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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT

Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
476
Ullmann Wealth Partners Group
Florida
$540K – – –
KPWS
477
Kestra Private Wealth Services
Texas
$538K -$1.34M -13,295 -71%
RRA
478
Round Rock Advisors
Connecticut
$533K +$538K +5,325 New
BBL
479
Beck Bode LLC
Massachusetts
$532K +$536K +5,307 New
NW
480
NewEdge Wealth
Pennsylvania
$530K -$47.5K -470 -8%
FAG
481
Fortitude Advisory Group
Washington
$528K +$321K +3,178 +152%
CAAS
482
Capital Asset Advisory Services
Michigan
$525K -$48.8K -483 -8%
JCM
483
Jacobi Capital Management
Pennsylvania
$524K -$145K -1,431 -21%
PCS
484
Personal CFO Solutions
New Jersey
$524K +$528K +5,227 New
WS
485
Wedbush Securities
California
$520K +$6.56K +65 +1%
BFA
486
Beacon Financial Advisory
Ohio
$517K +$202 +2 +0%
AFS
487
Access Financial Services
Minnesota
$514K -$1.01K -10 -0.2%
GT
488
Greenleaf Trust
Michigan
$513K – – –
AWE
489
Avidian Wealth Enterprises
Texas
$510K -$203K -2,009 -28%
GVAG
490
Great Valley Advisor Group
Delaware
$509K -$156K -1,549 -24%
RFWA
491
RPg Family Wealth Advisory
Massachusetts
$508K +$155K +1,535 +43%
GIM
492
Greenwich Investment Management
Connecticut
$506K – – –
SWM
493
Silverlake Wealth Management
Vermont
$505K -$218K -2,162 -30%
TIAM2
494
Tru Independence Asset Management 2
Oregon
$503K – – –
RA
495
RFG Advisory
Alabama
$496K -$717K -7,103 -59%
GAG
496
GM Advisory Group
New York
$495K – – –
HFA
497
High Falls Advisors
New York
$495K +$404 +4 +0.1%
CW
498
Connectus Wealth
Ohio
$495K +$492K +4,872 New
LWM
499
Ledge Wealth Management
Minnesota
$495K +$499K +4,941 New
MWM
500
Madison Wealth Management
Ohio
$494K -$168K -1,660 -25%
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