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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
501
Paragon Private Wealth Management
Kentucky
$236K
Betterment LLC
502
Betterment LLC
New York
$232K +$231K +2,323 New
CTA
503
Colonial Trust Advisors
South Carolina
$231K +$2.09K +21 +0.9%
VVP
504
Venture Visionary Partners
Ohio
$231K
MWM
505
Maripau Wealth Management
Indiana
$231K -$23.6K -238 -9%
PWG
506
Portside Wealth Group
Utah
$230K +$229K +2,308 New
WHC
507
Wulff, Hansen & Co
California
$226K -$37.1K -373 -14%
CTFG
508
Capstone Triton Financial Group
Oklahoma
$225K -$14.1K -142 -6%
OPOWM
509
One Plus One Wealth Management
Florida
$222K -$257K -2,587 -54%
NSB
510
Norway Savings Bank
Maine
$221K -$29.8K -300 -12%
KWM
511
Kingsview Wealth Management
Oregon
$216K -$49.3K -496 -19%
DB
512
Dravo Bay
Delaware
$213K +$9.84K +99 +5%
WA
513
WBH Advisory
Maryland
$209K -$179K -1,806 -46%
COCM
514
Charter Oak Capital Management
New Hampshire
$205K
BW
515
BIP Wealth
Georgia
$205K +$204K +2,050 New
Wealth Enhancement Advisory Services
516
Wealth Enhancement Advisory Services
Minnesota
$204K -$1.22M -12,263 -86%
IWM
517
IHT Wealth Management
Illinois
$203K +$202K +2,036 New
WC
518
Whitney & Co
New York
$202K -$2.98K -30 -1%
DAM
519
Derbend Asset Management
Georgia
$200K +$200K +2,009 New
BTWM
520
Baker Tilly Wealth Management
Wisconsin
$200K +$199K +2,007 New
AIA
521
Armor Investment Advisors
North Carolina
$196K -$121K -1,214 -38%
SIM
522
Studio Investment Management
Illinois
$196K
FFA
523
Farther Finance Advisors
California
$192K -$298 -3 -0.2%
OIA
524
Optimum Investment Advisors
Illinois
$185K
FWM
525
Focused Wealth Management
New York
$183K -$3.86M -38,872 -95%