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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
526
SFG Wealth Management
Maryland
$331K +$331K +3,343 New
BWL
527
Bogart Wealth LLC
Virginia
$327K -$33.1K -334 -9%
AFS
528
Access Financial Services
Minnesota
$327K
MCM
529
Maryland Capital Management
Maryland
$326K -$228K -2,300 -41%
SC
530
Sepio Capital
Utah
$324K
MMA
531
Miracle Mile Advisors
California
$321K
PA
532
PFG Advisors
Arizona
$320K -$110K -1,110 -26%
KMWM
533
Keudell/Morrison Wealth Management
Oregon
$316K -$34.8K -351 -10%
TA
534
TruWealth Advisors
Louisiana
$315K
SOS
535
Silver Oak Securities
Tennessee
$311K -$1.17M -11,756 -79%
CCFM
536
Clear Creek Financial Management
Washington
$310K -$294K -2,963 -49%
WTA
537
Washington Trust Advisors
Massachusetts
$310K +$176K +1,775 +131%
RFWA
538
RPg Family Wealth Advisory
Massachusetts
$308K -$1.49K -15 -0.5%
BWM
539
Birchcreek Wealth Management
Ohio
$307K -$49.4K -498 -14%
APWM
540
Atlas Private Wealth Management
New York
$306K
EHC
541
Everett Harris & Co
California
$305K
TCWM
542
Total Clarity Wealth Management
Illinois
$303K +$9.91K +100 +3%
CWM
543
CarsonAllaria Wealth Management
Illinois
$303K +$79.1K +798 +35%
GPA
544
Garrison Point Advisors
California
$300K
MWM
545
Madison Wealth Management
Ohio
$299K -$991 -10 -0.3%
LWM
546
Ledge Wealth Management
Minnesota
$298K -$164K -1,652 -35%
FA
547
Fagan Associates
New York
$297K -$99.1K -1,000 -25%
AC
548
Apella Capital
Connecticut
$297K
BWM
549
BerganKDV Wealth Management
Minnesota
$295K -$2.39M -24,122 -89%
TCPWM
550
Traverso Chambers Private Wealth Management
California
$293K -$4.96K -50 -2%