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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWN
351
Independent Wealth Network
Iowa
$1.04M +$26.8K +267 +3%
BRWA
352
B. Riley Wealth Advisors
Florida
$1.02M -$242K -2,411 -19%
DC
353
DeDora Capital
California
$997K -$16.6K -165 -2%
USCWA
354
U.S. Capital Wealth Advisors
Texas
$995K +$997K +9,919 New
PG
355
Proffitt & Goodson
Tennessee
$994K +$48.1K +479 +5%
AIMU
356
Allianz Investment Management US
Minnesota
$987K
CCA
357
Cobblestone Capital Advisors
New York
$975K -$235K -2,335 -19%
MFG
358
Mosaic Financial Group
Illinois
$957K -$252K -2,503 -21%
FMP
359
Financial Management Professionals
Texas
$954K -$5.03K -50 -0.5%
NWMP
360
Noble Wealth Management PBC
Colorado
$942K +$944K +9,391 New
SPW
361
Surience Private Wealth
Washington
$938K +$940K +9,350 New
SFP
362
Shepherd Financial Partners
Massachusetts
$937K -$237K -2,363 -20%
CWMS
363
Cannon Wealth Management Services
North Carolina
$926K +$294K +2,930 +47%
PWM
364
Perigon Wealth Management
California
$904K -$327K -3,257 -27%
Victory Capital Management
365
Victory Capital Management
Texas
$902K +$903K +8,990 New
ACI
366
Alpha Cubed Investments
California
$896K +$112K +1,116 +14%
SFC
367
SYM Financial Corp
Indiana
$895K +$20.4K +203 +2%
QP
368
Quartz Partners
New York
$879K +$23K +229 +3%
AWM
369
Austin Wealth Management
Texas
$877K -$114K -1,135 -12%
CPW
370
Catalyst Private Wealth
California
$874K +$182K +1,808 +26%
JAA
371
Joel Adams & Associates
North Carolina
$863K +$864K +8,599 New
CFS
372
CGC Financial Services
Oregon
$862K +$11.9K +118 +1%
W
373
WealthCollab
Washington
$860K +$5.73K +57 +0.7%
PSCM
374
Per Stirling Capital Management
Texas
$848K +$15.3K +152 +2%
HW
375
Hamilton Wealth
California
$843K +$559K +5,565 +196%