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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
501
Occidental Asset Management
California
$352K +$352K +3,453 New
PCH
502
PGIM Custom Harvest
New Jersey
$342K – – –
PIP
503
Peachtree Investment Partners
Florida
$340K +$340K +3,333 New
AIA
504
Alera Investment Advisors
Illinois
$331K +$70.8K +694 +27%
NRI
505
NFP Retirement Inc
California
$327K +$8.67K +85 +3%
FAM
506
Flaharty Asset Management
Florida
$327K – – –
TA
507
TruWealth Advisors
Louisiana
$325K – – –
AL
508
ADE LLC
Maryland
$324K -$140K -1,371 -30%
CPWM
509
Cardinal Point Wealth Management
California
$324K -$52.9K -519 -14%
TCWM
510
Total Clarity Wealth Management
Illinois
$323K +$24.7K +242 +8%
CFD
511
Creative Financial Designs
Indiana
$322K -$1.53K -15 -0.5%
KTC
512
Kistler-Tiffany Companies
Pennsylvania
$322K – – –
CFS
513
CRA Financial Services
New Jersey
$321K – – –
SFC
514
SYM Financial Corp
Indiana
$318K +$71.9K +705 +29%
BA
515
Bridge Advisory
California
$313K -$258K -2,535 -45%
OIA
516
Optimum Investment Advisors
Illinois
$311K -$224K -2,200 -42%
OMC
517
Overbrook Management Corp
New York
$308K +$102 +1 +0%
TCPWM
518
Traverso Chambers Private Wealth Management
California
$307K – – –
WKWM
519
Walter & Keenan Wealth Management
Indiana
$306K – – –
KFP
520
KMG Fiduciary Partners
Ohio
$302K +$204 +2 +0.1%
HDIM
521
Hanson & Doremus Investment Management
Vermont
$300K – – –
MMA
522
Miracle Mile Advisors
California
$298K -$50.1K -491 -14%
AL
523
ACAS LLC
California
$290K +$61.4K +602 +27%
GW
524
GW & Wade
Massachusetts
$288K – – –
IWP
525
Icon Wealth Partners
Texas
$287K – – –
19 20
21
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