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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
426
Washington Trust Advisors
Massachusetts
$729K -$656K -6,500 -47%
KWM
427
Kingsview Wealth Management
Oregon
$722K -$288K -2,849 -28%
SWA
428
Sax Wealth Advisors
New Jersey
$715K -$73.8K -731 -9%
NEPWA
429
New England Private Wealth Advisors
Massachusetts
$714K +$505 +5 +0.1%
BCM
430
Birch Capital Management
Texas
$711K -$211K -2,093 -23%
SIM
431
Studio Investment Management
Illinois
$697K -$51.9K -514 -7%
TWM
432
TriaGen Wealth Management
California
$697K -$37.4K -370 -5%
SPL
433
Smart Portfolios LLC
Washington
$695K +$34.2K +339 +5%
CPW
434
Catalyst Private Wealth
California
$691K – – –
LW
435
Linscomb Wealth
Texas
$688K -$557K -5,515 -45%
PWA
436
Phoenix Wealth Advisors
North Carolina
$682K +$53.5K +530 +8%
MCM
437
Maryland Capital Management
Maryland
$671K -$80.8K -800 -11%
ADL
438
Asset Dedication LLC
California
$666K -$6.21M -61,503 -90%
CI
439
Cordant Inc
Oregon
$664K -$1.8M -17,804 -73%
GW
440
GW & Wade
Massachusetts
$653K +$372K +3,687 +130%
WWM
441
Western Wealth Management
Colorado
$650K +$433K +4,284 +195%
CMS
442
Capital Market Strategies
Florida
$648K – – –
AA
443
Advisory Alpha
Michigan
$640K -$303K -3,000 -32%
SPI
444
Santori & Peters Inc
Pennsylvania
$639K +$909 +9 +0.1%
SFG
445
Snider Financial Group
Washington
$636K +$19.7K +195 +3%
CCFM
446
Clear Creek Financial Management
Washington
$630K -$70.2K -695 -10%
TCA
447
Transcend Capital Advisors
New Jersey
$629K +$332K +3,284 +109%
MA
448
MJP Associates
Connecticut
$621K -$127K -1,258 -17%
SSWM
449
Sheets Smith Wealth Management
North Carolina
$621K -$36.9K -365 -6%
SFP
450
Strategic Financial Partners
Oregon
$620K -$58.1K -575 -9%
16 17
18
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