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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AFO
551
Arrowroot Family Office
California
$326K -$87.3K -869 -21%
HCM
552
Hollencrest Capital Management
California
$322K -$33.2M -330,128 -99%
EFG
553
Ethos Financial Group
Pennsylvania
$320K +$100 +1 +0%
AWM
554
Avior Wealth Management
Nebraska
$317K – – –
COCM
555
Charter Oak Capital Management
New Hampshire
$316K – – –
JFA
556
JNBA Financial Advisors
Minnesota
$316K -$26.2K -261 -8%
TIAM2
557
Tru Independence Asset Management 2
Oregon
$311K – – –
CGPCS
558
Capital Group Private Client Services
California
$310K +$3.42K +34 +1%
BBNB
559
Baker Boyer National Bank
Washington
$310K +$311K +3,092 New
Bank of New York Mellon
560
Bank of New York Mellon
New York
$308K -$1.7M -16,910 -85%
ARC
561
Advisor Resource Council
Texas
$308K +$308K +3,067 New
TWM
562
TopTier Wealth Management
Wisconsin
$307K +$307K +3,058 New
DWM
563
Ducere Wealth Management
California
$305K +$306K +3,044 New
NFTC
564
North Forty Two & Co
Oregon
$301K – – –
AIA
565
Accelerate Investment Advisors
California
$294K +$3.21K +32 +1%
MG
566
Mather Group
Illinois
$293K -$55.7K -554 -16%
ACA
567
Ascension Capital Advisors
Texas
$292K -$197K -1,962 -40%
AC
568
AlphaCore Capital
California
$290K +$290K +2,884 New
IAA
569
Independent Advisor Alliance
North Carolina
$288K +$288K +2,866 New
IAG
570
Investment Advisory Group
Massachusetts
$284K +$502 +5 +0.2%
HIW
571
Holos Integrated Wealth
Pennsylvania
$283K -$75.8K -754 -21%
CRW
572
Clarity Retirement & Wealth
Massachusetts
$278K +$279K +2,772 New
GFG
573
Grantvest Financial Group
New Jersey
$277K -$5.13K -51 -2%
KFAS
574
Keating Financial Advisory Services
Kansas
$274K +$275K +2,735 New
HKIMG
575
Hutchens & Kramer Investment Management Group
Indiana
$273K -$2.21K -22 -0.8%