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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Cornerstone Advisory
Maryland
$433K -$4.26M -42,119 -91%
AC
402
Abbrea Capital
California
$426K -$253K -2,500 -37%
PIA
403
Powell Investment Advisors
Florida
$417K -$640K -6,332 -60%
BF
404
BOK Financial
Oklahoma
$403K +$176K +1,738 +74%
MFG
405
MidWestOne Financial Group
Iowa
$396K -$90K -890 -18%
TJHA
406
Thomas J. Herzfeld Advisors
Florida
$393K -$183K -1,810 -31%
BIA
407
Barry Investment Advisors
Massachusetts
$386K +$394K +3,896 New
RIA
408
Realta Investment Advisors
Delaware
$381K +$229K +2,262 +142%
SFA
409
Souders Financial Advisors
Ohio
$378K +$386K +3,814 New
PAMG
410
Patton Albertson Miller Group
Tennessee
$374K -$9.81K -97 -3%
CFD
411
Creative Financial Designs
Indiana
$370K -$75.3K -745 -17%
GSWM
412
Golden State Wealth Management
California
$369K +$376K +3,724 New
SWM
413
Sanctuary Wealth Management
Idaho
$366K +$126K +1,247 +51%
ONB
414
Old National Bancorp
Indiana
$361K -$638K -6,315 -63%
RC
415
RegentAtlantic Capital
New Jersey
$359K +$20.9K +207 +6%
FM
416
Foster & Motley
Ohio
$357K -$225K -2,223 -38%
LSPW
417
Lake Street Private Wealth
Illinois
$353K -$220K -2,175 -38%
BFM
418
Boston Financial Management
Massachusetts
$351K – – –
VWA
419
Visionary Wealth Advisors
Illinois
$350K +$357K +3,536 New
AA
420
Auxano Advisors
Washington
$349K +$356K +3,521 New
PWMAG
421
Pinnacle Wealth Management Advisory Group
New Jersey
$348K -$71.3K -705 -17%
MIC
422
Meridian Investment Counsel
California
$346K – – –
SA
423
Strategic Advisors
New York
$345K +$350K +3,466 New
WB
424
Webster Bank
Connecticut
$344K -$708 -7 -0.2%
RJT
425
Raymond James Trust
Florida
$342K -$19.9K -197 -5%