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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
251
BerganKDV Wealth Management
Minnesota
$1.26M +$22.8K +225 +2%
DBRC
252
D.B. Root & Company
Pennsylvania
$1.25M -$1.02M -10,086 -45%
PTC
253
Private Trust Company
Ohio
$1.22M +$294K +2,901 +32%
PFS
254
Prospera Financial Services
Texas
$1.22M -$569K -5,614 -32%
LRIA
255
Leonard Rickey Investment Advisors
Washington
$1.18M +$48.6K +480 +4%
AWS
256
AJ Wealth Strategies
New York
$1.18M +$565K +5,573 +92%
ONB
257
Old National Bancorp
Indiana
$1.16M – – –
WAM
258
Weatherly Asset Management
California
$1.16M -$110K -1,086 -9%
QA
259
Quantitative Advantage
Minnesota
$1.15M +$1.16M +11,412 New
BAAM
260
Baker Avenue Asset Management
California
$1.14M -$266K -2,625 -19%
LPWM
261
Lake Point Wealth Management
Texas
$1.14M +$1.14M +11,259 New
5L
262
55I LLC
Massachusetts
$1.13M +$1.14M +11,208 New
CFA
263
Clarfeld Financial Advisors
New York
$1.13M +$1.13M +11,154 New
EWMCB
264
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.11M +$6.89K +68 +0.6%
LA
265
LexAurum Advisors
Kansas
$1.11M +$38.1K +376 +4%
CL
266
CPWM LLC
Washington
$1.09M – – –
MWP
267
MYCIO Wealth Partners
Pennsylvania
$1.05M +$1.06M +10,433 New
PCP
268
Proficio Capital Partners
Massachusetts
$1.03M -$15.4M -151,694 -94%
HW
269
Hamilton Wealth
California
$1.03M +$1.03M +10,180 New
OC
270
Oppenheimer & Co
New York
$1.03M -$213K -2,105 -17%
PWMAG
271
Pinnacle Wealth Management Advisory Group
New Jersey
$1.02M +$627K +6,190 +157%
AIM
272
Anchor Investment Management
South Carolina
$996K – – –
MIM
273
Macroview Investment Management
Maryland
$982K -$307K -3,027 -24%
SFS
274
Sowell Financial Services
Arkansas
$962K +$965K +9,524 New
ASN
275
Advisory Services Network
Georgia
$956K +$335K +3,310 +54%
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