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PIMCO Enhanced Short Maturity Active ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
51
Towerpoint Wealth
California
$226K +$16.9K +171 +8%
Corient Private Wealth
52
Corient Private Wealth
Florida
$207K +$207K +2,101 New
CL
53
CIM LLC
New York
$206K +$206K +2,090 New
PIA
54
Perennial Investment Advisors
California
$205K +$205K +2,078 New
Lido Advisors
55
Lido Advisors
California
$204K +$204K +2,064 New
Bank of America
56
Bank of America
North Carolina
$164K -$37.8K -383 -19%
ACA
57
American Capital Advisory
Idaho
$144K
LFASL
58
Lugano Financial Advisors SA (LFA)
Switzerland
$94.9K -$2.73M -27,678 -97%
AIP
59
Ameritas Investment Partners
Nebraska
$87.7K +$493 +5 +0.6%
HI
60
Harbour Investments
Wisconsin
$47.6K -$4.64K -47 -9%
NA
61
NewEdge Advisors
Louisiana
$42.5K
DJSG
62
D.J. St. Germain
Massachusetts
$19.3K
CAM
63
Creekmur Asset Management
Illinois
$17.3K
SAM
64
Smartleaf Asset Management
Massachusetts
$14.8K
PP
65
PFS Partners
New Jersey
$12.2K +$197 +2 +2%
ACA
66
Aptus Capital Advisors
Alabama
$9.28K
Comerica Bank
67
Comerica Bank
Texas
$6.91K +$6.91K +70 New
Wells Fargo
68
Wells Fargo
California
$6.22K +$6.21K +63 New
MAFA
69
MJT & Associates Financial Advisory
Minnesota
$1.19K +$1.18K +12 New
AWM
70
AE Wealth Management
Kansas
$593 -$29.6K -300 -98%
AAP
71
Arax Advisory Partners
Colorado
$593 +$592 +6 New
KGP
72
Keystone Global Partners
Colorado
$197 +$197 +2 New
CL
73
Choreo LLC
Illinois
-$1.34M -13,511 Closed
TWM
74
Tradition Wealth Management
Minnesota
-$656K -6,671 Closed
LEA
75
Legacy Edge Advisors
New York
-$529K -5,344 Closed