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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMG
251
Levy Wealth Management Group
Pennsylvania
$2.3M +$98.8K +992 +4%
SWP
252
Stratos Wealth Partners
Ohio
$2.29M +$59.9K +601 +3%
AAS
253
Avantax Advisory Services
Texas
$2.23M -$26.8K -269 -1%
KA
254
Klingman & Associates
New York
$2.21M -$567K -5,692 -20%
FHC
255
First Heartland Consultants
Missouri
$2.16M +$1.78M +17,902 +457%
VWA
256
Visionary Wealth Advisors
Illinois
$2.14M -$357K -3,579 -14%
BA
257
Bridge Advisory
California
$2.14M +$1.84M +18,514 +601%
TLFA
258
True Link Financial Advisors
California
$2.14M – – –
MF
259
Montis Financial
Massachusetts
$2.13M -$191K -1,916 -8%
BA
260
Bennicas & Associates
California
$2.13M – – –
GC
261
Gratus Capital
Georgia
$2.08M -$377K -3,780 -15%
CA
262
Continuum Advisory
Idaho
$2.06M +$1.15M +11,576 +125%
AAS
263
Annex Advisory Services
Wisconsin
$2.06M +$576K +5,787 +39%
SCA
264
Snowden Capital Advisors
New York
$2.04M +$29.4K +295 +1%
MIC
265
Means Investment Company
Maine
$2.04M +$86.8K +871 +4%
CMA
266
Cedar Mountain Advisors
Oregon
$2.04M +$2.04M +20,515 +24,423%
MIM
267
Macroview Investment Management
Maryland
$2.03M -$138K -1,385 -6%
EFS
268
Essex Financial Services
Connecticut
$2.02M -$61.4K -616 -3%
MWM
269
Mission Wealth Management
California
$2.02M +$223K +2,236 +12%
OPS
270
Orion Portfolio Solutions
Nebraska
$2.01M +$44.8K +450 +2%
IPW
271
Intergy Private Wealth
Colorado
$2M +$2.01M +20,208 New
NFG
272
Nations Financial Group
Iowa
$1.99M -$1.01M -10,174 -34%
CP
273
Camelot Portfolios
Ohio
$1.96M +$1.97M +19,764 New
SGCA
274
Steel Grove Capital Advisors
Tennessee
$1.94M +$128K +1,287 +7%
PS
275
Planned Solutions
California
$1.93M -$97.5K -979 -5%
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