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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SHF
501
Stage Harbor Financial
Massachusetts
$536K +$535K +5,316 New
MCRM
502
Midway Capital Research & Management
Illinois
$533K +$4.02K +40 +0.8%
DWP
503
Daymark Wealth Partners
Ohio
$531K -$55K -547 -9%
AA
504
Ancora Advisors
Ohio
$528K -$9.86K -98 -2%
RDWM
505
Red Door Wealth Management
Tennessee
$528K +$402 +4 +0.1%
SWM
506
SilverOak Wealth Management
Minnesota
$524K +$74.9K +745 +17%
PCIA
507
Prime Capital Investment Advisors
Kansas
$523K +$44.5K +443 +9%
LAS
508
Lloyd Advisory Services
Georgia
$517K +$440K +4,372 +580%
FPWM
509
Five Pine Wealth Management
Idaho
$513K +$290K +2,884 +131%
FFAS
510
FIG Financial Advisory Services
Oklahoma
$509K +$507K +5,046 New
DWM
511
Diversify Wealth Management
Utah
$506K -$58.3K -580 -10%
DAS
512
Diversify Advisory Services
Utah
$506K +$505K +5,021 New
MG
513
Marex Group
$504K +$302K +3,000 +150%
UFA
514
Uptown Financial Advisors
Texas
$500K +$498K +4,956 New
FA
515
Fermata Advisors
California
$497K -$311K -3,091 -39%
Envestnet Portfolio Solutions
516
Envestnet Portfolio Solutions
Illinois
$496K -$413K -4,111 -46%
CA
517
CoreCap Advisors
Michigan
$488K +$15.5K +154 +3%
WPIC
518
White Pine Investment Company
Michigan
$482K +$52K +517 +12%
IAN
519
Integrated Advisors Network
Texas
$477K -$8.85K -88 -2%
FFN
520
Focus Financial Network
Minnesota
$474K -$9.55K -95 -2%
BRWA
521
B. Riley Wealth Advisors
Florida
$473K +$1.01K +10 +0.2%
CAAS
522
Capital Asset Advisory Services
Michigan
$468K +$154K +1,534 +49%
MWS
523
MFA Wealth Services
California
$468K -$6.54K -65 -1%
FD
524
Financial Designs
California
$466K +$108K +1,075 +30%
BWA
525
Basecamp Wealth Advisors
Washington
$464K