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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
401
Executive Wealth Management
Michigan
$563K +$33.6K +339 +6%
IP
402
Intellectus Partners
California
$553K -$180K -1,817 -25%
CA
403
Continuum Advisory
Idaho
$552K +$552K +5,561 New
JFA
404
JNBA Financial Advisors
Minnesota
$549K -$111K -1,115 -17%
CAAS
405
Capital Asset Advisory Services
Michigan
$542K -$44.8K -452 -8%
AG
406
Ascent Group
Virginia
$541K +$541K +5,454 New
ASN
407
Advisory Services Network
Georgia
$539K -$25.3K -255 -4%
SWP
408
Stratos Wealth Partners
Ohio
$539K -$565K -5,692 -51%
ECG
409
Edge Capital Group
Georgia
$532K
CRWM
410
Castle Rock Wealth Management
California
$521K
CIP
411
Capital Insight Partners
Arizona
$516K -$154K -1,555 -23%
SMA
412
Sage Mountain Advisors
Georgia
$513K +$30.6K +308 +6%
Koshinski Asset Management
413
Koshinski Asset Management
Illinois
$512K -$75K -756 -13%
GT
414
Greenleaf Trust
Michigan
$508K
JAG
415
Journey Advisory Group
Kentucky
$507K -$1.56M -15,714 -75%
HPM
416
Hudson Portfolio Management
New York
$506K -$372K -3,750 -42%
SWM
417
SeaCrest Wealth Management
New York
$505K +$248K +2,500 +96%
GM
418
GeoWealth Management
Illinois
$501K -$2.68K -27 -0.5%
SI
419
Stephens Inc
Arkansas
$500K -$26.8K -270 -5%
JSW
420
Journey Strategic Wealth
New Jersey
$496K -$284K -2,861 -36%
LSA
421
Lion Street Advisors
Texas
$496K +$496K +5,000 New
TIAM2
422
Tru Independence Asset Management 2
Oregon
$496K +$496K +5,000 New
HW
423
Hamilton Wealth
California
$494K -$144K -1,454 -23%
GAG
424
GM Advisory Group
New York
$491K
JCM
425
Jacobi Capital Management
Pennsylvania
$481K