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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AC
451
AlphaCore Capital
California
$400K +$400K +4,033 New
BAG
452
Bridgewealth Advisory Group
California
$400K -$113K -1,135 -22%
SSWM
453
Strait & Sound Wealth Management
California
$396K +$53.7K +541 +16%
AWM
454
Aprio Wealth Management
Georgia
$393K -$373K -3,757 -49%
SSWM
455
Sheets Smith Wealth Management
North Carolina
$390K
WA
456
WBH Advisory
Maryland
$387K +$387K +3,899 New
PCMU
457
Paragon Capital Management (Utah)
Utah
$386K
TA
458
TFG Advisers
Michigan
$384K +$2.38K +24 +0.6%
CCM
459
Coldstream Capital Management
Washington
$383K
BCA
460
Bay Colony Advisors
Massachusetts
$382K +$35.2K +355 +10%
BC
461
Barrett & Company
Rhode Island
$382K -$38.7K -390 -9%
CCFM
462
Clear Creek Financial Management
Washington
$380K +$96.5K +973 +34%
GFA
463
Gallagher Fiduciary Advisors
Illinois
$375K +$375K +3,778 New
CT
464
Colonial Trust
South Carolina
$374K
CL
465
Choreo LLC
Illinois
$367K +$367K +3,702 New
CCA
466
Column Capital Advisors
Indiana
$367K +$37.2K +375 +11%
LHWM
467
Lake Hills Wealth Management
Texas
$362K
CAL
468
Capital Analysts LLC
Pennsylvania
$362K -$341K -3,441 -49%
SPL
469
Smart Portfolios LLC
Washington
$357K -$362K -3,650 -50%
TJHA
470
Thomas J. Herzfeld Advisors
Florida
$356K
RCIM
471
Red Cedar Investment Management
Michigan
$352K
PCIA
472
Prime Capital Investment Advisors
Kansas
$352K +$352K +3,548 New
RA
473
RFG Advisory
Alabama
$348K -$75.3K -759 -18%
IWC
474
Integrated Wealth Concepts
Massachusetts
$347K -$161K -1,627 -32%
T
475
TCWP
Ohio
$342K -$67.1K -676 -16%