We are live on ! Find out more
MINT icon

PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWG
376
Crown Wealth Group
North Carolina
$620K +$621K +6,215 New
NFG
377
Nations Financial Group
Iowa
$618K -$70.9K -709 -10%
LWM
378
Lodestone Wealth Management
Washington
$613K +$113K +1,127 +22%
MCM
379
Manchester Capital Management
Vermont
$609K -$98.8K -989 -14%
FIA
380
Foundations Investment Advisors
Arizona
$607K -$1.6K -16 -0.3%
AA
381
Ancora Advisors
Ohio
$605K -$157K -1,567 -21%
SPIA
382
Steward Partners Investment Advisory
New York
$602K -$4.51M -45,091 -88%
IWS
383
Integrity Wealth Solutions
Colorado
$602K +$600K +6,002 New
ASN
384
Advisory Services Network
Georgia
$601K -$25.4K -254 -4%
SIG
385
Spinnaker Investment Group
California
$596K +$597K +5,975 New
AWA
386
Archvest Wealth Advisors
California
$592K -$82.1K -821 -12%
IAN
387
Integrated Advisors Network
Texas
$591K -$55.9K -559 -9%
ADL
388
Asset Dedication LLC
California
$590K
MC
389
Moors & Cabot
Massachusetts
$587K -$22K -220 -4%
PJWM
390
Philip James Wealth Mangement
Georgia
$586K +$587K +5,872 New
PSCM
391
Per Stirling Capital Management
Texas
$582K -$100K -1,001 -15%
BFIM
392
Beese Fulmer Investment Management
Ohio
$581K -$51.5K -515 -8%
SAM
393
Summit Asset Management
Tennessee
$580K -$25K -250 -4%
FIM
394
Freedom Investment Management
Connecticut
$578K -$252K -2,517 -30%
AWM
395
Adams Wealth Management
Utah
$575K +$576K +5,761 New
RIA
396
Realta Investment Advisors
Delaware
$571K -$364K -3,638 -39%
PIWA
397
Prevail Innovative Wealth Advisors
Kansas
$570K +$183K +1,835 +47%
Fidelity Investments
398
Fidelity Investments
Massachusetts
$569K -$28.3K -283 -5%
LAS
399
Lloyd Advisory Services
Georgia
$568K +$569K +5,695 New
SFC
400
Strategic Financial Concepts
Texas
$560K +$560K +5,608 New