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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
451
Valley National Advisers
Pennsylvania
$19K +$18.7K +184 New
NIC
452
Northwest Investment Counselors
Oregon
$12K +$11.8K +116 New
BWL
453
Bogart Wealth LLC
Virginia
$10K
PFGIA
454
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$6.3K +62 +270%
VFA
455
Valeo Financial Advisors
Indiana
$9K +$881K +8,667 New
SB
456
Strategic Blueprint
Georgia
$8K +$7.93K +78 New
AIM
457
Advantage Investment Management
Iowa
$6K -$50.8K -500 -89%
GFPC
458
Global Financial Private Capital
Florida
$6K -$610 -6 -10%
JWM
459
Janiczek Wealth Management
Colorado
$6K
LFG
460
LifePlan Financial Group
Ohio
$6K
NL
461
NVWM LLC
Pennsylvania
$6K
FWM
462
Foresight Wealth Management
Utah
$5K -$226K -2,228 -98%
LWM
463
Liberty Wealth Management
California
$4K +$4.17K +41 New
CAPTRUST Financial Advisors
464
CAPTRUST Financial Advisors
North Carolina
$3K -$55.5K -546 -95%
LC
465
Lindbrook Capital
California
$3K
LWA
466
Lenox Wealth Advisors
New York
$3K +$2.64K +26 New
PWMG
467
Prestige Wealth Management Group
New Jersey
$2K +$305 +3 +18%
CIM
468
Contravisory Investment Management
Massachusetts
$1K
TWA
469
TCI Wealth Advisors
Arizona
$1K +$1.22K +12 New
SWP
470
Strategic Wealth Partners
Ohio
$74
JIC
471
Johnson Investment Counsel
Ohio
-$22.4M -219,871 Closed
CAW
472
Cornerstone Advisors (Washington)
Washington
-$8.18M -80,408 Closed
RCAG
473
Rehmann Capital Advisory Group
Michigan
-$7.56M -74,320 Closed
FAIM
474
Financial Advocates Investment Management
Washington
-$2.31M -22,723 Closed
FIG
475
FundX Investment Group
California
-$2.12M -20,876 Closed