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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$55.2M +$6.6M +65,606 +14%
AI
27
Atria Investments
North Carolina
$49.2M -$36.7M -364,656 -43%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$48.9M +$5.37M +53,379 +12%
Truist Financial
29
Truist Financial
North Carolina
$46.6M -$859K -8,538 -2%
MWM
30
Modern Wealth Management
Kansas
$46M +$42.4M +421,716 +1,226%
G
31
Gainplan
Michigan
$45.5M -$7.16M -71,168 -14%
MML Investors Services
32
MML Investors Services
Massachusetts
$44.4M +$14.3M +141,867 +48%
NMIMC
33
Northwestern Mutual Investment Management Company
Wisconsin
$39.6M +$4.98M +49,514 +14%
FM
34
Family Management
New York
$39.2M -$5.82M -57,907 -13%
MA
35
Mutual Advisors
Nebraska
$38.5M +$36.7M +364,990 +2,219%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$38.4M -$52.5M -521,800 -58%
DWM
37
Destination Wealth Management
California
$35.6M +$2.04M +20,240 +6%
WA
38
Waverly Advisors
Alabama
$35.4M +$9.11M +90,567 +35%
RIS
39
Retirement Income Solutions
Michigan
$34.9M -$46K -457 -0.1%
Creative Planning
40
Creative Planning
Kansas
$33.6M +$7.73M +76,887 +30%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$32.1M -$17.2M -171,315 -35%
MFG
42
Merit Financial Group
Georgia
$30.5M +$25.2M +250,252 +477%
MIAS
43
Mason Investment Advisory Services
Virginia
$27.8M -$257K -2,552 -0.9%
HWM
44
HB Wealth Management
Georgia
$27.1M -$3.7M -36,780 -12%
WIM
45
WealthPlan Investment Management
Nebraska
$26.3M +$21.3M +212,038 +436%
TCM
46
TD Capital Management
Tennessee
$25.7M +$563K +5,596 +2%
WWM
47
Waterway Wealth Management
Texas
$25M +$24.9M +247,582 New
Citigroup
48
Citigroup
New York
$23.4M +$4.01M +39,840 +21%
HI
49
Harbour Investments
Wisconsin
$22.5M +$623K +6,198 +3%
PAYA
50
Phil A. Younker & Associates
Alaska
$22.3M +$2.58M +25,692 +13%