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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
501
BridgePort Financial Solutions
Iowa
$513K -$89.6K -891 -15%
LOWM
502
Laurel Oak Wealth Management
New Jersey
$503K +$503K +5,006 New
BFP
503
Beacon Financial Planning
Massachusetts
$499K +$498K +4,958 New
IIC
504
Integrated Investment Consultants
Michigan
$498K – – –
FWP
505
Firethorn Wealth Partners
Georgia
$497K +$496K +4,939 New
WAS
506
Wealth Advisory Solutions
Indiana
$496K +$61.1K +608 +14%
WAU
507
Wellington-Altus USA
Manitoba, Canada
$493K +$147K +1,464 +43%
RF
508
Robinswood Financial
Washington
$491K -$4.52K -45 -0.9%
QP
509
Quartz Partners
New York
$491K -$404K -4,019 -45%
PF
510
Parker Financial
Washington
$487K +$487K +4,841 New
IAN
511
Integrated Advisors Network
Texas
$485K -$12.6K -125 -3%
CRWM
512
Castle Rock Wealth Management
California
$483K – – –
FFN
513
Focus Financial Network
Minnesota
$482K -$83.2K -828 -15%
AF
514
Advisornet Financial
Minnesota
$481K +$98.6K +981 +26%
PCIA
515
Prime Capital Investment Advisors
Kansas
$478K +$83.1K +827 +21%
TPCW
516
TD Private Client Wealth
New York
$476K +$475K +4,730 +473,000%
RFWA
517
RPg Family Wealth Advisory
Massachusetts
$474K +$474K +4,717 New
MWS
518
MFA Wealth Services
California
$474K +$28K +279 +6%
CA
519
CoreCap Advisors
Michigan
$472K -$57.3K -570 -11%
BRWA
520
B. Riley Wealth Advisors
Florida
$471K -$1.17M -11,622 -71%
SFG
521
Sovereign Financial Group
Connecticut
$470K +$72.1K +717 +18%
AF
522
Arrow Financial
New York
$470K -$239K -2,382 -34%
BWA
523
Basecamp Wealth Advisors
Washington
$463K – – –
TWM
524
TCFG Wealth Management
California
$461K +$1.41K +14 +0.3%
TIA
525
TCFG Investment Advisors
California
$461K +$462K +4,596 New