +$255K +2,584 New
TIA
42
Tiemann Investment Advisors
California
$246K
MA
43
MKT Advisors
California
$240K
HI
44
Harbour Investments
Wisconsin
$240K +$241K +2,442 New
FI
45
Financial Insights
Washington
$227K +$228K +2,309 New
WWM
46
Western Wealth Management
Colorado
$208K
B
47
Bensler
Washington
$204K +$205K +2,074 New
APA
48
American Portfolios Advisors
New York
$160K +$3.85K +39 +2%
PTC
49
Private Trust Company
Ohio
$100K +$101K +1,020 New
SN
50
Sittner & Nelson
Oregon
$98K -$444K -4,500 -82%