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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MW
576
Marcum Wealth
Ohio
$271K -$166K -1,631 -38%
KFGK
577
Keystone Financial Group (Kentucky)
Kentucky
$270K +$203 +2 +0.1%
IAIM
578
International Assets Investment Management
Florida
$269K +$62.5K +614 +30%
SWM
579
Sanctuary Wealth Management
Idaho
$262K
RI
580
Ridgewood Investments
New Jersey
$258K
Neuberger Berman Group
581
Neuberger Berman Group
New York
$258K +$258K +2,538 New
JSW
582
Journey Strategic Wealth
New Jersey
$254K +$254K +2,500 New
AL
583
ADE LLC
Maryland
$253K -$69.2K -680 -21%
CIC
584
Cornercap Investment Counsel
Georgia
$251K
KC
585
Kinloch Capital
Virginia
$250K
PWC
586
PYA Waltman Capital
Tennessee
$249K
PFG
587
Peterson Financial Group
Iowa
$245K +$246K +2,417 New
BSW
588
Buckingham Strategic Wealth
Missouri
$244K -$34K -334 -12%
CA
589
Continuum Advisory
Idaho
$244K +$102 +1 +0%
SWA
590
Stratos Wealth Advisors
Ohio
$244K +$10.8K +106 +5%
CWM
591
Chemistry Wealth Management
New York
$244K +$245K +2,404 New
NLP
592
Next Level Private
New York
$244K +$245K +2,404 New
QC
593
Quent Capital
New York
$238K +$239K +2,348 New
SNBOSD
594
Security National Bank of So Dak
Iowa
$237K -$200K -1,965 -46%
CCA
595
Clearwater Capital Advisors
Illinois
$232K +$509 +5 +0.2%
TF
596
TimeScale Financial
Massachusetts
$227K -$2.24K -22 -1%
WWM
597
Western Wealth Management
Colorado
$223K +$224K +2,200 New
PJSIMP
598
P.J. Schmidt Investment Management (PJS)
Wisconsin
$221K +$222K +2,179 New
SCFS
599
S.C. Financial Services
Arizona
$215K +$216K +2,122 New
CWAF
600
Core Wealth Advisors (Florida)
Florida
$214K