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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
451
Legacy Financial Strategies
Kansas
$264K -$202K -2,000 -43%
SFPG
452
Stonebridge Financial Planning Group
Florida
$261K +$265K +2,625 New
CCM
453
Coldstream Capital Management
Washington
$258K -$358K -3,539 -58%
VFA
454
Voya Financial Advisors
Connecticut
$257K -$88K -871 -25%
LWP
455
Legacy Wealth Planning
Nevada
$251K -$772K -7,637 -75%
OAM
456
Occidental Asset Management
California
$247K -$35.4K -350 -12%
BCM
457
Breiter Capital Management
Florida
$247K +$253K +2,500 New
BC
458
Bartlett & Co
Ohio
$242K +$247K +2,440 New
BCWM
459
Bartlett & Co Wealth Management
Ohio
$242K -$1.43M -14,110 -85%
OPA
460
Old Port Advisors
Maine
$235K +$11.8K +117 +5%
MNBTD
461
Moody National Bank Trust Division
Texas
$232K +$2.02K +20 +0.9%
LWM
462
Lenox Wealth Management
Ohio
$230K +$19.5K +193 +9%
PS
463
Portfolio Solutions
Michigan
$226K +$231K +2,288 New
BCA
464
Bay Colony Advisors
Massachusetts
$222K -$81.6K -807 -26%
NCM
465
Nelson Capital Management
California
$220K – – –
TF
466
TimeScale Financial
Massachusetts
$219K -$178K -1,763 -44%
JWCA
467
J.W. Coons Advisors
Ohio
$219K +$221K +2,190 New
I2I
468
Insight 2811 Inc
Illinois
$218K – – –
PWP
469
Personal Wealth Partners
Minnesota
$218K +$14.7K +145 +7%
WANY
470
Wealthspire Advisors (New York)
New York
$206K +$210K +2,080 New
SIS
471
Sound Income Strategies
Florida
$202K – – –
FAG
472
Financial Advisory Group
Texas
$200K -$94.5K -935 -32%
NL
473
NVWM LLC
Pennsylvania
$171K +$78.4K +776 +81%
RWM
474
Raffa Wealth Management
District of Columbia
$168K -$138K -1,370 -45%
PCFFS
475
Pacific Center for Financial Services
California
$154K – – –
17 18
19
20 21