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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
426
Aptus Capital Advisors
Alabama
$514K -$188K -1,904 -27%
CMS
427
Capital Market Strategies
Florida
$513K -$133K -1,348 -21%
BAG
428
Bridgewealth Advisory Group
California
$509K +$509K +5,161 New
WEG
429
World Equity Group
Illinois
$506K +$94K +953 +23%
IWC
430
Integrated Wealth Concepts
Massachusetts
$505K -$723K -7,329 -59%
GT
431
Greenleaf Trust
Michigan
$505K – – –
GM
432
GeoWealth Management
Illinois
$501K +$11K +112 +2%
TCWM
433
Total Clarity Wealth Management
Illinois
$497K +$195K +1,980 +65%
MF
434
Montis Financial
Massachusetts
$497K -$1.15M -11,678 -70%
WKWM
435
Walter & Keenan Wealth Management
Indiana
$493K +$98.6K +1,000 +25%
GAG
436
GM Advisory Group
New York
$488K – – –
SA
437
Strategic Advisors
New York
$486K -$294K -2,978 -38%
SMA
438
Sage Mountain Advisors
Georgia
$480K -$38.8K -394 -7%
JCM
439
Jacobi Capital Management
Pennsylvania
$478K -$24.6K -250 -5%
FFA
440
First Foundation Advisors
California
$476K -$1.05M -10,614 -69%
SWP
441
Strategic Wealth Partners
Ohio
$475K -$48.5K -492 -9%
TB
442
Treynor Bancshares
Iowa
$475K +$17K +172 +0.4%
WWM
443
Western Wealth Management
Colorado
$475K -$439K -4,449 -48%
HNB
444
Huntington National Bank
Ohio
$474K – – –
LW
445
Linscomb Wealth
Texas
$468K +$34.9K +354 +8%
MNBTD
446
Moody National Bank Trust Division
Texas
$466K -$15.5K -157 -3%
SPI
447
Santori & Peters Inc
Pennsylvania
$465K -$170K -1,722 -27%
ACM
448
Alpha Capital Management
Texas
$464K – – –
HKAM
449
Horizon Kinetics Asset Management
New York
$464K – – –
CC
450
Courier Capital
New York
$462K – – –
16 17
18
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