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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
SilverOak Wealth Management
Minnesota
$446K +$13.1K +130 +3%
WPIC
502
White Pine Investment Company
Michigan
$445K +$7.03K +70 +2%
MWS
503
MFA Wealth Services
California
$445K -$116K -1,159 -21%
CIC
504
Cutler Investment Counsel
Oregon
$436K +$150K +1,495 +53%
HOWA
505
Heritage Oak Wealth Advisors
Florida
$434K -$14K -139 -3%
WAS
506
Wealth Advisory Solutions
Indiana
$434K +$8.34K +83 +2%
CWG
507
Crown Wealth Group
North Carolina
$433K -$174K -1,729 -29%
CCM
508
Crabel Capital Management
California
$428K +$429K +4,265 New
HW
509
Hamilton Wealth
California
$424K -$661K -6,574 -61%
VWM
510
Vigilare Wealth Management
Arizona
$419K +$420K +4,179 New
BFIM
511
Beese Fulmer Investment Management
Ohio
$419K -$9.95K -99 -2%
KFGK
512
Keystone Financial Group (Kentucky)
Kentucky
$415K +$64K +637 +18%
Betterment LLC
513
Betterment LLC
New York
$415K +$19.6K +195 +5%
FF
514
Friedenthal Financial
New Jersey
$413K +$49.8K +496 +14%
AT
515
American Trust
Kentucky
$410K -$10.9K -108 -4%
SW
516
SVB Wealth
Massachusetts
$408K -$182K -1,810 -31%
JIP
517
Jaffetilchin Investment Partners
Florida
$408K +$96.3K +958 +31%
MHR
518
Matthew Hamilton Rosenberg
$406K
WAP
519
Wealthcare Advisory Partners
Pennsylvania
$406K +$8.44K +84 +2%
SIA
520
Serenity Investment Advisors
Illinois
$402K +$402K +4,000 New
WC
521
Whitney & Co
New York
$401K +$100K +1,000 +33%
LT
522
Legacy Trust
Michigan
$401K +$402K +4,000 New
PCS
523
Private Client Services
Kentucky
$400K +$18.5K +184 +5%
FFA
524
Fi3 Financial Advisors
Indiana
$400K +$101K +1,007 +34%
PWM
525
Prosperity Wealth Management
California
$398K +$172K +1,712 +76%