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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
426
Castle Rock Wealth Management
California
$326K +$7.12K +70 +2%
FAM
427
Flaharty Asset Management
Florida
$326K +$326K +3,210 New
ASN
428
Advisory Services Network
Georgia
$325K -$336K -3,302 -51%
GT
429
Glenview Trust
Kentucky
$317K – – –
SEIA
430
Signature Estate & Investment Advisors
California
$317K +$317K +3,116 New
RWM
431
Raffa Wealth Management
District of Columbia
$312K – – –
BCA
432
Bay Colony Advisors
Massachusetts
$310K -$200K -1,965 -39%
TCPWM
433
Traverso Chambers Private Wealth Management
California
$306K – – –
OMC
434
Overbrook Management Corp
New York
$306K +$306K +3,008 New
PIM
435
Penobscot Investment Management
Massachusetts
$305K – – –
WKWM
436
Walter & Keenan Wealth Management
Indiana
$305K – – –
BRWA
437
B. Riley Wealth Advisors
Florida
$305K +$1.73K +17 +0.6%
SDH
438
Sloy Dahl & Holst
Washington
$302K +$303K +2,980 New
FAG
439
Financial Advisory Group
Texas
$300K -$149K -1,463 -33%
NB
440
Nicolet Bankshares
Wisconsin
$295K – – –
FF
441
Friedenthal Financial
New Jersey
$293K +$6.71K +66 +2%
BFA
442
Beacon Financial Advisory
Ohio
$291K +$292K +2,874 New
OAM
443
Occidental Asset Management
California
$290K -$122K -1,200 -30%
ECM
444
EII Capital Management
New York
$290K +$290K +2,850 New
LF
445
LifeSteps Financial
California
$289K +$289K +2,846 New
GW
446
GW & Wade
Massachusetts
$287K +$9.35K +92 +3%
IWP
447
Icon Wealth Partners
Texas
$286K – – –
FFG
448
Frisch Financial Group
New York
$286K +$1.73K +17 +0.6%
PWM
449
PRW Wealth Management
Massachusetts
$280K -$187K -1,840 -40%
OAJ
450
Ogorek Anthony Joseph
New York
$279K +$102 +1 +0%