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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
V
576
Veritable
Delaware
– -$537K -5,421 Closed
CWP
577
Capital Wealth Planning
Florida
– -$508K -5,128 Closed
BF
578
BOK Financial
Oklahoma
– -$403K -4,078 Closed
AWM
579
Adams Wealth Management
Utah
– -$326K -3,295 Closed
GT
580
Glenview Trust
Kentucky
– -$309K -3,119 Closed
SDH
581
Sloy Dahl & Holst
Washington
– -$294K -2,980 Closed
OWA
582
One Wealth Advisors
California
– -$293K -2,958 Closed
LF
583
LifeSteps Financial
California
– -$282K -2,847 Closed
FHC
584
First Heartland Consultants
Missouri
– -$282K -2,846 Closed
LWP
585
Legacy Wealth Planning
Nevada
– -$251K -2,533 Closed
BCM
586
Breiter Capital Management
Florida
– -$247K -2,500 Closed
OAM
587
Occidental Asset Management
California
– -$247K -2,500 Closed
JWCA
588
J.W. Coons Advisors
Ohio
– -$219K -2,190 Closed
WANY
589
Wealthspire Advisors (New York)
New York
– -$206K -2,080 Closed
AIC
590
Ameritas Investment Company
Nebraska
– -$150K -1,510 Closed
FA
591
Fortis Advisors
Pennsylvania
– -$111K -1,121 Closed
BlackRock
592
BlackRock
New York
– -$87K -883 Closed
PG
593
Proffitt & Goodson
Tennessee
– -$79K -800 Closed
PW
594
Price Wealth
Texas
– -$73K -738 Closed
DWM
595
Darwin Wealth Management
Florida
– -$30K -309 Closed
SC
596
Steph & Co
Wisconsin
– -$23K -228 Closed
BHWM
597
Bay Harbor Wealth Management
Maryland
– -$13.9K -138 -99%
Loomis, Sayles & Company
598
Loomis, Sayles & Company
Massachusetts
– -$6K -57 Closed
WQ
599
Wealth Quarterback
New Jersey
– -$5.34K -54 Closed
BCMIO
600
Beacon Capital Management Inc (Ohio)
Ohio
– -$3K -33 Closed