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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PCS
501
Private Client Services
Kentucky
$383K +$84.9K +845 +29%
SFP
502
Sandbox Financial Partners
Maryland
$382K +$148K +1,478 +64%
SW
503
Simplicity Wealth
New Jersey
$377K -$109K -1,087 -22%
JWBC
504
John W. Brooker & Co
California
$373K +$18.5K +184 +5%
LI
505
LifeWealth Investments
Florida
$366K +$4.02K +40 +1%
FF
506
Friedenthal Financial
New Jersey
$364K -$86.4K -860 -19%
BWA
507
BlueChip Wealth Advisors
Georgia
$362K -$472K -4,694 -57%
CPA
508
Cardiff Park Advisors
California
$361K +$3.11K +31 +0.9%
HIW
509
Holos Integrated Wealth
Pennsylvania
$359K -$33.6K -334 -9%
RPCA
510
Running Point Capital Advisors
California
$353K +$352K +3,506 New
KFGK
511
Keystone Financial Group (Kentucky)
Kentucky
$352K -$93.1K -927 -21%
MG
512
Mather Group
Illinois
$350K -$1.91K -19 -0.5%
AF
513
Advisornet Financial
Minnesota
$350K -$334K -3,324 -49%
WA
514
Wealth Alliance
New York
$350K -$5.07M -50,489 -94%
PJWM
515
Philip James Wealth Mangement
Georgia
$349K -$183K -1,820 -34%
MWM
516
Mattern Wealth Management
Kansas
$347K
CIA
517
Christian Investment Advisors
Texas
$346K +$345K +3,433 New
JFA
518
JNBA Financial Advisors
Minnesota
$344K -$13.5K -134 -4%
SSWM
519
Strait & Sound Wealth Management
California
$342K
SWM
520
Silverlake Wealth Management
Vermont
$341K -$76.6K -763 -18%
HT
521
Headlands Technologies
Illinois
$341K +$290K +2,882 +573%
NEPWA
522
New England Private Wealth Advisors
Massachusetts
$340K +$2.51K +25 +0.7%
DA
523
Drake & Associates
Wisconsin
$336K -$104K -1,040 -24%
XT
524
XTX Topco
Cayman Islands
$328K +$327K +3,260 New
LAS
525
Lloyd Advisory Services
Georgia
$326K -$23K -229 -7%