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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
451
Sandy Spring Bank
Maryland
$429K +$23.1K +230 +6%
KA
452
Keene & Associates
Texas
$426K – – –
SAM
453
Smartleaf Asset Management
Massachusetts
$426K +$425K +4,230 New
EAM
454
Empirical Asset Management
Massachusetts
$413K +$202K +2,013 +96%
AAS
455
Annex Advisory Services
Wisconsin
$410K -$103K -1,025 -20%
AFO
456
Arrowroot Family Office
California
$410K +$40.8K +406 +11%
WEG
457
World Equity Group
Illinois
$409K +$408K +4,068 New
KFA
458
Kapstone Financial Advisors
Ohio
$407K – – –
LWA
459
Lantern Wealth Advisors
New York
$406K -$6.12K -61 -1%
SWM
460
Silverlake Wealth Management
Vermont
$406K +$100 +1 +0%
WPIC
461
White Pine Investment Company
Michigan
$390K -$5.52K -55 -1%
JSL
462
JT Stratford LLC
Georgia
$390K +$201 +2 +0.1%
SS
463
Sunbelt Securities
Texas
$388K – – –
Koshinski Asset Management
464
Koshinski Asset Management
Illinois
$387K +$5.72K +57 +2%
RF
465
Robinswood Financial
Washington
$383K -$54.4K -542 -12%
ACM
466
Alpha Capital Management
Texas
$377K – – –
EWA
467
EP Wealth Advisors
California
$370K +$250K +2,495 +211%
MWM
468
Mission Wealth Management
California
$369K -$72.3K -720 -16%
1WM
469
1900 Wealth Management
Texas
$366K -$148K -1,470 -29%
VFA
470
Valeo Financial Advisors
Indiana
$366K +$365K +3,635 New
OAM
471
Occidental Asset Management
California
$365K +$62K +618 +21%
CHAM
472
Clear Harbor Asset Management
Connecticut
$364K +$363K +3,619 New
MA
473
MONECO Advisors
Connecticut
$364K +$703 +7 +0.2%
LAS
474
Lloyd Advisory Services
Georgia
$362K +$361K +3,594 New
ECG
475
Edge Capital Group
Georgia
$361K -$29.9K -298 -8%