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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
326
Belpointe Asset Management
Nevada
$609K +$475K +4,673 +355%
FM
327
Foster & Motley
Ohio
$593K -$15.2K -150 -3%
TF
328
TimeScale Financial
Massachusetts
$574K -$261K -2,564 -31%
NFG
329
Nations Financial Group
Iowa
$573K +$68.2K +671 +14%
OIA
330
Optimum Investment Advisors
Illinois
$549K +$549K +5,400 New
S
331
SignatureFD
Georgia
$515K +$488K +4,798 +1,845%
VWA
332
V Wealth Advisors
Kansas
$511K +$28.4K +279 +6%
BCA
333
Bay Colony Advisors
Massachusetts
$510K -$25.6K -252 -5%
BFC
334
Bedel Financial Consulting
Indiana
$490K
HKAM
335
Horizon Kinetics Asset Management
New York
$490K
AWM
336
AE Wealth Management
Kansas
$486K -$45.1K -444 -8%
PWMAG
337
Pinnacle Wealth Management Advisory Group
New Jersey
$480K
CB
338
Community Bank
New York
$472K
PWM
339
PRW Wealth Management
Massachusetts
$468K -$357K -3,516 -43%
PWM
340
Perigon Wealth Management
California
$467K +$203K +2,000 +77%
IWC
341
Integrated Wealth Concepts
Massachusetts
$461K +$101K +990 +28%
HW
342
Hamilton Wealth
California
$454K -$1.78M -17,487 -80%
FAG
343
Financial Advisory Group
Texas
$450K -$30.1K -296 -6%
FFN
344
Focus Financial Network
Minnesota
$447K +$79K +777 +21%
PSUF
345
People's United Financial
Connecticut
$440K
SAM
346
Summit Asset Management
Tennessee
$432K +$50.8K +500 +13%
BF
347
BOK Financial
Oklahoma
$414K -$59.7K -587 -13%
OAM
348
Occidental Asset Management
California
$412K -$20.3K -200 -5%
SWM
349
Sanctuary Wealth Management
Idaho
$403K -$60.1K -591 -13%
RA
350
RFG Advisory
Alabama
$398K