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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
$342K +$20.2K +200 +6%
GAG
427
GM Advisory Group
New York
$341K -$15.2M -150,755 -98%
JIP
428
Jaffetilchin Investment Partners
Florida
$334K +$83.2K +823 +32%
FNBOO
429
First National Bank of Omaha
Nebraska
$327K +$334K +3,300 New
AWM
430
Adams Wealth Management
Utah
$326K -$61K -603 -15%
SG
431
StoneX Group
New York
$322K +$68.6K +679 +26%
KCM
432
Kathmere Capital Management
Pennsylvania
$322K +$329K +3,258 New
GT
433
Glenview Trust
Kentucky
$309K – – –
BSW
434
Buckingham Strategic Wealth
Missouri
$305K -$134K -1,328 -30%
JSL
435
JT Stratford LLC
Georgia
$304K +$311K +3,076 New
TCPWM
436
Traverso Chambers Private Wealth Management
California
$298K – – –
OMC
437
Overbrook Management Corp
New York
$298K +$607 +6 +0.2%
PIM
438
Penobscot Investment Management
Massachusetts
$297K – – –
CCM
439
Crabel Capital Management
California
$297K +$303K +3,000 New
SDH
440
Sloy Dahl & Holst
Washington
$294K – – –
ASN
441
Advisory Services Network
Georgia
$293K -$24.7K -244 -8%
OWA
442
One Wealth Advisors
California
$293K +$299K +2,958 New
BFA
443
Beacon Financial Advisory
Ohio
$292K +$7.78K +77 +3%
PWG
444
Private Wealth Group
Florida
$290K +$54.3K +537 +22%
FHC
445
First Heartland Consultants
Missouri
$282K -$385K -3,810 -57%
ECM
446
EII Capital Management
New York
$282K – – –
LF
447
LifeSteps Financial
California
$282K +$101 +1 +0%
GW
448
GW & Wade
Massachusetts
$280K – – –
IWP
449
Icon Wealth Partners
Texas
$279K – – –
FFG
450
Frisch Financial Group
New York
$270K -$8.9K -88 -3%