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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
351
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$152K
AIS
352
Accurate Investment Solutions
Pennsylvania
$149K
AAP
353
Arax Advisory Partners
Colorado
$142K +$711 +7 +0.5%
LFASL
354
Lugano Financial Advisors SA (LFA)
Switzerland
$101K +$102K +1,000 New
RWM
355
Raffa Wealth Management
District of Columbia
$100K +$78.1K +769 +354%
1IA
356
1834 Investment Advisors
Wisconsin
$100K
BRC
357
Bell Rock Capital
Delaware
$99K +$508 +5 +0.5%
BHB
358
Bank Hapoalim BM
Israel
$97K
ARMC
359
American Research & Management Company
Massachusetts
$91K -$193K -1,900 -68%
JA
360
JOYN Advisors
Georgia
$89K
S
361
SignatureFD
Georgia
$84K +$33.4K +329 +66%
WP
362
WealthShield Partners
North Carolina
$79K
ADL
363
Asset Dedication LLC
California
$76K +$305 +3 +0.4%
CPIG
364
Chicago Partners Investment Group
Illinois
$75K +$406 +4 +0.5%
SIS
365
Sound Income Strategies
Florida
$68K -$112K -1,105 -62%
MWM
366
Mascoma Wealth Management
New Hampshire
$67K -$66.5K -655 -50%
FGAM
367
Financial Gravity Asset Management
Texas
$66K -$59.3K -584 -47%
BA
368
Ballew Advisors
Mississippi
$66K +$4.97K +49 +8%
WIM
369
Westside Investment Management
California
$60.8K +$60.9K +600 New
GBBWRPM
370
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$51K
KCPG
371
Kavar Capital Partners Group
Kansas
$51K
WC
372
Whitney & Co
New York
$51K
IP
373
Intellectus Partners
California
$50K
MFW
374
Mosaic Family Wealth
Missouri
$49K -$22.3K -220 -31%
TFS
375
TrustCore Financial Services
Tennessee
$49K