MINT icon

PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
551
Occidental Asset Management
California
$394K -$147K -1,462 -27%
RIA
552
Regal Investment Advisors
Michigan
$388K -$61.8K -615 -14%
USCWA
553
U.S. Capital Wealth Advisors
Texas
$388K +$388K +3,857 New
PA
554
Powerhouse Assets
Massachusetts
$386K -$146K -1,454 -27%
FIA
555
Foundations Investment Advisors
Arizona
$384K +$183K +1,819 +91%
SMC
556
Smith, Moore & Co
Missouri
$380K +$11.3K +112 +3%
E
557
EntreWealth
Texas
$363K – – –
BWM
558
Baron Wealth Management
Michigan
$359K -$38.6K -384 -10%
MIA
559
MMBG Investment Advisors
Florida
$358K – – –
FD
560
Financial Designs
California
$356K +$356K +3,544 New
CSIC
561
Clifford Swan Investment Counsel
California
$356K -$15.1K -150 -4%
NAS
562
NWF Advisory Services
California
$354K -$129K -1,286 -27%
TCM
563
Triumph Capital Management
Colorado
$349K -$884K -8,791 -72%
LS
564
Leelyn Smith
Illinois
$348K -$127K -1,261 -27%
NEPWA
565
New England Private Wealth Advisors
Massachusetts
$347K +$3.52K +35 +1%
JIP
566
Jaffetilchin Investment Partners
Florida
$346K -$62.4K -621 -15%
PBO
567
Peoples Bank (Ohio)
Ohio
$345K +$345K +3,433 New
GIP
568
Greatmark Investment Partners
Georgia
$343K -$439K -4,365 -56%
SWM
569
Silverlake Wealth Management
Vermont
$342K – – –
EWP
570
Evergreen Wealth Partners
Montana
$339K +$3.52K +35 +1%
CB
571
Commerce Bank
Missouri
$338K -$16.7K -166 -5%
NHC
572
Nicholas Hoffman & Company
Georgia
$337K -$9.94M -98,920 -97%
AC
573
AlphaCore Capital
California
$335K +$44.4K +442 +15%
CGPCS
574
Capital Group Private Client Services
California
$330K +$19.4K +193 +6%
DWM
575
Denver Wealth Management
Colorado
$326K +$326K +3,243 New
21 22
23
24 25