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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
551
Insigneo Advisory Services
Florida
$393K -$136K -1,354 -26%
RIA
552
Regal Investment Advisors
Michigan
$388K -$905 -9 -0.2%
PF
553
Parker Financial
Washington
$384K -$103K -1,028 -21%
NPT
554
National Philanthropic Trust
Pennsylvania
$384K +$383K +3,811 New
AWA
555
Argos Wealth Advisors
California
$377K +$111K +1,100 +42%
CCM
556
Canal Capital Management
Virginia
$377K +$376K +3,740 New
BAM
557
Belpointe Asset Management
Nevada
$376K +$173K +1,718 +85%
FCA
558
Fortis Capital Advisors
Kansas
$376K +$173K +1,718 +85%
CIC
559
Cutler Investment Counsel
Oregon
$369K -$63.8K -634 -15%
C
560
Certuity
Florida
$364K -$97.8K -973 -21%
E
561
EntreWealth
Texas
$363K
VAS
562
Vestmark Advisory Solutions
Massachusetts
$363K +$362K +3,596 New
AIS
563
Altium Investment Strategies
Florida
$362K +$362K +3,602 New
Bank of New York Mellon
564
Bank of New York Mellon
New York
$359K +$50.6K +503 +16%
JFG
565
Jefferies Financial Group
New York
$359K +$358K +3,560 New
MIA
566
MMBG Investment Advisors
Florida
$358K
AF
567
Arrow Financial
New York
$358K -$113K -1,121 -24%
CSIC
568
Clifford Swan Investment Counsel
California
$356K
MFGM
569
Marshall Financial Group (Maryland)
Maryland
$354K -$45.7K -454 -11%
NEPWA
570
New England Private Wealth Advisors
Massachusetts
$352K +$4.63K +46 +1%
SMC
571
Smith, Moore & Co
Missouri
$351K -$29.6K -294 -8%
BWM
572
Baron Wealth Management
Michigan
$349K -$11.3K -112 -3%
OCM
573
Objective Capital Management
Ohio
$348K +$347K +3,450 New
CIA
574
Christian Investment Advisors
Texas
$347K -$81.5K -810 -19%
SWM
575
Silverlake Wealth Management
Vermont
$344K +$2.01K +20 +0.6%