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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$36.3K +$36.3K +378 New
WG
152
Wellington Group
Indiana
$28.4K +$28.4K +296 New
KFG
153
Kingdom Financial Group
Arizona
$27.5K +$27.6K +287 New
MFC
154
Morris Financial Concepts
South Carolina
$22.6K -$864 -9 -4%
LWM
155
Lodestone Wealth Management
Washington
$20K +$20K +208 New
HDIM
156
Hanson & Doremus Investment Management
Vermont
$18K – – –
SWP
157
Strategic Wealth Partners
Ohio
$14.2K -$280K -2,912 -95%
CA
158
Crewe Advisors
Utah
$9.6K – – –
MCM
159
Manchester Capital Management
Vermont
$8.92K +$8.93K +93 New
SPIA
160
Steward Partners Investment Advisory
New York
$7.68K – – –
MSFP
161
Mark Sheptoff Financial Planning
Connecticut
$7.2K – – –
Allianz Asset Management
162
Allianz Asset Management
Germany
$5.18K – – –
CT
163
Caldwell Trust
Florida
$5.18K – – –
WAU
164
Wellington-Altus USA
Manitoba, Canada
$4.41K +$4.42K +46 New
IAIM
165
International Assets Investment Management
Florida
$2.99K +$2.98K +31 New
NA
166
Networth Advisors
Pennsylvania
$2.59K +$2.59K +27 New
IW
167
Imprint Wealth
South Carolina
$1.05K -$1.06K -11 -50%
Kovitz Investment Group Partners
168
Kovitz Investment Group Partners
Illinois
– -$1.5M -15,552 Closed
WA
169
Win Advisors
Florida
– -$857K -8,918 Closed
ASN
170
Advisory Services Network
Georgia
– -$771K -8,022 Closed
APW
171
Austin Private Wealth
Texas
– -$425K -4,417 Closed
CTFG
172
Capstone Triton Financial Group
Oklahoma
– -$397K -4,128 Closed
WEG
173
World Equity Group
Illinois
– -$231K -2,404 Closed
CIR
174
Clear Investment Research
Georgia
– -$190K -1,978 Closed
FFWM
175
Future Financial Wealth Management
Ohio
– -$28.8K -300 Closed