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PIMCO Enhanced Short Maturity Active ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
26
Amara Financial
California
$660K +$132K +1,343 +25%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$571K -$789 -8 -0.1%
CA
28
Capital Advantage
California
$550K
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$511K +$30.1K +305 +6%
Citigroup
30
Citigroup
New York
$480K +$4.64K +47 +1%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$458K -$40.6K -412 -8%
RRA
32
Round Rock Advisors
Connecticut
$430K
Creative Planning
33
Creative Planning
Kansas
$419K +$38.4K +389 +10%
FFAS
34
FIG Financial Advisory Services
Oklahoma
$414K +$413K +4,191 New
Raymond James Financial
35
Raymond James Financial
Florida
$407K +$407K +4,122 New
AF
36
Allworth Financial
California
$393K +$293K +2,969 +293%
TFM
37
Trademark Financial Management
Minnesota
$377K +$23.8K +241 +7%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$366K +$366K +3,709 New
BPA
39
Beacon Pointe Advisors
California
$356K
SWA
40
Sax Wealth Advisors
New Jersey
$346K
NI
41
Natural Investments
California
$345K +$105K +1,061 +44%
MA
42
Mezzasalma Advisors
New Jersey
$334K -$19K -193 -5%
MWM
43
Mascoma Wealth Management
New Hampshire
$331K -$67.6K -685 -17%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$318K +$12.4K +126 +4%
FI
45
Financial Insights
Washington
$282K +$282K +2,856 New
LOIP
46
Live Oak Investment Partners
Texas
$269K +$269K +2,725 New
CWM
47
Congress Wealth Management
Massachusetts
$261K -$395 -4 -0.2%
US Bancorp
48
US Bancorp
Minnesota
$259K +$258K +2,618 New
NW
49
NewEdge Wealth
Pennsylvania
$234K
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$232K -$789 -8 -0.3%