We are live on ! Find out more
MINT icon

PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
RWM
227
Raffa Wealth Management
District of Columbia
$10.2K -$45.9K -453 -82%
AC
228
Alexandria Capital
Virginia
$10K +$203 +2 +2%
FPFS
229
First Personal Financial Services
North Carolina
$10K +$10.1K +100 New
DADC
230
D.A. Davidson & Co
Montana
$9K – – –
AF
231
Allworth Financial
California
$9K +$8.81K +87 New
SJIM
232
St. Johns Investment Management
Florida
$9K +$9.01K +89 New
IWMPD
233
Integrated Wealth Management (Palm Desert)
California
$8K – – –
NR
234
Newfound Research
Massachusetts
$7K +$2.23K +22 +45%
Mariner
235
Mariner
Kansas
$6K +$5.67K +56 New
First Manhattan
236
First Manhattan
New York
$5K – – –
WA
237
WFG Advisors
Texas
$5K – – –
MFW
238
Mosaic Family Wealth
Missouri
$5K +$4.76K +47 New
TC
239
Trust Company
Kansas
$3K +$2.84K +28 New
GI
240
Gradient Investments
Minnesota
$2K – – –
CIM
241
Contravisory Investment Management
Massachusetts
$1K +$506 +5 New
BCM
242
Brookstone Capital Management
Illinois
– -$4M -39,518 Closed
BP
243
Ballentine Partners
Massachusetts
– -$1.26M -12,424 Closed
IIC
244
Ironwood Investment Counsel
Arizona
– -$1.02M -10,092 Closed
MBT
245
Montecito Bank & Trust
California
– -$871K -8,605 Closed
SC
246
SouthState Corp
Florida
– -$399K -3,944 Closed
CIC
247
Cutler Investment Counsel
Oregon
– -$320K -3,159 Closed
CC
248
Callan Capital
California
– -$314K -3,103 Closed
GI
249
Glovista Investments
New Jersey
– -$283K -2,800 Closed
WP
250
WealthSource Partners
California
– -$253K -2,500 Closed