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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
251
Palumbo Wealth Management
New York
$2.36M +$2.05M +20,379 +672%
PAA
252
Peregrine Asset Advisers
Oregon
$2.34M -$5.03K -50 -0.2%
TFS
253
Thoroughbred Financial Services
Tennessee
$2.33M +$335K +3,337 +17%
FFA
254
Farther Finance Advisors
California
$2.32M +$715K +7,117 +44%
HWA
255
HCR Wealth Advisors
California
$2.32M +$237K +2,361 +11%
CA
256
Clearstead Advisors
Ohio
$2.21M -$22.7M -226,012 -91%
WTC
257
WhitTier Trust Company
Nevada
$2.16M -$96K -955 -4%
SG
258
Somerset Group
Minnesota
$2.15M -$11.9K -118 -0.5%
NRI
259
NFP Retirement Inc
California
$2.14M +$783K +7,785 +58%
RFG
260
Range Financial Group
Oregon
$2.13M +$255K +2,539 +14%
Bank of New York Mellon
261
Bank of New York Mellon
New York
$2.07M +$1.77M +17,651 +610%
KA
262
Klingman & Associates
New York
$2.06M +$704 +7 +0%
RSF
263
Rik Saylor Financial
Ohio
$2.06M -$29.7K -295 -1%
FFG
264
Foundry Financial Group
New Hampshire
$2.04M +$46.7K +465 +2%
ACI
265
Alpha Cubed Investments
California
$2.03M +$1.13M +11,196 +125%
ES
266
ETF Store
Kansas
$2.02M -$25.6K -255 -1%
UIM
267
Unified Investment Management
Georgia
$2.02M -$109K -1,082 -5%
VAG
268
VisionPoint Advisory Group
Texas
$2.02M +$2.01M +20,038 New
AF
269
Allworth Financial
California
$1.96M -$18.5K -184 -0.9%
RCAG
270
Rehmann Capital Advisory Group
Michigan
$1.95M +$120K +1,189 +7%
SW
271
SteelPeak Wealth
California
$1.91M +$225K +2,240 +13%
RFA
272
Rollins Financial Advisors
New York
$1.91M +$81K +806 +4%
RA
273
RFG Advisory
Alabama
$1.89M +$1.13M +11,249 +148%
TCWM
274
Total Clarity Wealth Management
Illinois
$1.89M – – –
GLA
275
Good Life Advisors
Pennsylvania
$1.87M -$25.5K -254 -1%