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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT

Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
526
Sargent Bickham Lagudis
Colorado
$294K +$294K +2,878 +26,164%
NHC
527
Nicholas Hoffman & Company
Georgia
$291K +$291K +2,856 New
NRI
528
NFP Retirement Inc
California
$289K -$61.4K -602 -18%
GW
529
GW & Wade
Massachusetts
$288K – – –
IWP
530
Icon Wealth Partners
Texas
$287K – – –
PFA
531
Plotkin Financial Advisors
Maryland
$282K -$534K -5,229 -65%
PWM
532
PRW Wealth Management
Massachusetts
$280K -$2.54M -24,880 -90%
CSPIA
533
Cary Street Partners Investment Advisory
Virginia
$278K -$1.12M -10,943 -80%
MNBTD
534
Moody National Bank Trust Division
Texas
$274K +$16.2K +159 +6%
CCFM
535
Clear Creek Financial Management
Washington
$273K -$772K -7,569 -74%
SWM
536
Sanctuary Wealth Management
Idaho
$271K +$17.4K +171 +7%
KFGK
537
Keystone Financial Group (Kentucky)
Kentucky
$270K -$918 -9 -0.3%
I2I
538
Insight 2811 Inc
Illinois
$270K – – –
WWM
539
Western Wealth Management
Colorado
$270K +$21.4K +210 +9%
SIA
540
SkyView Investment Advisors
New Jersey
$268K -$108K -1,057 -29%
WANY
541
Wealthspire Advisors (New York)
New York
$267K +$31.8K +312 +14%
AMC
542
Asset Management Corp
Illinois
$265K – – –
ADBIC
543
A.D. Beadell Investment Counsel
Wisconsin
$262K – – –
RI
544
Ridgewood Investments
New Jersey
$259K +$259K +2,542 New
MSAM
545
Moloney Securities Asset Management
Missouri
$259K +$260K +2,543 New
IC
546
IEQ Capital
California
$259K +$260K +2,544 New
MA
547
Mezzasalma Advisors
New Jersey
$258K +$45.9K +450 +22%
SWA
548
SFMG Wealth Advisors
Texas
$257K – – –
KC
549
Kinloch Capital
Virginia
$251K – – –
PWC
550
PYA Waltman Capital
Tennessee
$250K – – –
20 21
22
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